, D - Teraview

1 I INTRODUCTION1 Overview of Teraview 1 Operating Environment 1 Teraview Support3 Customer Service Centre3 Online3E-mail3 Telephone3 Teraview BASICS4 Overview 4 Logging on to Teraview 4 Initializing your Profile5 Acceptable Removable Storage Devices5 Creating Pass Phrases5 Recreating your Profile8 Logging on for the first time8 Logging on Subsequently9 Logging On Troubleshooting9 Changing Pass Phrases10 Navigating Teraview11 Using Online Help11 Hiding and Showing Toolbars 12 Exiting Teraview12 Accessing Teraview Newsletters14 Newsletter Navigation15 Understanding Document Security18 Creating/Updating Documents18 Completing and Approving Documents18 Releasing and Registering Documents19 ACCOUNTS, DOCKETS, AND REPORTS20 Overview 20 Viewing Account Reports 20 Maintaining Deposit Accounts21 Increasing Deposit Account Balance21 Submitting Cheque Payments22 Electronic Registration Bank Account22 Generating Deposit Account Maintenance Reports23 Dockets24 Creating Dockets24 Opening Dockets25 II Editing Dockets27 Changing Docket Status27 Viewing Inactive Dockets28 Reports29 Creating Online Docket Summaries29 Creating Detailed Activity Reports30 Printing Detailed Activity Reports30 Exporting Detailed Activity Reports31 Docket Tax/Fee Summary31 Account Summary Statement32 PRODUCT OVERVIEW33 Overview 33e-reg System 33e-reg Main Window35 Dockets and Electronic Registration36 POLARIS Property Mapping36 WritSearch38 USING E-REG FOR SEARCH40 Overview 40 Changing Land Registry Offices (LROs) 40 Search Options41 Searching by Property Identification Number (PIN)

2 41 Searching by Address41 Searching by Name42 Searching by Instrument Number44 Searching by Condominium44 Searching by Subdivision45 Searching for Power of Attorney46 Searching by Map48 Retrieving Parcels (Search by Map)49 Selecting an Active Parcel50 Return to LRO Map50 Searching Highways Register51 Searching Trans-Canada Pipeline Register54 Search Results window56 PIN Details tab 57 Map tab57 Adjacent tab57 Custom tab58 PIN Tree58 The Parcel Register/Abstract59 III Owners tab61 Instruments tab61 Remarks tab62 Qualifier tab63 Consolidation tab63 Printing a Parcel Register63 Retrieving Instruments and Plans65 Viewing Instruments on Screen65 Request for Instrument Availability67 Ordering Instruments by Courier68 Ordering Instruments by e-mail70 Exception Instruments72 Viewing a Parcel Map73 Map Menu and Tools74 Zoom In75 Zoom Out75 Map Area76 Map Centre76 Search By Street77 Measurement78 Identifying Adjacent Parcels81 Layers82 Adding PIN(s)

3 To your Custom tab84 Add PINs to your Custom Tab using Draw Shape85 Removing a PIN from List87 Map Preferences88 Adjacent Search Preference88 Parcel Information88 Parcel Types89 Sidebar90 Print Map91 POLARIS Maps are Not Plans of Survey92 USING E-REG FOR REGISTRATION94 Overview 94 Creating Documents 94 Viewing Documents Instruments In Progress97 Work In Progress window98 Tree view99 Saving a Document99 Abandon Changes100 Undoing and Redoing Changes100 Completing Information for Instruments101 IV Work In Progress Window for All Instruments101 Properties Branch (Instruments Sourced by Property)102 Consideration102 PIN Branch (Instruments Sourced by Property)102 Changing a PIN104 Instrument Branch (Documents Sourced by Instrument)106 Party From Branch108 Party To Branch117 Individual Party To Name branch118 Address for Service tab121 Planning Act Statement(s) Branch (Transfer Type Documents)121 Statement(s) Branch122 Tax Branch123 Deponents tab124 Consideration tab126 Nominal tab127 Explanations tab127 Exemptions tab128 Assessment Number(s) tab129 School Tax tab130 Related Deletions Branch130 Message(s) Branch132 Signatories Branch133 One Party Signature Required133 Two Party Signatures Required133 Completeness Signature134 release Signature135 Third Party Registration135 Signing in Bulk136 Document Identification Branch138 Schedules Branch139 Changing Pre-Populated Information140 Documents Sourced by Property (PIN)140 Documents Sourced by Instrument140 Viewing/Printing the Parcel Register when Creating a Document141 Adding Additional Information into Statements141 Entering Information into a Statement142 Entering Free Form Text 142 Importing Text (.)

