Nojumi Knowledge Base
Features
Getting Started
General
Glossary
Entities
Persons
Companies
Properties
Matters
Clients
Customizations
Security
Pricing
Settings
User Settings
Account Settings
Email Settings
Calendar Settings
Retainer Settings
Document Settings
Sub-Entity Settings
Features
Matter Management
Entity Management
ID Verification
Data Management
Document Management
Upload Bins
Document Generation
Document Browser
Electronic Signing
Time Management
Communications
Title & Writ Searches
Title Insurance
Prospect Management
Addons
Private Mortgage Lender
Real Estate Purchase Closer
Real Estate Sale Closer
Electronic Minute Book
Shareholder Agreement
Integrations
Calendar
E-Signing
Teraview
Map
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Nojumi Knowledge Base
Features
Getting Started
General
Glossary
Entities
Persons
Companies
Properties
Matters
Clients
Customizations
Security
Pricing
Settings
User Settings
Account Settings
Email Settings
Calendar Settings
Retainer Settings
Document Settings
Sub-Entity Settings
Features
Matter Management
Entity Management
ID Verification
Data Management
Document Management
Upload Bins
Document Generation
Document Browser
Electronic Signing
Time Management
Communications
Title & Writ Searches
Title Insurance
Prospect Management
Addons
Private Mortgage Lender
Real Estate Purchase Closer
Real Estate Sale Closer
Electronic Minute Book
Shareholder Agreement
Integrations
Calendar
E-Signing
Teraview
Map
Features
Information about the general features of Nojumi that are accessed across the various products.
Matter Management
Feature Sheet: Matter Management
What is a Matter?
How to Create a New Matter
How to Change the Matter Number
How to Change the Matter Display
Browsing an Existing Matter
Matter Documents Page
Matter Calendar Page
Matter Entities
Matter Generate Documents Page
How to change the Matter Status to Closed
How to Change the Matter Status to Aborted
See more
Entity Management
Types of Entities
How to Add an Entity to a Matter
Entity Generate Documents Page
Property Forms Page
Sub-Entities
How to create a new Person
See more
ID Verification
How to complete ID Verification in Nojumi
How to download the ID Verification report
Is Nojumi's ID Verification technology compliant with Law Society of Ontario rules?
ID Verification: Client Instructions
How to record source of Funds information in Nojumi
See more
Data Management
How to Open an Entity Form
Entity Forms
What are Form Tabs?
Repeated Form Tabs
Sharing a Form
How to Share a Form
Forms Troubleshooting Mode
How Do I Delete a Row of a Table On a Form?
How to Open a Matter Form
Forms
Form Questions
Where is the Forms Sidebar?
See more
Document Management
Requesting Documents
Document Management - Feature Page
Upload Bins
What are Upload Bins?
Upload Bin Types
Upload Bins for Documents not Required to be Signed
Signing Document Upload Bins
Setting Access to Upload Bins
Where to find the Upload Bins
Creating a New Upload Bin
Uploading to Upload Bins
Removing Documents from Upload Bins
Obtaining Documents through Upload Requests
Generated Documents in your Upload Bins
Responsible Party
Upload Bins Page
Uploading Documents into an Upload Bin
Creating a New Upload Bin
See more
Document Generation
How to Generate Documents for an Entity
How to Generate Documents in a Matter
Document Generation
Document Templates
Generate Documents Page
See more
Document Browser
Directory URL
Document Browser Folders
How to Add a New Folder
How to Delete a Folder
Document Browser Default Folder Structures
Document Browser Files
How to Add a New Document
How to Add a New Sheet
How to Delete a File
Document Browser
Firm Documents
Document Browser Page
Document Browser Directory
See more
Electronic Signing
How to e-sign a document
Time Management
Firm Calendar
Where can I see Important Dates?
Pre-defined Important Dates
Add Custom Important Dates
Matter Calendar
Appointment Booking Process
Appointment Booking: Staff Attendees
Appointment Booking Settings: Firm Settings
Appointment Booking Settings: Staff Member Settings
How to Add a Staff Calendar
Send an Appointment Booking Link
External Calendars
How to Connect Nojumi to an External Calendar
Appointment Booking
Important Dates
See more
Communications
The Communications Feature
Send a Communication in a Matter
What Email Address are Communications Sent From?
Communication Templates
How to Know When a Communication is Sent
Communications Log
See more
Title & Writ Searches
How to do Title Searches in Nojumi
How to do Writ Searches in Nojumi
Access Title Search Results in the Closing Form
Add Title & Writ Search Costs as Disbursements
Generating and Importing a Draft Charge into Teraview
Generating and Importing a Draft NAR into Teraview
How to Connect Nojumi to your Teraview account
See more
Title Insurance
Ordering Title Insurance with FCT on Nojumi
Prospect Management
Prospect Management Tool Tutorial
How to Generate a Retainer Agreement
How to send a quotation for a real estate closing
Closing Costs Calculator Client Experience
