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.
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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