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You can create a new file at any time. The new file will be generated immediately and will be added in the section Other Files in the List of files.
| 1. | Click the File Creation button in the Assyst Real Estate toolbar. This will display the File Creation window. |
| 2. | Select in the the dropdown menu Program, the program for which you want to create a file. |
 If you select the program Publication (only) or Discharge, the field Name will be grayed out and you can not select the name using the dropdown menu.
| 3. | Select in the dropdown menu Name, the name of the financial institution for which you want to create a file. |
| 4. | Select in the dropdown menu Legal counsel responsible for the file, the name of the notary you work for and who is responsible for the file. |
The Legal Counsel Responsible for the file field is only displayed for legal assistants.
| 5. | Enter the name of the natural or legal person to which the file will be associated in the field File to be opened in the name of: (The name entered will be the name of the file created) |
| 6. | Select in the dropdown menu Province the province for which the file will be open. |
| 7. | Click the Create button. |
The file is added to the list of you files in the Other Files section. (See Description of a creating file)
Do not accumulate too many documents in one single file, make separate files.
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