1. Click settings
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2. Under business, click business settings

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3. You can customize your general settings here

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4. You can set the default estimated increase for property tax that you wish to appear in your statement of adjustments on every file

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5. Here you can customize your description for the cash shortfall on your trust ledger

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6. You can choose where to display your software transaction fee here, and if you wish to increase or decrease the price you charge your clients

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7. Click the checkbox to apply HST to compliance letters

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8. Under LTT & MLTT, you can select where you wish to display amounts and show your MLTT admin fee and customize any additional settings

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9. You can customize your Teranet title search settings here and select where you would like to display the amounts

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10. If there is a title insurance provider your office normally deals with, you can set a default provider here, and customize any additional settings and display amounts

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11. Select where you would like to display the instrument registration fees here
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​Note: These changes will be reflected on future files opened

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12. Select your default IDV provider here, you can choose between Treefort and FCT Bluink
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A $25.00 fee per completed report will be charged, and you can select where to display the amounts here along with additional settings

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13. Under e-signing, you can work with your SignIT business settings, and edit the default notes

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14. If you are using Assyst, you can choose where you would like the Assyst fees to be displayed here and any additional settings

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