About New Files

The new files correspond to the files sent to you by the financial institutions and that you have to accept or refuse to handle.

New files are the first files displayed on top of your list of files and are displayed in a different green color. They are sorted so as the most recent files assigned to you are at the end of the list. This sorting order cannot be modified.

New files are displayed under the name of the notary who is responsible for them in case of file sharing (for legal assistants for instance). If the Accept files permission has not been granted, new files are not displayed.

For every file the following information is displayed: the TELUS file number, the name of the main borrower and the number of hours remaining before the end of the acceptance period.

Every new file is displayed for a limited period of 2 business days. If at the end of this delay, you have not accepted or refused the file, it is sent back to the financial institution which has assigned it to you.

If your out of office notification is enabled, the financial institution will be informed about your absence (for notaries only). Refer to the Enabling/ Disabling Your Out of Office Notification section for more details on this option.

When you select a new file in your list of files, the information displayed on the right pane includes:

¢	One single tab called New File.

¢	The file number and the name of the main borrower.

¢	Various sections with specific information related to the file (general information, borrower, properties, etc.) This information cannot be edited as long as the file is not accepted.

¢	A dedicated section called Accept or Refuse where you click to accept or refuse the file.

new file page

You cannot handle a new file and view all the related information as long as you do not accept it.