ECONVEYANCE UPDATES FOR BC

February 4, 2012

Copy Document Groups 

We have now added the ability for you to copy document groups from another user in your firm.  It's full of flexibility and quite simple!

You'll find a new option in the Document Manager - New Groups screen to copy a group. Simply select the user and a list of that user's groups will be displayed to you. Select the group from the drop down list and its contents will appear in the Documents in Groups table for you to review. You can save the group just as it is, or, you can change the name of the group as well as add additional documents or remove documents from the group.

Click here for complete step by step instructions.

Default Complete Accounts 

We have added more flexibility in the way you create accounts on your files.  You now have the ability to create default accounts.  A default account is a complete account which can include fees, disbursements/other charges and payments. These complete accounts can then be added to any file by clicking the Get Default Account link that is now available on the main Account tab in Accounting.

We think you'll find this new feature quite simple to use.  If you would like more details on how to create a default complete account, click here.  If you would like more detail on how to add a complete account to your file, visit Company Profile or Accounting.

Econveyance Billing Information 

The Billing Information tab in the Company Profile is where you record and update information relative to your econveyance account. You now have full control over selecting and changing your payment method as well as greater flexibility in selecting minimum and maximum top-up amounts.