Power Of Attorney

1. Enter the name of the Donor in the field.

Tip: Person names must be entered in the following format: LAST, FIRST.

Note: If the type of name entered is a Company and contains one or more commas, the Type indicator will default to Person. This can be changed by selecting the name in the toggled list on the left, and selecting Company from the Type options.

2. Select Add Donor.

The Donor displays in the branch.

Tip: To expand or contract all the Instrument branches containing information, from the green arrow menu , select either Expand All or Contract All.

1. In the Donor branch, either select the Donor in the list, or, from the green arrow menu next to the desired Donor, select Open.

Tip: To display the toggled list, select the green triangle to the right of the branch name.

2. With the Donor displayed, select the required statements in the Other Statements sections, if applicable.

The Instrument type you have chosen determines which statements will be available for selection.

To add a schedule to a statement

To add an existing attachment to the statement

To remove a schedule from an Instrument

3. In the Address and Postal Code for Service section, select the plus sign , and enter the address details if needed.
4. Select the Save button.

1. With the Donor displayed, select the Add Donor button.

The Add Donor window opens.

2. Enter the name of the new Donor.
3. Select OK.

The new Donor displays in the toggled list on the left hand side.

1. In the Donor branch, select the Donor to remove.
2. From the green arrow menu , select Remove.

The Donor is removed from the branch.

1. Enter the name of the Donee in the field.

Tip: Person names must be entered in the following format: LAST, FIRST.

Note: If the type of name entered is a Company and contains one or more commas, the Type indicator will default to Person. This can be changed by selecting the name in the toggled list on the left, and selecting Company from the Type options.

2. Select Add Donee.

The Donee displays in the branch.

Tip: To expand or contract all the Instrument branches containing information, from the green arrow menu , select either Expand All or Contract All.

1. In the Donee branch, either select the Donee in the toggled Donee list, or, from the green arrow menu next to the desired Donee, select Open.

Tip: To display the toggled list, select the green triangle to the right of the branch name.

2. With the Donee displayed, select the Type and Capacity, and enter the Share amount, if required.
3. Select the required statements, if applicable.

The Instrument type you have chosen determines which statements will be available for selection.

To add a schedule to a statement

To add an existing attachment to the statement

To remove a schedule from an Instrument

4. In the Address and Postal Code for Service section, select the plus sign , and enter the address details if needed.

1. With the Donee displayed, select the Add Donee button.

The Add Donee window opens.

2. Enter the name of the new Donee.
3. Select OK.

The new Donee displays in the toggled list on the left hand side.

1. In the Donee branch, select the Donee to remove.
2. From the green arrow menu , select Remove.

The Donee is removed from the branch.

Note: These statements will be greyed out if they aren't required for the Instrument type.

Note: A statement number that is bold (For example: ) indicates that the statement is a law compliance statement. Any Teraview user can select the statement but when the Instrument is electronically signed for completeness, the signing user must be a lawyer.

Tip: Words in uppercase (for example: ) contained in a statement indicate that additional information is required. Select the term to display the window where the information can be added.

Tip: If no statements display, try selecting Show All.

Note: Schedules can be in PDF and TXT format only.

1. In the body of the statement, select the underlined text.

The Statement window opens.

2. From the green arrow menu , select Import From File.

A browser window opens.

3. Navigate to the Schedule on your PC, and select Open.

The TEXT field of the window changes to See Schedules, and a paper clip icon appears on the Schedules branch.

4. Select OK to close.

This feature allows you to attach another schedule already in the system.

1. In the body of the statement, select the underlined text.

The Statement window opens.

2. From the green arrow menu , select Existing Attachment.

The Select Attachment window opens.

3. Enter the Registration Number of the Instrument, and select Search.

The TEXT field of the window displays See Schedules, and a paper clip icon appears on the Schedules branch.

4. Select OK to close.

1. On the Statements branch, select the underlined text, See Schedules, on the desired Statement.

The Statement window opens.

