DID YOU KNOW that you can find and generate any document available in the system by using the search feature in the All Documents group? You no longer need to put documents into a group!
When you first access the Document Manager, the All Documents group is selected by default. To find any document do the following:
- Enter your search criteria into the search box located at the bottom of the Documents in Group table on the left hand side of the screen . Note: For a quick reference sheet on key search words click here. This quick reference sheet can be printed and utilized as an ongoing reference.
- Click the Search button or press your Enter key
- Only documents that match your search criteria will be displayed in the Documents in Group Table
- Select the documents you wish to generate and click the single arrow to the right to move these documents into the Selected Documents Table.
Note: You may find it more efficient to search in the All Documents group for lender documents rather than have your own group. The reason is that the All Documents group will always contain all available documents, including any new lender documents that we add to the system. Your own group will not.
UPDATES:
- To faciliate quicker searching, the search box will now be open and available by default on the Documents In Group table in the Document Manager. Also, based on your feedback, the clear button has been changed to a search button. You can either click the search button or press enter to start the search. The contents of the search field will be deleted automatically when you change your group selection.
- Many of our users indicated that they needed to be able to edit the way their company is described, ie. Barristers and Solicitors or Barrister and Solicitor. To accommodate this we have added a description field to the company profile. The contents of this description field are utilized in the applicant section of the land title documents. This description field will be completed for your firm by default however you can edit it by going to the profiles, company profile ink.
BUG FIXES:
- EFS Form C release will now pick up the middle name of individual charge holders
- CTIC title insurance order no longer requires that you enter Canada as part of the civic address of the property
- You should no longer encounter problems when changing lawyers on a file
- BSOA no longer has a space before the description of each item
If you have any questions or comments, please call us at the very helpful desk at 866.326.6839!
- Cathy G.
