How create a file

You can create a new file at any time. The new file will be generated immediately and will be added in the section Other Files in the List of files.

Create a new file  

1.Click the Create a file button at the top of the Files list. This will display the Create new file window.

2.Select in the dropdown menu Program, the program for which you want to create a file.

    If you select the program Discharge, the field Financial institution will be grayed out and you can not select the name using the dropdown menu.

3.Select in the dropdown menu Financial Institution, the name of the financial institution for which you want to create a file.

4.Select the File type (Individual or Corporation or Trust) using the radio button.

5.Enter the name of the natural or legal person to which the file will be associated in the fields First Name and Last Name (The name entered will be the name of the file created)

6.Select in the dropdown menu Province the province for which the file will be open.

7.Click the Confirm button.

The file is added to the list of you files in the Other Files section. (See Description of a creating file)

    Do not accumulate too many documents in one single file, make separate files.