Posting Documents on RealtiWeb
After clicking a document (on the Docs screen inside a file), the document will be created with all the information from the file. Across the top of the document, you will see Save, Save As, Print, Print Preview, Share, PDF, and MS Word.
This article focuses on the Share option. Check out this article about sharing documents by email and this article for information about the PDF and MS Word options. The Share option enables you to email the document to another law firm (or someone inside your firm), or to post the document to LDD WebDocumentRetrieval to a lawyer.
If you do not have the other side's lawyer listed in the file, you will see the LDD Firm Search. Simply, enter the Firm Name, City or Postal Code of the law firm you want to post the documents to, and click Search. The search results will load, showing the Firm Name, Street Address, City, Postal Code, and Phone Number of the law firm. Select the firm you want to post the document(s) to.
Note: If you have an Other Side’s Lawyer listed in the file, the system will automatically match to the lawyer. If the system is unable to match the lawyer, it will enter the Firm Name, City and Postal Code from the file into the search and load the search results. You will then have to manually select the firm.
The Other Side’s Lawyer field will auto-complete with what is in the RealtiWeb file. If this field is blank, complete the Other Side’s Lawyer field on the Basic screen. The Match LDD User Firm will be filled in with what the system has identified or what you selected from the search results. If you want to change either the Firm Contact use the database button (to select another firm contact) or the edit button. To change the Match LDD User Firm, use the database button.
You will be able to add a Posting Note (up to 128 characters), and check off the information you wish to send. The last checkbox, you may check off to send an email to the Other Side’s Lawyer for them to know the document(s) were posted for them.
Click Post to finish your posting.
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