File Creation & Administration
File History in Realti
In Realti, it is possible to see who else has worked in the file and when it was created. After the Realti file has been created, navigate to the right hand side of the screen. There you will find a side bar of functions. Select History. The File ...
Importing Project Information & Documents into Realti using NewHomeConnect
New home projects in Ontario and British Columbia are available to be imported into Realti using the NewHomeConnect feature. Accessing New Home Project Information in Realti From Realti, click on either the Inbox or Notifications icon in the ...
Mortgages through LDD Inbox
Notification of Instructions will be e-mailed to your firm (from applicable lenders). The instructions are delivered to your Inbox in Realti. Accepting Instructions through the Inbox Note: After accepting the instructions you will need to request ...
Deleting a File
From time to time, the need to Delete a file may become necessary. Deleting a Realti file can be accomplished by following these steps to permanently remove the file: Search for the Realti file to be deleted. In the top-right corner of the screen, ...
Archiving and Unarchiving a File
Once a file passes the Closing Date (or Possession Date in Realti MB and SK) you can archive the file. Note: Files are automatically archived 90 days after the Closing (or Possession) date. On the Main screen, hover the cursor over a file. Three-dots ...
Creating the Other Side File When Acting For Both Parties
Note: The following information is relevant for all versions of Realti, with the exception of Realti Ontario. If you're using Realti Ontario, refer to this article. If you are acting for both parties in a Purchase and Sale transaction, you can create ...
Adding Client Identification Verification Information
To add Client ID verification information, navigate to the Basic screen under the Contract heading. Then, scroll down to your client's name and information under the Transferee(s), Transferor(s) or Mortgagor(s) heading (depending on the file type). ...
Creating & Modifying Custom Fields
Custom Fields are fields you can add to Realti for your firm. These fields are treated like any other field, except they are customizable. They can be used to combine other fields together, calculations or adding additional information to your files. ...
Create a File Template
File templates are useful for setting up standard information in files that cannot be accommodated in the Firm Management section of Settings. For example: A freelancer working with multiple law firms and lawyers that requires a different Account to ...
Duplicate a File
To duplicate a file, perform the following steps: Using the search function at the top of the file list, find the file you wish to copy. Hover over your file to see the ellipsis on the right side of the screen. Click the ellipsis and select ...
How to Create a File
To create a file, login to Realti. At the top of the File List click + File. Under the File Creation list there are 3 options: New File New File From Template PCLaw Import File Creation Screen Clicking on New File in the File Creation list will bring ...
Home Screen: File List, Key Dates & Navigation
After logging in and selecting your province, you will be brought to the Home screen. This screen has your File List, Key Dates, Task Manager. Located at the top right of the screen you will have a number of icons that will allow you to access ...