Duplicating, Restoring, and Renaming Master Documents

Duplicating, Restoring, and Renaming Master Documents

To duplicate, restore or rename a master document, navigate to Tools > Documents in RealtiWeb. Select the master document you would like to restore, rename or duplicate from the list that subsequently appears.  

Duplicating Documents

The preferred way of creating a custom document is to find a document with similar properties, such as looped on Existing Mortgages. You can duplicate the document and then make changes to the body of the document, and any other properties of the document as needed. Using an existing document helps to ensure proper looping and formatting, and typically saves time as opposed to starting from a new document.

Once you have opened the master document, you can duplicate it by clicking the Duplicate button in in the top right corner of the Document screen, above Document Setup. The new duplicated document screen will open. You can remove this document by clicking on the Remove Document button.

Duplicating a document adds a copy of an existing document that can then be edited and renamed.  This will now be a new, blue document.  This is the preferred way of creating a new document as the loops and clauses will already be in the document and all you have to do is make small edit changes.

Restoring Documents to the LDD Default

If you have made changes to any of your master documents (for example, edited a clause or added content to the pre-body section), you can always restore your document to the original LDD document.
  1. If the document is green, you can ‘Restore LDD Document’, by clicking on the appropriate button in the top right corner of the Document screen, above Document Setup.
  2. If the document is blue (i.e an additional document created by you), you can ‘Remove Document’. Since this document was user-generated, you cannot restore the LDD default.

Renaming Documents

You can rename a document by selecting the Edit Attributes button in Document Setup (see this article for more information), and entering the new name in the Document Name field. Once a document has been renamed, it will need to be added back into any document package it was previously in. By renaming the document, it is essentially a new document and therefore would need to be added to any document package that you want it to be listed in. See this article for more information about organizing documents into packages.



    Still can't find what you're looking for?

      Related Categories
      Billing, Accounting Integrations, Admin Functions & Reports

      File Creation, Document Creation, and other general topics

      Province-specific information for AB clients

      Province-specific information for BC clients

      Province-specific information for MB clients

      Province-specific information for ON clients

      Province-specific information for NS clients

      Province-specific information for SK clients

        • Related Articles

        • Accessing Master Documents in RealtiWeb

          You are able to customize or create your own documents, including adding your own custom fields. After logging into RealtiWeb, hover over the Tools in the navigation across the top and select Document Masters. This will load the Master Documents ...

        • Organizing your Master Documents by Category

          In RealtiWeb, there are three ways of managing and viewing your documents: By Category By Package Alphabetically Organizing Your Documents By Category You are able to control what documents go into which category by editing their attributes in the ...

        • Standard Document Customization Tools in RealtiWeb

          RealtiWeb has standard icons used for various actions. Below is the list of standard icons used in RealtiWeb that appear when customizing documents. Many of the items listed below, may seem familiar due to their use in other applications. For ...

        • Modifying Master Document Pre-Body and Post-Body Sections

          You can edit the pre-body and post-body appearance and content of the documents that you generate in a RealtiWeb by modifying its Master document.   To modify a master document, navigate to Tools > Documents in the top navigation pane in RealtiWeb. ...

        • Creating a New Document

          To create a new document from start to finish, navigate to Tools > Documents and click on the Add a new document button. Follow the prompts in the New Document Wizard. Start the content of the body of the document by adding an existing clause or a ...