Using Cost Recovery with Teraview

Transcription

1 Using Cost Recovery with Teraview Contents About Using Cost Recovery with Teraview Importing for the Deposit Account Activity Report (for search fees) Importing for the Electronic Registration Activity Report (for costs) Creating Default Directory Paths and File Names About Using Cost Recovery with Teraview Cost Recovery imports both fees charged to the law firm for a search, such as viewing an image, and costs that revolve around registering a document, such as registration fees. This document describes the procedures for importing Teraview data into PCLaw using Cost Recovery. Teranet has changed the data export format of the Deposit Account Activity report and the Electronic Registration Activity Report, effective on Teraview v5.1. The PCLaw Cost Recovery layouts described in this document implement these changes. Note: Fees or search fees referred to in this document are charges incurred while conducting on-line searches. They do not refer to fees the law firm charges the client in PCLaw. TM Teranet, Teraview, and e-reg are registered trademarks or trademarks of Teranet Inc. All rights reserved. Importing for the Deposit Account Activity Report (for search fees) PCLaw provides two cost recovery layouts to import the data file for the Deposit Account Activity report: Teraview Dep. Non-Taxable processes the non-taxable portion of search fees Teraview Dep. Taxable processes the taxable service charge. Both Cost Recovery layouts are required to fully import all data into PCLAW from the Deposit Account Activity report file. Tip: If the Delete After Processing option is selected when processing the data file on the first pass, the data file will not be available to process for the second layout. Therefore the data imported into PCLaw will be incomplete. Exhibit 1. The Cost Recovery window displaying Teraview templates

2 1. Highlight the Teraview Dep. Non-Taxable template. 2. Click Process to proceed to the Select Data File window: 3. Accept or type in the Name box, the data file name. 4. Accept or type in the Path box, the directory path or click the Browse button to locate the directory Tip: Teraview does not use a fixed file name. The export data file name is determined by the user when configuring the setup for the Teraview system. To default the cost recovery layouts in PCLaw to the directory path and file name, see Creating Default Directory Paths and File Names on page Deselect Delete after Processing (if selected). 6. Click OK to import the applicable records into PCLaw. When completed, PCLaw displays the Data Records Processed window: 7. Click View Log to view any rejected records. 8. Click Close to close the window and return to the Cost Recovery window: 9. Highlight the Teraview Dep. Taxable template. 10. Click Process to advance to the Select Data File window: 11. Accept or type in the Name box, the data file name. Using Cost Recovery with Teraview Page 2

3 12. Accept or type in the Path box, the directory path or click the Browse button to locate the directory 13. Select Delete after Processing. Warning: Only select Delete after Processing if this is the second pass on the export data file. Both non-taxable and taxable records need to be imported into PCLaw separately. 14. Click OK to return to the Data Records Processed window. 15. Click Close to return to the PCLaw desktop. Importing for the Electronic Registration Activity Report (for costs) PCLaw supplies two cost recovery layouts to import the data file for the Electronic Registration Activity report: Teraview E-reg Non-Taxabl processes non-taxable disbursements. Teraview Dep. Taxable processes the taxable service charge. Both Cost Recovery layouts are required to fully import all information into PCLaw from the Electronic Registration Activity report file. Tip: If the Delete After Processing option is selected when processing the data file for the first layout, the data file will not be available to be processed for the second layout. Therefore the data imported into PCLaw will be incomplete. Exhibit 2. The Cost Recovery window displaying Teraview templates 1. Highlight the Teraview E-Reg. Non-Taxable template. 2. Click Process to advance to the Select Data File window: 3. Accept or type in the Name box, the data file name. 4. Accept or type in the Path box, the directory path or click the Browse button to locate the directory Tip: Teraview does not use a fixed file name. The export data file name is determined by the user when configuring the setup for the Teraview system. To default the cost recovery layouts in PCLaw to the directory path and file name, see Creating Default Directory Paths and File Names on page Deselect Delete after Processing (if selected). Using Cost Recovery with Teraview Page 3

4 6. Click OK to import the applicable records into PCLaw. When completed PCLaw displays the Data Records Processed window. 7. Click Close to returned to the Cost Recovery window: 8. Highlight the Teraview E-Reg. Taxable template. 9. Click Process to proceed to the Select Data File window: 10. Accept or type the data file name in the Name box. 11. Accept or type the directory path in the Path box or click the Browse button to locate the directory 12. Select Delete after Processing. Tip: Only select Delete after Processing if this is the second pass on the export data file. Both nontaxable and taxable records need to be imported into PCLaw separately. 13. Click OK to advance to the Data Records Processed window. 14. Click Close to return to the PCLaw desktop. Creating Default Directory Paths and File Names Teraview allows you to set your own export data file name and directory path. This information must be included into the Cost Recovery layouts for Teraview. To avoid adjusting the path and name each time an import data file is processed, you can add these items to the Cost Recovery layout settings. Exhibit 3. The Cost Recovery window displaying the Layout button. Using Cost Recovery with Teraview Page 4

5 1. Highlight the Teraview layout to change. 2. Click the Layout button to proceed to the Cost Recovery Layout window. 3. Click the Change button to proceed to the Change Layout window: 4. Type in the Name box, the data file name. 5. Type in the Path box, the directory path or click the Browse button to locate the directory where the export file resides. 6. Deselect Delete after Processing. 7. Click Next to proceed to the Define Data Records window. 8. Click Next to proceed to the Layout Selections Rules window. 9. Click Next to proceed to the Testing window. 10. Click Finish to retuned to the Cost Recovery window. 11. Repeat this procedure for the remaining Teraview Cost Recovery layouts. Using Cost Recovery with Teraview Page 5