How to Create a File
To create a file, login to RealtiWeb.
At the top of the File List click + File. Under the File Creation list there are 3 options:
File Creation Screen
Clicking on New File in the File Creation list will bring up the blank file creation screen.
Once the Deal Type and File # fields are completed, the optional Contract Details fields will appear (to match the Agreement of Purchase and Sale for purchase or sale files). These can be completed here or later on.
Note: Contract details vary depending on Deal Type.After filling in all the required information, click the Create File button. This will create and save the file. The file will open to the Basic screen. Here, further details about the transaction can be added.
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
Exporting Information from PCLaw to Create New Realti Files
The Realti PCLAW Integration allows you to transfer information from PCLAW to create new Realti files and to export accounting information from Realti to PCLaw. Sending information to Realti from PCLaw One time: Setup your new Realti layout. Each ...Adding Support Staff in RealtiWeb
You can add clerks and other staff to your account any time from within a RealtiWeb file. These are referred to as firm contacts. Open a file and find Firm Contact on the Basic screen. Click on the selection icon beside the field to open a window. ...Working in a Purchase File (SK)
Creating a Purchase File To get started, select Create a New File from the main screen, then select Purchase from the dropdown, enter File #, and select Responsible Lawyer from the selector icon. If the land in question is bare land or farmland, ...Using Realti's PCLaw Integration
Step 1: Create a New Matter in PCLaw Create a new matter in PCLaw® to obtain the matter number for Realti. To do this, use New Matter and enter the matter based on the last matter number. Enter the Type of Law. For Real Estate, choose REM-Real Estate ...Create a File Template
File templates are useful for setting up standard information in files that cannot be accommodated in Firm Settings. For example: A freelancer working with multiple law firms and lawyers that requires a different Account to Client and Trust Statement ...