Generating Documents

In Assyst Real Estate, documents are generated in Word or PDF format and the information which is merged is always based on the relevant file data.

Make sure to complete correctly the required information before generating your legal documents to avoid having missing information.

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† To generate a document

1.	Click the Documents tab. This will display the list of documents available for the file.

2.	Click the Generate button to the right of the document type to generate a document.

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The document is generated and the information which is merged is always based on the relevant file data. The creation date and time, and the name of the generated document appears automatically below the document type.

Once generated, you can open the document to view, modify or print it.

† To view details of a document

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1.	Click on Details icon.

2.	The information relevant to the document is displayed (file name, version, language, creation date and time, and name of the lawyer/notary who created the document).

3.	For documents which have been digitally signed and submitted to the Financial Institution, the information relative to the transmission is displayed in the Transmissions section: recipient name, e-mail, sender name, document transmission date.