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Issue 7/2006 |
21 August 2006 |
A Newsletter from LegalSuite Software
We are pleased to announce that we now have the Mercantile Bank Limited documentation available in LegalSuite. If you are on the panel of attorneys for Mercantile Bank Limited and wish to make use of this module, please contact your LegalSuite sales agent to obtain a quotation.
In this issue:
Know your program -
Setting up workgroups
LawLink V12 -
Summary of changes
Tip of the day
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Adjusting To Do Notes
Newsflash - LegalSuite support team
Thought for the day
Bits and Pieces
Humour Dept
Employee Profile -
Charmaine Fourie
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Workgroups Often managers or partners have secretaries or assistants working for them and they need to manage or view these Matters from time to time to ensure that they are up to date and in order. LegalSuite does not have a specific facility to do this – you can either view your Matters or all Matters. The manager/partner’s Matters, however, may belong to a diverse number of other users and so it is difficult for him/her to view all the Matters that are under his/her control. To solve this issue, we added a Workgroups feature to LegalSuite which you will find quite useful. To create a Workgroup, go to Setup click on Employees double click on your User name and click on the Workgroups Tab then insert the names of the Employees who work for you into the list.
Once you have created a Workgroup, the program will offer additional options when Filtering Fee Notes, To Do notes etc (see below). In this case you will view To-Do Notes for any Matters belonging to your Workgroup, i.e. yourself, and all the people you selected for your Workgroup.
You will also be able to filter the Matters that belong to your Workgroup.
Also if you have any alerts set, the program will alert you to all the Matters belonging to your Workgroup rather than just your own Matters.
This will be more meaningful to many users who don’t really “own” any Matters themselves but have people working for them who they have to manage. Please note that this is not tied to the Accounting system in any way. It is simply a management tool available on the Desktop. The users must still post fees to the appropriate Cost Centre to correctly allocate income etc. |
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Summary of Changes
To view a complete copy of the Version 12 changes, click here. |
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Adjusting To Do Notes We have improved the adjustment of To Do Notes. You can now move a To Do Note by a set number of days or to a specific date. You can also assign a To Do Note to a different user. This can be done from two places on your desktop: From the To Do Notes Tab on your desktop. Right Click on the To Do Note you wish to adjust, then click on Adjust & Relocate.
Either way, it loads the following screen where you can either fill in the number of days you wish to adjust the To Do Note with or set it to a specific date. You can also reallocate it to another user on your system by ticking the "Assign to another Employee?" option and choose the relevant person from the drop down list.
Should you wish to do adjust more than one To Do Note at a time, simply tag the relevant To Do Notes and make the necessary changes. |
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LegalSuite support team We have added some new members to the LegalSuite support team and sadly say goodbye to Patrick Hancock at the end of this month. He has been with us for over 4 years and is a favourite amongst many of our clients. We will sorely miss him as I am sure many of you will. We wish him all the best in his future endeavours. Herewith the list of personnel eagerly awaiting your call:
Our national support number is:
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Read anything that requires a signature
carefully.
Remember the big print giveth, the small print taketh away.
It is of great concern to us that properties are being registered prior to any request for the retentions to be up-lifted despite it being a condition of the loan. In future all new sectional title and full-title development instructions bearing the following condition : “Registration is subject to the 100% completion of the unit and final inspection” must be referred to the Bank prior to registration for the up-liftment of the retention. Once you have received confirmation from the Bank that the retention has been up-lifted AND that the property is 100% complete, you may proceed to registration provided that you are fully satisfied that all other conditions of the lending have been complied with.
*For security reasons this attachment has been removed*
Please be reminded that it is the responsibility of the partner/conveyancer, nominated as Standard Bank’s power of attorney, to sign the indemnity on our behalf. All signatories, including witnesses, are to: · sign the documents in full in the spaces provided; · initial each page of the document including the first page; · insert any addresses as required; and · ensure that all alterations have been initialled by the signatories and witnesses as required. *For security reasons this attachment has been removed*.
Absa Home Loans is constantly
looking for new and innovative ways
to grow the business and
consequently developed a campaign
with various special offers and
incentives that will run from
One of the product offerings of the
campaign is a 3-Month Payment This option allows the customer to choose a maximum of 3 months as a payment holiday. During this period the customer’s home loan instalment will be stopped and later on re-instated after the payment break is complete. *For security reasons this attachment has been removed*.
FICA is a requirement as set out by Government and needs to be met by all financial institutions. It has to be borne in mind that the majority of customers are going to move once registration takes effect, FICA specifically states that the customer’s address and identity needs to be verified and that if a change of address takes place then FICA has to be done again. Absa has to ensure that its customers received the best customer service at all times. It has therefore been decided to expand the Affidavit to include the customer’s future address details, as well as an anticipated date of occupation. The Affidavit and current supporting FICA document process remains as is. The inclusion of the new residential address must be completed by the customer. If the customer is, however, not able to provide the FICA documentation to support this it will be acceptable, considering that the customer is not living in the new property yet. The reason for not insist on supporting documents to verify the new address is due to the fact that the customer is registering a bond over the property and Absa will then have the title deed and bond to verify the new address. *For security reasons this attachment has been removed*.
Where a customer approaches an attorney directly to perform an endorsement, the customer must be referred to the Absa branch to apply for a loan to take over the old account and to have an endorsement registered. A new account number will be created by the Processing Unit and the instruction will be forwarded to the attorneys via the RegiBond System. The old account number will have to be closed. *For security reasons this attachment has been removed*.
*For security reasons this attachment has been removed*.
*For security reasons this attachment has been removed*. |
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Charmaine Fourie
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You can view back issues of our Newsletter and the Attorney circulars from the financial institutions on the website at www.legalsuite.co.za.
If you have any questions, queries or comments about this newsletter, please contact Susan Brown: susan@legalsuite.co.za
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