To create a new document from start to finish, navigate to Settings and under the Documents heading select Masters and click on the + New Master Document button. Follow the prompts in the New Document Wizard. Start the content of the body of the ...
If you're new to customizing documents in Realti (or simply want a refresher), this video is meant to help explain the essentials to customizing documents. Note: The video uses Realti BC. Those using Realti for real estate conveyancing in Alberta or ...
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 ...
Tables are used in Realti 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 a ...
Accessing Packages for Organizing Master Documents To work with your packages, navigate to the master document list by clicking Masters under the Documents heading in Settings at the top of the screen. Next, select the transaction type you want to ...