Organizing your Master Documents by Category
In RealtiWeb, there are three ways of managing and viewing your documents:
- By Category
- By Package
- By All
Organizing Your Documents By Category
You are able to control what documents go into which category by editing their attributes in the master document. To access the list of Master documents, navigate to Settings (on the top right navigation panel) and select Masters under the Documents heading. Search the list to find and select the document you would like to categorize.
The
Document Setup screen will open for the selected document. Click on the
Settings button to the right of the
Document Setup heading. A pop-up will open where you can categorize the document by selecting an option on the
Document Category drop-down.
You can also select which file types (i.e., Purchase, Mortgage, Sale) are applicable for the particular document by selecting the relevant file type(s) in the
Apply To: dropdown.
When customizing Master Documents, if you change the document attributes, the document will now be considered a new document and will automatically be taken out of the current package. Please remember to re-add the document back into the appropriate package to resume use of the document from within that package.
To sort your articles by category, open a RealtiWeb file and navigate to the
Documents screen. Under the Document Generation section, you can select Category on the left hand panel next to the Documents tab.
Organizing Your Documents By All
When viewing documents by the All option, this displays all documents alphabetically. This includes all documents that are included in the list (LDD documents, customized documents, and additional documents created by your office).
Organizing Your Documents By Package
RealtiWeb enables you to create your own document packages. This feature is useful for generating more than one document at a time, for printing and emailing to the recipient.
Please review the main article on Packages for more information.
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, click on the Settings wheel located at the top right corner of the screen and select Masters under the Documents heading. ...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 Settings the top navigation pane in RealtiWeb. Under the ...What is a Document Template?
Document templates set the basic layout for all Master documents that belong to the same document type. Master documents, on the other hand, establish the default content, fields and clauses for the documents that you create while working in a file ...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 ...Navigating the Issues Screen (AB)
The tabs under the Issues button configure based on the file type. The tabs for each transaction (or file type) are listed below: Purchase files: Master Issues List, Inquiry Status, Description, Checklist, and Report. Sale files: Master Issues List, ...