Working in Your File
Navigating the Financial Screen (NS)
Here, you can review and modify the financial information related to a file under the following four tabs: Stmt of Adjustments; DTT; Account to Client; and Trust Statement. At the top of the page for each tab, there is a blue link to create the ...
Navigating the Issues Screen (NS)
The Issues button has the following five tabs: Master Issues List; Inquiry Status; Objection; Checklist; and Report. Master Issues List tab The Masters Issues List tab is for you to add any action items or issues with the transaction. For the ...
Navigating the Mortgage Screen (NS)
Mortgage Button The Mortgage screen is used to add new mortgages to the file. Any existing mortgages on title are handled via the Issues screen. Lender selection The first field that should be completed when adding a mortgage is the Lender, using the ...
Property and Legal Description & Contract Details (NS)
Property and Legal Description tab This tab is where you enter the subject property address, type, and legal description. By clicking the edit button beside the City/Town field, a popup will open for information to be entered regarding the costs of ...
Navigating the Basic Screen (NS)
The Basic screen is the default screen that opens for all file types after they are created (or after opening a file from your file list). Under the Basic screen there are three tabs: Basic Information; Property and Legal Description; and Contract ...
Barristers’ Society Import (NS)
To maintain or update your firm’s Other Side Legal Representation database (a.k.a. the Other Side’s Lawyer database), import directly from the Nova Scotia Barristers’ Society. Click the selector icon beside the Other Side Legal Representation name. A ...