Current Files

When you select a current file (already accepted) in the list of files, the details of the file are displayed on the right pane and includes the following information:

¢4 tabs to manage efficiently the information: File, Additional Information, Documents, Notes.

¢The TELUS file number and the name of the borrower .

¢Information sections (general information, borrower, property, etc.). This information can be modified if necessary.

¢A "Status" section where you can follow the file processing steps.

¢2 functions: Save and Cancel to be used to save or cancel the modifications you add to the file.

Note 1: If you do not see all the information on your screen, use the vertical scroll bar on the right side of the window to display the information available at the bottom of your screen. You will also find at the bottom of the File page a link called Top of Page. Click this link to go back quickly to the top of the page.

Note 2: Current files are displayed under the name of the lawyer/notary who is responsible for them in case of file sharing (for legal assistants for instance).

For more details on current files, refer to the Processing Current Files section.