The Property Legal tab lets you manage title records for a property, including title name, lot and plan information, notes, rating valuations, and record previews. To access it, open the property record and select Legal from the left-hand menu.
Adding a Property Title Record
Click New Title within the Legal tab.
Enter the title details.
Click Save.
Editing a Property Title
In the Legal tab, click the title name.
Select Title Details from the left-hand menu.
Make your changes and click Save.
Archiving a Property Title
Navigate to the title via the Legal tab.
Select Title Details.
Click Archive.
Note: Archiving is permanent. Only archive records you are certain are no longer needed.

