New Files

The list of files is organized as following:

New files (not yet accepted): They represent the files transmitted by the financial institutions and that you have to accept, transfer or refuse.

They are the first to be displayed in your list of files.  New files are displayed from the oldest to the most recently received. This sorting cannot be modified.

   For legal assistants and lawyers/notaries who share files, new files are displayed under the name of the lawyer/notary who is responsible for them.

•For every new file, the file number and the borrower name are displayed as well as the number of remaining hours before the end of the acceptance period.

•Every new file is displayed during a limited period of time (2 business days); if, at the end of this delay, you have not accepted, transferred or refused a file, it is removed from your list of files and returned back to the financial institution.

•When you accept a file, it is removed from the list of your new files and moved to the list of your current files under the name of the financial institution which assigned it to you. If you refuse a file, it is removed from the list of your new files but the financial institution can reassign it to you.

New files

When you select a new file in your list of files, the information displayed on the right pane includes:

•One single tab called File Information.

•The financial institution logo, the file number and the name of the main borrower.

•Various sections with specific information related to the file (general information, borrower, properties, etc.) This information cannot be edited as long as the file is not accepted.

•A dedicated section with Transfer, Refuse and Accept buttons where you click to accept, transfer or refuse the file.

Refer to Processing New Files for more information.