Tips and Tricks - RealtiWeb (BC)

Tips and Tricks - RealtiWeb (BC)

Drafting Documents

If there is a corresponding document, i.e., there is a space for drafting a clause, a blue Create Document link will appear near the bottom of the Action Item List. The link will state the document that will be merged for viewing. For example, clicking the Create Document - Checklist will merge the Checklist document.

Adjust/Payout and Calendar Action Items

The Adjust/Payout and Calendar items do not have the option to create a document from the screen.

The Adjust/Payout item will let you determine how to include the adjustment (or payout) in the Statement of Adjustments or Trust Statement. There may be additional fields to complete.

The Calendar item allows you to add a reminder to your RealtiWeb Calendar.

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      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

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