Annex Restrictive Covenants S.118-Charge

To complete the Instrument edit the following branches as needed:

Note: This Instrument is sourced by Instrument. You must complete the Source Instruments branch first, in order to populate the PIN(s), descriptions and Party(ies) To.

Source Instruments

If an Instrument is sourced by Instrument (rather than property), this branch will appear. It must be completed before you can proceed with the Properties branch.

The Effective Instrument is the instrument currently being dealt with (i.e. being deleted, assigned or changing of name of party).
The Assignment Instrument is an instrument that affected the original effective instrument by assigning the interest, or changing the name of a party or removing a party to of the effective instrument.

To add Source Instruments

Note: If the source Instrument is not in the same Docket, register it separately. You can then include its registration number in the still unregistered instrument.

In the Effective Instrument field, enter the registration number of the related interest, or if the source instrument is a Work In Progress, select the appropriate Instrument from the drop-down list.

Note: The Instrument must be in the same Docket to appear in the drop-down list.

Note: When the Work In Progress document is submitted for registration in the same Docket, the system will insert the registration number for the source instrument.

Select the Add button.

The Instrument displays in the branch.

Note: The Assignment Instrument can only be added once the Source Instrument has been added.

In the Assignment Instrument field, enter the registration number of the related interest or, select the appropriate Instrument from the drop-down list.
Select the Add button.
The Instrument displays in the branch.

To replace Source Instruments

Note: If you have left the Source Instruments branch since adding the Source Instrument, this action will not be available. You must create a new Instrument.

In the Effective Instrument or Assignment Instrument field, enter the registration number of the related interest, or if the source instrument is a Work In Progress, select the appropriate Instrument from the drop-down list.

Note: The Instrument must be in the same Docket to appear in the drop-down list.

Note: If the source Instrument is not in the same Docket, register it separately. You can then include its registration number in the still unregistered instrument.

Select the Replace button.

The new Instrument displays.

To request a Source Instrument

From the green arrow menu next to the desired Instrument, select Request.

The Instrument Request window opens.

From the Options drop-down list, select View, Email, or Courier.
Enter the required information and Select View, Email, or Courier.

The request is sent.

To remove a Source Instrument

Note: If you have left the Source Instruments branch since adding the Source Instrument, this action will not be available. You must create a new Instrument.

In the Source Instruments branch, select the Instrument to remove.
From the green arrow menu next to the desired Instrument, select Remove.

The Instrument is removed from the branch.

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

Properties

Note: Depending on the type of Instrument displayed, the available fields and actions may vary.

Note: If this branch has not been completed, you may not be able to proceed with certain other branches.

In the Properties branch:

Note: This option is not available if the Instrument has a Source Instruments branch.

Select the $0.00 in the Consideration Amount field and delete it.
Enter the Consideration Amount, if required, for the instrument.

To add a PIN or a range of PINs to the property

Note: This option is not available if the Instrument has a Source Instruments branch.

From the options, select Add PIN or Add PIN Range.
Enter the PIN or PIN Range in the two fields.

Note: The PIN consists of a five-digit block number and a four-digit property number. The cursor will automatically jump to the second field in the PIN once the block number is entered. It isn't necessary to select Tab.

Select the Add PIN or Add Range button.

The PIN or PINs display in the list, and can be displayed by selecting the green triangle to the right of the branch.

To remove a PIN

In the PIN list, select the PIN to remove.
From the green arrow menu , select Remove.

The PIN is removed.

Note: If you remove a PIN and had Transferors entered in the Transferor branch, you will have to remove them.

To view Parcel Register

Select the desired PIN in the list on the main Properties branch display.
From the green arrow menu to the right of the PIN record , select View Parcel Register.

The Parcel Register Options window opens.

Note: Once the Parcel Register has been retrieved for the PIN, a checkmark Check Mark will appear next to it in the toggled list on the left.

Enter the required details in the window.
Select OK.

The Parcel Register for the PIN displays. From here, you can perform a number of next steps.

To generate a PDF of the Parcel Register

In the top right corner of the Parcel Register, select the PDF button.

The PDF window opens.

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

To create an autopopulated Instrument from a PIN

From the Parcel Register, select the Create New Instrument button.

The Create New Instrument From window opens.

Select the plus sign next to the Instrument Type category, and select the desired instrument type, or enter the first few characters into the Instrument Type field, and select Search.
Select the Create button.

The new Instrument displays, auto-populated with the details of the PIN for the displayed Property Register.

To download a text file of the Parcel Register

From the green arrow in the top right corner of the Parcel Register, select Download Text File.

The file downloads to your computer.

To request one or more Instruments

In the Instruments section of the Parcel Register, select the plus sign .

The list of associated Instruments display.

Select the Instrument(s) in the list.

Tip: To select multiple items, use the checkboxes Check Box .

Select the Request button.

The Instrument Request window opens.

From the Options drop-down list, select View, Email, Courier, or Preview.

Note: The Preview option will display a blurred copy of the Plan for preview prior to purchase.

Enter the required information and click View, Email, Courier, or Preview.

The request is sent.

