Document Customization
Intro to Document Customization
If you're new to customizing documents in RealtiWeb (or simply want a refresher), this video is meant to help explain the essentials to customizing documents. Note: The video uses RealtiWeb BC. Those using RealtiWeb for real estate conveyancing in ...
Document Legend
When viewing the list of master documents at the top of the list is the Document Legend. The legend identifies the meaning of the various colours used in the document list. Blue badge: A standard RealtiWeb document created by LDD. Purple badge: ...
Customizing Documents with Custom Fields
Custom Fields are fields you can add to RealtiWeb for your firm. These fields are treated like any other field, except they are customizable. They can be used to combine other fields together, for calculations, or to add additional information to ...
Standard Document Customization Tools in RealtiWeb
RealtiWeb has standard icons used for various actions. Below is the list of standard icons used in RealtiWeb that appear when customizing documents. Many of the items listed below, may seem familiar due to their use in other applications. For ...
Tool Icons when Viewing the Master Document in RealtiWeb
Throughout RealtiWeb there are several icons that will appear in several areas. Document customization is an area where there are several different tools each with their own icons. For tools appearing when editing a clause, please refer to this ...
Formatting Bullet Point and Numeric Lists in Documents
There are tools for formatting content into bullet or numeric lists within your documents. Below will cover numeric and bullet point lists. For more advanced numeric lists, such as when certain items will apply, refer to this article. Note: To add a ...
Customization Options for Packages
RealtiWeb offers specific options to further customize each package of documents. To access the feature or create a package of documents, refer to this article. After navigating and creating your first package, right-click on a package name inside a ...
Understanding Document & Clause Looping
Looping is a method of document and clause customization that helps to reduce repetition when there are multiple entities that need to be independently accounted for. Common examples of field types that would commonly be “looped” include Purchasers, ...
Common Loops and Associated Fields in Mapping
For more information on Clause and Document Looping check out this article. Individual fields in mapping relate to ‘one of each’ for looped documents or clauses. Loop For Document Loop Clause Loop Fields in Mapping found: If doc is NOT looped use: ...
Creating a New Document
To create a new document from start to finish, navigate to Tools > Documents and click on the Add a new document button. Follow the prompts in the New Document Wizard. Start the content of the body of the document by adding an existing clause or a ...
Editing Document Body - Editing Clauses & Fields
The body of RealtiWeb documents are made up of different clauses (also known as paragraphs). These clauses can be controlled with conditions and clause loops. You can easily see each new clause as the clause colours alternate between white and light ...
Editing Document Body - Tables for Formatting & Numbering
Tables are used in RealtiWeb 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 ...
Editing Document Body - Clause Looping & Complex Clause Conditions
The body of RealtiWeb documents are made up of different clauses. These clauses can be controlled with conditions and clause loops. You can easily see each new clause as the clause colours alternate between white and light blue. Understanding how ...
Duplicating, Restoring, and Renaming Master Documents
To duplicate, restore or rename a master document, navigate to Tools > Documents in RealtiWeb. Select the master document you would like to restore, rename or duplicate from the list that subsequently appears. Duplicating Documents The preferred ...
Editing Document Body - Clause Properties & Conditions
The body of RealtiWeb documents are made up of different clauses. These clauses can be controlled with conditions and clause loops. You can easily see each new clause as the clause colours alternate between white and light blue. Understanding how ...
Common Conditions, Counts & Operators
When customizing documents, you will frequently need to use conditions, counts and operators to structure the way the document content is generated. Below are frequently used conditions, counts and operators that you may find useful when customizing ...
Modifying Master Document Pre-Body and Post-Body Sections
You can edit the pre-body and post-body appearance and content of the documents that you generate in a RealtiWeb by modifying its Master document. To modify a master document, navigate to Tools > Documents in the top navigation pane in RealtiWeb. ...
Modifying Master Document Attributes & Setup
You can edit the appearance of the documents that you generate in a RealtiWeb by modifying its Master document. To modify a master document, navigate to Tools > Documents in the top navigation pane in RealtiWeb. The complete list of master documents ...
Organizing your Master Documents by Category
In RealtiWeb, there are three ways of managing and viewing your documents: By Category By Package Alphabetically Organizing Your Documents By Category You are able to control what documents go into which category by editing their attributes in the ...
Setting Up a Document Template
Navigate to Document Templates (general) under Tools in RealtiWeb. When the list of document templates appears onscreen, select the Edit icon next to the document template that you would like to edit. The Setup Document Template screen will open. The ...
What is a Document Template?
Document templates set the basic layout for all Master documents that belong to the same document type. Master documents, on the other hand, establish the default content, fields and clauses for the documents that you create while working in a file ...
Organizing your Master Documents into Packages
RealtiWeb enables you to create your own document packages. This feature is useful for generating more than one document at a time, for printing and emailing to the recipient. The video will assist in getting you started, and additional details are ...
Accessing Master Documents in RealtiWeb
You are able to customize or create your own documents, including adding your own custom fields. After logging into RealtiWeb, hover over the Tools in the navigation across the top and select Document Masters. This will load the Master Documents ...