Enhancements and Releases in April 2024

Throughout April, we've been dedicated to enhancing our suite of applications to better serve our customers. From streamlining navigation to introducing new features, our focus remains on a customer-centric approach to product development. The following are the highlights of the releases throughout April.

RealtiWeb

New Views for Home Screen

RealtiWeb has introduced a new icon to effortlessly switching between different views in the Home (a.k.a. Main File List) screen. Choose between the Expand Files or Expand Key Dates views to expand the list according to your preference. Responding to popular demand for displaying more files, we've introduced the Expand Files view.

Bookmarks Added to Document Packages

A few clients requested an easy way of identifying which documents are inside a generated package of Word documents. We are happy to say that the wait is finally over! In Microsoft Word Online, if you click on the Show Navigation Pane to the left of the documents and underneath the list of available tools it will show the list of bookmarks in the document. The icon is underneath the Undo option.

Toolbar Navigation

In a RealtiWeb file the toolbar on the right side includes various tools and options to manage work. As requested by clients, we have added a pin icon to allow everyone to select which tool to open with the file.

In addition, when there are new activities in the Activity Centre, an orange indicator will appear.

Printing Notes

Requested by clients, the ability to print the notes saved inside a RealtiWeb file has been added. This will help when using notes as a way to record details on the file that your firm wants to have a hard copy of.

MyDrive

As requested by clients, we have added an indicator to the MyDrive icon for when new documents are added into the cloud storage.

ClientConnect

ClientConnect was released in Manitoba! Enjoy collecting information from your client via a customizable intake form, including your own questions and document requests, seamlessly import into RealtiWeb, secure document sharing between you and your clients, virtually host meetings with documents at the centre, and verify clients using the built-in client ID verification.