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NEWS BULLETIN (February, 2003)

 Important notice to users of The Conveyancer (Projects Module)

Projects module supports online document delivery to purchasers' solicitors on convey.ca  


We are pleased to announce the official launch of the Projects module's web-enabled document delivery system.

You can now use the The Conveyancer to make documents generated using the Projects module available for download by the purchaser's solicitor.

HIGHLIGHTS

● save time of printing, collating, packaging and arranging for delivery or transmission of documents;

● save costs of paper, toner, postage or courier;

● fully automated process, completely integrated with The Conveyancer;

● secure website;

● logins and passwords for purchasers' solicitors auto-generated by The Conveyancer for each transaction;

● automated email transmission of login and password details to purchasers' solicitors;

● automated conversion to .PDF (Adobe Acrobat) format for MS Word and WordPerfect documents, as well as for Form'L'Ware LandForms documents (i.e. GST Rebate Application, Tab "M" Statement of Adjustments, Polaris forms);

● your firm name and customized "General Information" wording on the page presented to the purchaser's solicitor;

● one-time upload of documents common to the entire project (e.g. bylaws, title advice memo);

● automated logon (as if you were the purchaser's solicitor) from within the transaction record in The Conveyancer;

● ability to upload documents for hundreds of transactions at a time.

 

WANT TO SEE AN EXAMPLE?

Go to http://projects.convey.ca and then click the link for Projects and then click the image (i.e. the photograph) in the bottom left corner of the login screen. This will launch a sample page (generated by the Projects module) from which the solicitor for a purchaser would download documents for closing.

Make sure to open the GST Rebate Application and the Statement of Adjustments in the "Final Closing" group.

WANT MORE INFORMATION (INCLUDING PRICING)?

Go to the above sample page. Additional information, including pricing is contained in the "General Information" box.

WANT TO TRY IT OUT?

● Assuming you are licensed for use of the Projects module, make sure you are using at least version 8.4e of The Conveyancer;

● Create a project for which the project record number is: CONVEYCA (we've set this up to allow you to upload up to ten transactions);

● Obtain on-line help by selecting Help from the main menu and then selecting Show Help Screen No. ??? and then entering 351 ;

● You will need to enter your Do Process Account No. into the program on a one-time basis (if you don't know it, it is the four digit component of any Do Process invoice number, or just call us);

● Make sure to add the .PDF extension when setting up the list of file names for the purchaser's solicitor;

For further assistance, our specialist on this feature is Jozef at extension 111.

 

Sincerely,

Mitchell Brown, B.Sc., LL.B.

DO PROCESS SOFTWARE LTD. President

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