Integrations & Enhancements
Using the Export to E-reg™ Feature in Realti (ON)
To ensure that you are able to use the Export to e-reg™ feature without error, you’ll need to configure your Realti settings to allow you to send instruments for registration to Teraview. First, log in to Realti and select the user profile icon in ...
Note on Docket ID/Name, LRO and Search Activity
There are a few features that apply to both the Title and Writ Searches. This article covers how the searches are setup and how the activities are able to be reviewed at a later date in each RealtiWeb file. Docket ID and Docket Name The Docket ID ...
Working with Writ Search Results in RealtiWeb (ON)
Writ Search To perform a Writ search, you can search by names already entered in your RealtiWeb file or by manually entering a Name or Execution Number. Search By Name Select the Name(s) and click on Search. The results screen lists the name of each ...
Working with Title Search Results in Realti (ON)
This article covers how to work with title search results, i.e., purchased parcel registers. For searching see this article. Purchased Parcel Registers The Search Results screen for purchased parcel registers loads automatically after clicking ...
Title Search in RealtiWeb (ON)
In RealtiWeb it's possible to find a PIN in a variety of different ways. A common way of using the property address is shown in the following video. Searching by PIN Opening the Title Search screen for the first time in a file will provide the ...
Uploading to Teraview® (ON)
Realti is capable of exporting file information to Teraview® to create instruments. To set-up your user, start by saving your Teraview account details in the My Connected Accounts for the currently logged in user. This can be located in your Profile ...
Converting Schedule into a PDF file for Registration (ON)
Assuming there is at least one schedule on the RealtiWeb file, you will be able to convert your schedule(s) into PDF format. If you need help with adding a schedule to the RealtiWeb file, refer to this article. Converting the schedule(s) into PDF ...
Law Society Import (ON)
To maintain or update your firm’s Other Side’s Lawyer database, you can import directly from the Law Society of Ontario. Click the database button beside the Other Side’s Lawyer field. A popup window will appear with a few options. Click Start a New ...
Creating an OREA Rental Agreement in Realti
You can create OREA Rental agreement forms for residential and commercial leases. Use the Rental Agreement tab, and then click the button that applies to the type of agreement you require. Check out this article for information on how to access OREA ...
Adding a Schedule to an OREA Form in Realti
Check out this article for information on how to access OREA forms within Realti. To add a schedule, such as the Schedule 100, on the OREA Forms popup, click the Schedules button. On the Schedules screen, to add a Schedule, click on the list button ...
Purchasing & Accessing OREA Forms from Realti Ontario
If you’re interested in purchasing and accessing the OREA Standard Forms inside Realti follow the instructions listed below. Purchasing the Forms Log into your LDD account and enter Realti for Ontario. Inside Realti, Create a New File or select an ...
Submitting PIPS Form in Realti (ON)
You can export information for the Prescribed Information for the Purposes of Section 5.0.1 (PIPS) form by navigating to Workspace tab and selecting PIPS. Steps before performing your first export An administrator of the firm account should enter the ...
Remote Signing Protocol (ON)
Requirements Video Conferencing Capability Lawyers are required to use a video conferencing (VC)1 capability that is easily accessible to clients. Some clients may not have cameras on their computers, so please ensure the VC is available on mobile ...