To view Instrument details

Click the plus sign to the right of the Instruments section.
From the green arrow to the right of the Instrument, select Details.

The Registration Number window opens, displaying the details.

To request the Instrument, select Request.

The Instrument Request window opens.

From the Options drop-down list, select View, Email, Courier, or Preview (if available).

Note: The Preview option will display a blurred copy of a Plan for preview prior to purchase, if available.

Enter the required information and click View, Email, Courier, or Preview (if available).

The request is sent.

To create a new Instrument from an existing one

In the Parcel Register, select the plus sign next to the Instruments section.

The Instruments display.

From the green arrow menu next to the Instrument you'd like to copy, select Create New From.

The Create New Instrument From window opens.

Select the plus sign next to the Instrument Type category, and select the desired instrument type, or enter the first few characters into the Instrument Type field, and select Search.
Select the Create button.

To edit PIN Details

In the Properties branch, either select the PIN in the PIN list, or select the green arrow menu in the Properties branch display next to the PIN and select Open.

Tip: To display the toggled list, select the green triangle to the right of the branch name.

The PIN details display.

To change the Registered Description

From the Reason for Change drop-down menu, select the appropriate option.

The Change Description field becomes enabled.

Note: Depending on the type of Instrument, the Reason for Change option may not be required.

Change the description as needed.

Select the Save button.

To remove the Property

Select Remove Property.

The PIN is removed.

To add another Property to the Instrument

With the Properties view displayed, select Add Property.

The Add Property window opens.

Enter the PIN.
Select Add.

Applicant

To add an Applicant

Enter the name of the Applicant in the field, and select Add Applicant.

Tip: Person names must be entered in the following format: LAST, FIRST.

Note: If the type of name entered is a Company and contains one or more commas, the Type indicator will default to Person. This can be changed by selecting the name in the toggled list on the left, and selecting Company from the Type options.

The Applicant displays in the branch.

Tip: To expand or contract all the Instrument branches containing information, from the green arrow menu , select either Expand All or Contract All.

To retrieve Writs

Note: This functionality will only appear if the Applicant is a "Party From".

Select the Retrieve Writs button.

The Writs are retrieved, and will display in the Writs section, if the Instrument has one.

Select the Writ Certificate - PDF button.

The certificate displays in the PDF window.

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

To edit Applicant details

In the Applicant branch, either select the Applicant in the toggled Applicant list, or from the green arrow menu next to the desired Applicant, select Open.

Tip: To display the toggled list, select the green triangle to the right of the branch name.

With the Applicant displayed, select the Type and Capacity, and enter the Share amount, if required.
Select the required statements, if needed.

The Instrument type you have chosen determines which statements will be available for selection.

Note: These statements will be greyed out if they aren't required for the Instrument type.

Note: A statement number that is bold (For example: Bold Text ) indicates that the statement is a law compliance statement. Any Teraview user can select the statement but when the Instrument is electronically signed for completeness, the signing user must be a lawyer.

Tip: Words in uppercase (for example: Uppercase text: NAME ) contained in a statement indicate that additional information is required. Select the term to display the window where the information can be added.

Tip: If no statements display, try selecting Show All.

To add a schedule to a statement

Note: Schedules can be in PDF and TXT format only.

In the body of the statement, select the underlined text.

Schedule

The Statement window opens.

From the green arrow menu , select Import From File.

A browser window opens.

Navigate to the Schedule on your PC, and select Open.

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

Select OK to close.

To add an existing attachment to the statement

This feature allows you to attach another schedule already in the system.

In the body of the statement, select the underlined text.

Schedule

The Statement window opens.

From the green arrow menu , select Existing Attachment.

The Select Attachment window opens.

Enter the Registration Number of the Instrument, and select Search.

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

Select OK to close.

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.

In the Address and Postal Code for Service section, select the plus sign , and enter the address details if needed.

To add another Applicant

From the toggled list on the left, select the Applicant name.
With the Applicant displayed, select the Add Applicant button.

The Add Applicant window opens.

Enter the name of the new Applicant.
Select OK.

The new Applicant displays in the list on the left hand side.

To remove an Applicant

In the Applicant branch, select the Applicant to remove.
From the green arrow menu , select Remove.

The Applicant is removed from the branch.

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

Statement(s)

The Instrument type you have chosen determines which statements will be available for selection.

Note: These statements will be greyed out if they aren't required for the Instrument type.

Tip: If no statements display, try selecting Show All.

To add a schedule to a statement

Note: Schedules can be in PDF and TXT format only.

In the body of the statement, select the underlined text.

Schedule

The Statement window opens.

From the green arrow menu , select Import From File.

A browser window opens.

Navigate to the Schedule on your PC, and select Open.

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

Select OK to close.

To add an existing attachment to the statement

This feature allows you to attach another schedule already in the system.

In the body of the statement, select the underlined text.

Schedule

The Statement window opens.

From the green arrow menu , select Existing Attachment.

The Select Attachment window opens.

Enter the Registration Number of the Instrument, and select Search.

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

Select OK to close.

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.

When the Instrument is complete proceed to signing.