Paper Registration Request

To complete the Instrument, edit the following branches as needed:

Paper Submission

In the Paper Submission branch:

From the options, select the property type.
From the drop-down list, select the Document type.

Enter the Consideration amount and Provincial Land Transfer Tax, if needed.

Select an option whether to include the last registered Instrument with your submission.
Enter the registration number of the last registered Instrument, if needed.

Select Save, and Next to move to the next branch.

Statements

Upload the document for registration

Note: Document must be in PDF format.

Next to statement 30000 (The document to be registered is), select the text IMPORT COMPLETE DOCUMENT.

The Statement window opens.

From the green arrow menu , select Import From File.

A browser window opens.

Navigate to the PDF of the paper registration document on your PC, and select Open.

Note: The document should be in legal size, if possible.

The TEXT field of the window changes to See Schedules, and a paper clip icon appears on the Schedules branch.

Select OK to close.
Add any supporting documentation by selecting the underlined text and following the previous steps.

To remove a schedule from an Instrument

On the Statements branch, select the underlined text, See Schedules, on the desired Statement.

See Schedules

The Statement window opens.

From the green arrow menu , select Remove.

The Schedule is removed.

Select OK to close.

Message(s)

To view messages

To display incoming access messages associated with the Instrument, select the In Box option; to view your sent messages, select Out Box.

The messages display in the list.

Select the desired message.

The contents of the message display in the Message field.

Tip: To expand the message field, drag the bottom right corner of the pane.

To grant update and/or release authority to one or more recipients

Note: This option is not available for Paper Registration requests.

Select the Compose Message button.

The Compose Message window opens.

If desired, select Filter by Company to limit the available recipients to a specific account.

The Company field displays.

Enter the company name in the field, or enter the first few characters of the company name in the field, followed by an asterisk *, and select Find.

Note: You can also refine your search using one of these methods.

Search Operator *	User Enters:	Search Result
No asterisk * - enter an exact match of the name	smith	Smith
Asterisk * at the beginning - this will display results ending in the characters following the asterisk	*smith	Smith 123smith
Asterisk * at the end - this will display results starting with the characters entered before the asterisk	smith*	Smith Smith123
Asterisk * in the middle - this will display results starting and ending with the characters on either side of the asterisk	smith*abc	Smithabc Smith123abc
Multiple asterisks* - this will display results with the entered characters separated by asterisks	123	A1B2C3D 1B2C3D A1B2C3 A12C3D A123D 123 *123*

Select the name from the list.

Note: You must enter at least three characters of the Company or Recipient name to search.

If you filtered by Company, select the Recipient Name from the drop-down list. Otherwise, enter the Recipient Name, or enter the first few characters of the recipient name, followed by *, then select Find, and select the name from the drop-down list.
Select Add to add each name.

The Recipient(s) name(s) display in the Recipients in Message pane.

Tip: If you have selected the wrong recipient name, select the Remove button next to the Recipient's name.

To filter the available Instruments by the assigned project, select Filter by Project.

The Project(s) drop-down list appears.

Select the desired project in the list.
From the Acting for options, select the party on whose behalf you are acting.
To limit the recipient from editing the Instrument(s), select the Limit to Release Authority option.

Note: The Limit to Release Authority option is not available for one-party Instruments, i.e. Charges, Discharge of Charge, etc.

From the Available Instruments pane, select the Instrument to assign to the Recipient.

Note: When scrolling through a list with the keyboard arrows, there are two stages to selection; when the selection you have scrolled to is grey, it is highlighted. To select it, hit the Enter key. The selection will become green.

Select Add to move the Instrument to the Instrument(s) in Message pane.
Add any other required Instruments to the message, following the two previous steps.
Enter the text for the message in the Message field.
Select Send.

A window will open, indicating the status of your message.

In the Instrument List, the Last Action column of the Instrument will indicate that the message has been sent.

Note: Once authority has been assigned to a user through the Messages function, it can only be changed through the User Authority feature in the Administration pane.

Signatories

Note: All required branches must be completed before the Instrument can be signed.

To sign an Instrument in the Signatories branch

Select the Sign button.

The Signing window will appear. The first step will be validation of the Instrument.

Using the checkboxes, select the type of signature.
From the On Behalf Of options, select the appropriate option.
If required, expand the Authorization Statements section using the plus sign and select the appropriate statement.
If required, expand the Unique Lawyer Statements section using the plus sign and select the appropriate statement.
If required, expand the Exemption Law Statements section using the plus sign and select the appropriate statement.
Select the Validate button on the bottom left.

Tip: If validation errors exist, they will display in the red Validation Errors pane, and can be directly corrected by selecting the underlined text, which will display the area for correction directly beneath it. Once an error has been corrected, you can select Remove to remove it. Once all errors have been addressed, select the Sign button again.

Error Text

Error Pane

The Signing Credentials window opens.

Enter your Password and RSA Token.
Select the Sign button.

A confirmation message with a green checkmark will appear on the screen.

To remove a signature from the Signatories branch

Select the Remove Signature button.

The Remove Signature window opens.

Ensure that the correct options are selected in the window.
Select the Remove button.

A confirmation message appears to indicate that the signature has been removed.

Document Identification

In the Document Identification branch, enter the Document Name.
If applicable, from the Acting For options, select Parties From, Parties To, or Both, to indicate the party you are acting on behalf of.
If applicable, from the Fee Payment options, select Party From or Party To to designate the party who will be charged the registration fee when the Instrument is submitted for registration.

Note: If you change the Acting For or Fee Payment options after the Instrument has been signed, the signatures will be removed, and the Instrument will need to be signed again.

Enter the Client File Numbers, if applicable.

Tip: The Client File Number field name label will be specific to the Instrument type in question. (For example: Party From Client File Number or Party To Client File Number.)

Note: You can change or delete the file number at any time. Deleting or amending a file number once the Instrument has been signed will not result in the removal of a signature. If you do not complete this field it will not appear in the Document Preparation (WIP) or Registration/Confirmation reports.

Select Save, and Next to move to the next branch.

Schedules

The Schedules Branch displays a list of schedules associated with the Instrument.

Note: Schedules are added in the Statements branch. If the Instrument is a Charge, schedules can also be added in the Additional Provisions field in the Charge Provisions branch.

To view Schedules

From the Schedules Branch, select the View Schedules button.

The View Schedules window opens.

To download the PDF to your computer, if desired, click the Download All button.
Save or print the file, as desired.

To remove a Schedule

On the Statements branch, select the underlined text, See Schedules, on the desired Statement.

See Schedules

The Statement window opens.

From the green arrow menu , select Remove.

The Schedule is removed.

Note: If the schedule has been added in the Additional Provisions field in a Charge, from the green arrow menu next to the Additional Provisions field, select Remove.

Select Save, and Next to move to the next branch.