2. From the green arrow menu , select Remove.

The Schedule is removed.

3. Select OK to close.

1. To display incoming access messages associated with the Instrument, select the In Box option; to view your sent messages, select Out Box.

The messages display in the list.

2. Select the desired message.

The contents of the message display in the Message field.

Tip: To expand the message field, drag the bottom right corner of the pane.

Note: This option is not available for Paper Registration requests.

1. Select the Compose Message button.

The Compose Message window opens.

2. If desired, select Filter by Company to limit the available recipients to a specific account.

The Company field displays.

3. Enter the company name in the field, or enter the first few characters of the company name in the field, followed by an asterisk *, and select Find.

Note: You can also refine your search using one of these methods.

4. Select the name from the list.

Note: You must enter at least three characters of the Company or Recipient name to search.

5. If you filtered by Company, select the Recipient Name from the drop-down list. Otherwise, enter the Recipient Name, or enter the first few characters of the recipient name, followed by *, then select Find, and select the name from the drop-down list.
6. Select Add to add each name.

The Recipient(s) name(s) display in the Recipients in Message pane.

Tip: If you have selected the wrong recipient name, select the Remove button next to the Recipient's name.

7. To filter the available Instruments by the assigned project, select Filter by Project.

The Project(s) drop-down list appears.

8. Select the desired project in the list.
9. From the Acting for options, select the party on whose behalf you are acting.
10. To limit the recipient from editing the Instrument(s), select the Limit to Release Authority option.

Note: The Limit to Release Authority option is not available for one-party Instruments, i.e. Charges, Discharge of Charge, etc.

11. From the Available Instruments pane, select the Instrument to assign to the Recipient.

Note: When scrolling through a list with the keyboard arrows, there are two stages to selection; when the selection you have scrolled to is grey, it is highlighted. To select it, hit the Enter key. The selection will become green.

12. Select Add to move the Instrument to the Instrument(s) in Message pane.
13. Add any other required Instruments to the message, following the two previous steps.
14. Enter the text for the message in the Message field.
15. Select Send.

A window will open, indicating the status of your message.

In the Instrument List, the Last Action column of the Instrument will indicate that the message has been sent.

Note: Once authority has been assigned to a user through the Messages function, it can only be changed through the User Authority feature in the Administration pane.

1. Select the Sign button.

The Signing window will appear. The first step will be validation of the Instrument.

2. Using the checkboxes, select the type of signature.
3. From the On Behalf Of options, select the appropriate option.
4. If required, expand the Authorization Statements section using the plus sign and select the appropriate statement.
5. If required, expand the Unique Lawyer Statements section using the plus sign and select the appropriate statement.
6. If required, expand the Exemption Law Statements section using the plus sign and select the appropriate statement.
7. Select the Validate button on the bottom left.

Tip: If validation errors exist, they will display in the red Validation Errors pane, and can be directly corrected by selecting the underlined text, which will display the area for correction directly beneath it. Once an error has been corrected, you can select Remove to remove it. Once all errors have been addressed, select the Sign button again.

The Signing Credentials window opens.

8. Enter your Password and RSA Token.
9. Select the Sign button.

A confirmation message with a green checkmark will appear on the screen.

1. Select the Remove Signature button.

The Remove Signature window opens.

2. Ensure that the correct options are selected in the window.
3. Select the Remove button.

A confirmation message appears to indicate that the signature has been removed.

1. From the Schedules Branch, select the View Schedules button.

The View Schedules window opens.

2. To download the PDF to your computer, if desired, click the Download All button.
3. Save or print the file, as desired.

1. On the Statements branch, select the underlined text, See Schedules, on the desired Statement.

The Statement window opens.

2. From the green arrow menu , select Remove.

The Schedule is removed.

Note: If the schedule has been added in the Additional Provisions field in a Charge, from the green arrow menu next to the Additional Provisions field, select Remove.