Editing Document Body - Tables for Formatting & Numbering

Editing Document Body - Tables for Formatting & Numbering

Tables are used in RealtiWeb for formatting and advanced numbering functionality.

Tables allow the retention of formatting and next level numbering, while taking into consideration conditioned clauses that may or may not be applicable.  Double click a clause within a master document to edit it, and select the blue table icon and create your table.

Click inside the table and choose the Table Properties icon (4 squares with pencil) to select the preferred number of columns, rows, lines, and adjust spacing. You can also Insert, Remove, and Duplicate rows in the Table Properties window.


When working with a Table within a clause, it helps to have the Show borders option enabled until you have completed working on the Table. Once you are done working in the table, uncheck Show Borders to ensure the borders do not show in the document when merged in a file.

Once a table has been added, position the cursor into the table and click the edit table icon to open the popup to modify the table settings.

Tool on Screen

Function
​

This indicates which Table is being edited. The dropdown list only actives if the Table being edited has a Table within another Table.

Enter desired number of columns.

Enter desired number of rows.


Enter desired number of pixels for space between each cell. The standard documents in RealtiWeb use 0, for this setting.


Enter desired number of pixels for space between the cell border and the text within the cell.  The standard documents in RealtiWeb use 0, for this setting.

Shows or hides the table borders.


Enter how wide the table should be from the left- to right-margins.
Note: It is mandatory to enter either the percentage symbol (%) or "in" meaning inch in this box, after the number.


Enter the width for each column in either % or inches, with the percentage symbol (%) or "in" at the end.

Complete all "Column #" fields except for the final column width. RealtiWeb will calculate the remaining space for this column based on the total table width and the other column widths.
OK button
Clicking will apply the changed table settings.
Cancel button
Clicking will cancel recent changes.
Duplicate Current Row button
Duplicates the row and content where the cursor is in.
Remove Current Row button
Removes the row and content where the cursor is in.
Insert Blank Row Before button
Inserts a blank row before the row where the cursor is.
Insert Blank Row After button
Inserts a blank row after the row where the cursor is.
Merge Cells in Current Row button
Combines all cells in the row with the cursor together.

Formatting Cells in a Table

To format cells in your table, left-click the cell to customize. Then, click on the  Edit Cell icon to open the customization options.

Tool on Screen

Function


To edit formatting of a specific cell. Frequently, used to “insert” a line above a total.

Indicates what level of cell you are customizing. Only available when there's a Table within a Table. The number relates to the Table level, for example the main Table cells will be Level 1.

Align content to top, middle, or bottom. The Default is normally, top aligned.
Bottom Border, Top Border, Left Border, Right Border dropdown options
Sets the border style of the corresponding border. For example, bottom border is underneath the content, while right border is to the right of the content. The default is a solid gray border, while the other options are: None, Solid line (in black), and Double line
OK button
Clicking will apply the changed cell settings.
Cancel button
Clicking will cancel recent changes.

Numbering
RealtiWeb has a number of numbering fields that can be added to your documents, and they are particularly useful for numbering conditional clauses.

Some of the notable numbering fields include (which can be  accessed using the F icon in the Clause editor):
  1. New 1st Level Number
  2. New 2nd Level Number
  3. Current 1st Level Number
  4. Current 2nd Level Number
  5. Reset 1st Level Number
The full list of fields can be found in the Field List under the Document Fields subsection. 

The following is an example of numbering in RealtiWeb.  There are no conditions on the first clause (this will number as 1. and 2.), however the second numbered clause will only populate if there is a new mortgage on the file.  If so, it will come in as No. 3; if not, it will skip, and the following item, if applicable, will be No. 3.
For a live example of the above, watch our video on using the numbering fields.


For example, adding a numbered list of enclosed documents in a Report to Purchaser document.
  1. Insert a new clause by right-clicking in the document body area.
  2. Within the clause insert a table with two columns.
  3. In the first column, add the Field named “New 1st Level Number” by selecting the Field icon, then customize the format and the output as necessary.
  4. In the second column, enter the name of the document to be listed in the list that will be enclosed on every deal.
  5. Repeat steps 1 to 4, until all documents to be enclosed for every deal have been listed. Right-click outside the clause being edited to add a new clause.
  6. For documents that have a specific condition to meet, such as documents regarding the purchase a condo like a Status Certificate, etc, repeat steps 1 to 4.
  7. For each clause that should appear (or not appear) under certain conditions, right-click on clause and select Properties/Conditions and add the necessary condition. For information on this read this article.
  8. Repeat step 7 for as many times as necessary (different documents are listed for the different Purchase scenarios). When finished, the Report to Purchaser will contain the name of every single document you wanted to enclose with any given Purchase file.
  9. To remove spacing between each listed document, right-click on each of the clauses containing these tables (except for the first one), and select Properties/Conditions. Under Section #2, add a checkmark to the “Spacing” checkbox to remove the space before the clause when merging the document.
  10. After editing, save the document changes.
Note: When generating this document within your file, you will have a numbered list of enclosures, regardless of whether a clause with listed documents is omitted due to the circumstances of your files.

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