Support FAQs

Support FAQ's

Support FAQs

1. Purchasing credits

Click Transaction Management > Purchase Credits > Order by Internet > Indicate Payment Method > Indicate Amount > Type in ‘Submitted by’ Name > Type in ‘Authorized by’ Name > Click Purchase by Internet > Submit

2. Loading your letterhead

The Conveyancer can be configured to print your letterhead or to print onto stationery that’s pre-printed with your letterhead. You don’t have to change each individual Master Document.

Each Master Document distributed with the software contains an “Include File” option that automatically lets you add in your letterhead. Simply incorporate your letterhead into the Include File. Note: It is not recommended that you overwrite the file with your letterhead, because the file may contain other important formatting codes (such as page-numbering).

The four letterhead Include Files which should be modified are:

  • ltr&date.fmt - contains a code to add in the date.
  • ltrundtd.fmt - a copy of ltr&date.fmt, but without the date code or the hard return character. Note: This letterhead is used with a few specific Master Documents, which are to be dated on the Closing Date, and for which the date of the letter is inserted by a document production code in the Master Document, rather than a code in the letterhead Include File.
  • account.fmt - a copy of ltr&date.fmt, but customizable, so you can have a different letterhead on Statements of Account than you do for letters.
  • ledger.fmt - a copy of ltr&date.fmt, but customizable, so you can have a different letterhead on Trust Ledger Statements than you do for letters.


3. Creating your database

Every time you enter a Purchaser or Vendor name in The Conveyancer, it is entered into the Parties database. To edit the Parties database directly outside of a Record, click on the 2nd DB (Secondary Databases) button and click 2 Parties.

4. Title Insurance options

Law Office Facilitated Title Insurance (LOFTI) is the process by which The Conveyancer facilitates the ordering of Title Insurance (for residential properties only) from Stewart Title Guaranty Company, FCT Insurance Company Ltd. or Chicago Title Insurance Company.
Title Insurance for Stewart Title is available in two modes, each with a different interface and workflow:

• Electronic-order - lets you order Title Insurance from Stewart Title with all communications and documents delivered electronically over the Internet.
• Paper-based - requires you to contact Stewart Title to receive policy numbers and documents.

The Paper-based is set up by default in The Conveyancer. We advise new clients to contact Stewart Title (866-969-9101) to reconfigure LOFTI to Electronic-order, obtain the login credentials and download policies into The Conveyancer.

For FCT we advise new clients to contact FCT (866-804-3122) to set up a new account with login credentials.
Chicago Title allows a new user to submit a request for a new account within The Conveyancer via a dialog box that appears when a new user selects this Title Insurance company for the first time.

5. After the 30-day trial

You will receive a statement outlining the license fees and invoice numbers for any Transaction Credits purchased during the trial period.

1. Purchasing Records

Open Tab A > Click the Lock Button > Proceed by Internet > Indicate Payment Method > Type in ‘Requested by’ Name > Type in ‘Authorized by’ Name > Click Purchase by Internet > Submit Note: The Record number and Corporate Name (Tab B) should be completed before validating the Record.

2. Loading your letterhead

Fast Company can be configured to print your letterhead or to print onto stationery that’s preprinted with your letterhead. You don’t have to change each individual Master Document.

Master Documents distributed with the software contain an “Include File” option that automatically lets you add in your letterhead. Simply incorporate your letterhead into the Include File. Note: It is not recommended that you overwrite the file with your letterhead, because the file may contain other important formatting codes (such as page-numbering).

The letterhead file that should be modified is ltr&date.fmt, which contains a code to add in the date. There is also an account letterhead called account.fmt.

3. Creating your database

The Principals database can be accessed using the People icon on the top menu bar or by selecting Go To > Secondary Databases > Principals. Alternatively press CTL+P on your keyboard.

4. After the 30-day trial

You will receive a statement outlining the license fees and invoice numbers for any Transaction Records purchased during the trial period.

1. Validating a Record

Open Tab A > Click the Lock Button > Proceed by Internet > Indicate Payment Method > Type in ‘Requested by’ Name > Type in ‘Authorized by’ Name > Indicate Type of Validation > Click Purchase by Internet > Submit

Note: The Record number (Tab A), Name of Deceased and Date of Death (Tab B) should be completed before validating the Record.

The cost of validating an estate record so that you can perform estate administration functions is $75. The cost of validating an estate record to perform estate accounting functions depends on the number of estate accounting entries to be recorded-$100 for up to 150 estate accounting entries; $250 for 650 estate accounting entries; $400 for an unlimited number of estate accounting entries.

Note: When counting the number of estate accounting entries, if the record is validated for estate administration, entries for assets and/or liabilities at the Date of Death (i.e. original assets and liabilities) are excluded from the count.

For convenience, even though the record may not have yet been validated, you can still enter data (up to 25 estate accounting entries).

2. Loading your letterhead

Follow this procedure for Estate-a-Base only. From the top menu bar, select Go To > Open Letterhead Master Document > Proceed. Paste the letterhead into this document below Update (if it appears) but above the date. Letterhead for the Statement of Account can be added directly to the master statemnt.acc. For the ledger, the required file is ledger.fmt.

The letterhead file that should be modified is ltr&date.fmt, which contains a code to add in the date. There is also an account letterhead called statemnt.acc.

3. After the 30-day trial

You will receive a statement outlining the license fees and invoice numbers for any Transaction Records purchased during the trial period.

1. Purchasing credits

Click Transaction Management > Purchase Credits > Order by Internet > Indicate Payment Method > Indicate Amount > Type in 'Submitted by' Name > Type in 'Authorized by' Name > Click Purchase by Internet > Submit

    2. Loading your letterhead

    Will Builder can be configured to print your letterhead or to print onto stationery that’s preprinted with your letterhead. You don’t have to change each individual Master Document.

    Master Documents distributed with the software contain an “Include File” option that automatically lets you add in your letterhead. Simply incorporate your letterhead into the Include File. Note: It is not recommended that you overwrite the file with your letterhead, because the file may contain other important formatting codes (such as page-numbering).

    The letterhead file that should be modified is ltr&date.fmt, which contains a code to add in the date. There is a second file that also requires a letterhead called ltrundtd.fmt.

    3. Creating your database

    Every time you enter a Party Name in Will Builder, it is entered into the Parties Database. To edit the Parties Database directly, outside of a Record, click on the Will Builder Parties Database > Edit.

    Will Builder also allows you to create a new Record in the Parties Database by importing data from a Party or Principal Record in another Do Process application (The Conveyancer, Fast Company or Estate-a-Base). To take advantage of this import functionality, access the applicable User Setup Record and select Import from among the tabs at the top of the screen.

    4. After the 30-day trial

    You will receive a statement outlining the license fees and invoice numbers for any Will Records purchased during the trial period.

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