Consulting the Documents Automatically Generated
Consulting the Documents Automatically Generated |
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Following the file acceptance process, Assyst Real Estate automatically generates different documents. These documents are the following: ¢The invoice ¢The TELUS Service Contract ¢The rules and procedures ¢The Notary Instructions (for Desjardins) or the Notary Mandate (for BNC) or the General Instructions to Lawyer/Notary and the Specific Instructions (for RBC) All documents associated with a file are available in the Documents tabs. You can select any document and open it in Adobe Reader or Microsoft Word (Quebec) to consult the document content. Note: In case of file sharing, if the Access files permission has not been granted, the documents that have been generated can not be consulted by legal assistants and/or other lawyers/notaries. ➢To consult the documents that are automatically generated 1.Open the file of which you want to consult the documents that have been automatically generated. 2.Click the Documents tab. This will display the list of documents associated to the file. Documents are organized by category. Document categories having a 3.Click the 4.Select the name of a file document (for instance: DOC_MANDAT_NOT_(F)_v1.doc). This will display the information related to this document on the right pane (file name, language, creation date and author)
5.Click the Open link on the right pane. This will open the file in Adobe Reader or Microsoft Word (Quebec). You can then consult and even print it. 6.Repeat steps 3 to 5 to open other documents and consult them.
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sign on their left side include generated documents. It is the case for: the invoice, the TELUS Service Contract, the rules and procedures, the Notary Instructions (for Desjardins) or the Notary Mandate (for BNC) or the General Instructions to Lawyer/Notary and the Specific Instructions (for RBC). 
