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Thanks to the transfer function, you can transfer a file to another notary if, for any reason, you are not able to handle the file.
A file can be transferred to another notary only if it has not yet started to be processed. Its status must be set to File Accepted to be able to transfer it.
When you transfer a file, you are automatically reimbursed by TELUS and the charges for the file are credited to your credit card.
When a file is transferred, it is removed from your list of current files.
| 1. | Select a file in your list of files and make sure the File tab is selected. |
| 2. | Make sure the file status is set to File Accepted in the Status section. If not, transfer will fail. |
| 3. | Click the Transfer File link below the Status zone. This will display the Transfer File dialog box. |
| 4. | Click the  button to display the Legal Counsel Search dialog box |
| 6. | Complete the criteria for your search by selecting the Province and the City (if desired) and by entering the first 2 letters of the Name of the legal counsel to whom to you want to transfer the file. |
| 7. | Click the Search button to perform the search. A message is displayed if no record matches your criteria. |
 If the name of the notary to whom you want to transfer the file is not listed, please contact the TELUS Service Desk.
The results of the search are displayed in a list.
| 8. | Select the name of the legal counsel you are looking for. Use the scroll bar to move up and down in the list. |
| 9. | The Legal Counsel Search dialog box is closed and the name you selected is automatically added to the Transfer File dialog box. |
| 10. | Verify or complete the information relative to your credit card (credit card number and expiry date) for reimbursement of the charges for the file. The information that is displayed comes from your profile. |
If you update your credit card information at this stage, you can choose to keep this new information in your profile by clicking the Update my Profile check box. If the data related to your credit card are erroneous, a message will be prompted. Make sure to enter the correct information.
Refer to the Modifying your Payment Information section for more details on your profile and on your payment information.
| 11. | Click the Transfer button to confirm the transfer. A confirmation message is displayed. |
| 12. | Click the OK button to confirm the process and close the window.
The file is then transferred and removed from your list of files. |
Click the Cancel button in the Transfer File window if you want to cancel the transfer process.
You can generate at any time the transaction report to view the transaction that has been completed. The operation will have the Acceptance description but the amount will be negative and will represent a credit for you. For more details on the transaction reports, refer to the Managing Transaction Reports section.
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