Modifying Master Document Attributes & Setup
You can edit the appearance 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. The complete list of master documents will appear. Select the document that you would like to modify and click on it.
Editing Document Attributes
Once you have selected a master document to modify, a new screen will appear. Navigate to the
Document Setup
section (near the top of the screen) and select the
Edit Attributes
button to the right of
Document Name
. A popup window will appear, displaying the following document attribute fields:
- Document Name: when you change the document name it will automatically create a new (blue document. You will need to add the new (blue document) into the package again and remove the LDD standard (black) document.
- Apply To: you can select if the document will be applicable to Purchase, Sale, Mortgage Files
- Document Category: this would list the document under the selected Category
- Loop Based On: this would create one document for each of field loops selected. Check out this article for more information on clause looping.
Editing Document Appearance and Template Used
The template type associated with the selected master document will have default margins, fonts and other document settings, however, these defaults can be overwritten by selecting Click to Edit Margins, Fonts, etc. in the Document Setup section and adjusting the settings as you see fit.
Alternatively, you can change the template type associated with the master document altogether by clicking the {...] icon for the Template Used field in Document Setup.
Note: You must press the Save button at the top of the master document screen in order for your changes to be effected.
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
Modifying Master Document Attributes & Setup (WillPowerWeb)
You can change the documents generated in a WillPowerWeb by modifying the master document. To modify a master document, navigate to Tools > Documents in WillPowerWeb. The complete list of master documents will be shown. Select the document modify by ...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. ...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 ...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 ...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 ...