Intro to Document Customization

Intro to Document Customization

If you're new to customizing documents in RealtiWeb (or simply want a refresher), this video is meant to help explain the essentials to customizing documents.



Note: The video uses RealtiWeb BC. Those using RealtiWeb for real estate conveyancing in Alberta or Ontario will notice a difference in how the re lines are created.


    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

        • 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 ...
        • 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 ...
        • 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 ...
        • Changing the Paper Size for Printing

          Documents opening in Microsoft Word Online open using the paper size set in the document settings. To change the paper size used when printing the document after it's been generated, the document has to be modified. Watch the video to see how to ...
        • Document Preparation and Creation inside RealtiWeb

          To access Documents, login to RealtiWeb, select a file and click on the Documents screen. This contains all documents and letters that can be created in a file. Every document has its own fields it brings in from the RealtiWeb file, for example the ...