4 TXT) Files143 Importing Scanned Image (.TIF) Files143 Importing PDF Files144 Existing Attachment145 Removing Attached Files (.txt, .tif, .pdf)146 V Automatic Insertion of Registration Number146 Granting Access to Other Users147 Blanket Authority147 Messaging to Grant Update and release Authority 149 Accepting Access or Receiving Instrument Related Messages153 Deleting Instrument Related Messages154 Adding a Document to a Docket154 Funds Transfer154 Projects155 Creating a Project To Import Third-Party Documents155 Viewing the Status of Projects156 Viewing Project Instruments159 Deleting Projects from your Project list160 Bulk Updating your Projects161 Filtering the Instruments In Progress list163 Filtering documents by Property Identification Number (PIN)164 Filtering Registered Documents164 Filtering Receipted Documents165 Filtering Returned Documents165 Filtering Work In Progress Documents166 Filtering both PIN and Status of Documents166 Reports168 Acknowledgment and Direction Report168 Document Preparation170 Document Registration171 Printing Customer Copy of Remotely Registered Documents173 Documents Returned for Correction by LRO Staff173 Exiting the e-reg system175 USING WRITSEARCH176 Overview 176 WritSearch Log In177 Writsearch Main Window178 Searching by Name179 Printing a Writ of Execution Certificate180 Viewing the Name Search Results on the screen181Re-requesting a WritSearch183 Closing the WritSearch by Name Window183 Searching By Writ Number184 Printing a Writ Detail Report185 Closing The Writ Detail dialogue box185 Exiting WritSearch185 VI Glossary 1 8 7 Appendices 1 9 2 INTRODUCTION 1 Chapter1

5 IntroductionOverview of TeraviewTeraview is a Windows based information system that provides remote access information from several databases to your desktop provides access to the following products: e-regPOLARIS search and registration. The POLARIS (Province of Ontario Land Registration System) data is owned by the Ministry of Government Services. WritSearchSearch all of the Ministry of the Attorney General s Writs of Execution EnvironmentThe recommended computer specifications for the Teraview system are: Operating System: Windows 8, 32 or 64 bit version of Windows 7, 32 or 64 bit version of Windows XP SP2 or SP3 Home or Professional Edition,INTRODUCTION 2 32 or 64 bit version of Windows Vista SP2 or SP3 Basic or Business Edition. Pentium IV or higher processor with 512 MB of RAM. 1 CD-ROM drive for installation from CD. 3 1/2" diskette drive or an available USB port and valid removable USB storage device.

6 The ability to display a screen resolution of 1024 x 768 pixels (800 x 600 minimum). Internet Access. Laser Printer with minimum 4 MB of RAM compatible with PCL 5, 5e or 6 and the ability to print legal size documents. Adobe Acrobat software is required to successfully view PDF documents in Teraview . Users must have first-party cookies enabled. Users must have their browsers set to the default configuration in order to obtain new Teraview release auto updates and installations. Users must have an Internet Service Provider that is registered in Canada. Access to the Teraview software outside of Canada is ) Minimum requirement is Pentium III processor with 128 MB of RAM with at least 370 MB of free hard disk 3 Te ra v i e w S u p p o r tTeraview is available for:Document search and creation(EST) Monday to Thursday from 4:00 to midnight.

7 Friday from 4:00 to Saturday from to Sunday from registration (Local Time) Monday to Friday from 8:30 to Sunday from 9:00 to 6:00 (Training only). For a list of statutory holidays when registration hours do not apply, please visit Access and Transmission services (EST) Monday to Friday from 8:00 to 8 For a list of statutory holidays when writs hours do not apply, please visit : All times include daylight savings and time Service CentreThere are a variety of ways to get answers to your questions, both quickly and instructions and helpful information, try our online self-service centre at us a question or request by completing the convenient Ask Us form that can be found at the Customer Service Help Centre at: E-mail us at and include HELP in the subject personal service, contact us by phone during normal business hours. Inside the Toronto area, call 416-360-1190.

8 Outside the Toronto area, call toll free: BASICS 4 Chapter2 Teraview BasicsOverviewThis chapter provides information on logging on to Teraview as well as an overview on how to navigate within Teraview and a brief explanation of document on to TeraviewSince Teraview provides access to the Government of Ontario databases (POLARIS and Writs) it is necessary to have a secure system that can identify who has obtained access to the addition to the authorization procedures required to log on to Teraview , the use of a Profile (required by all users to log on to Teraview ), ensures that a high level of security is other details about security, see the User Security Guide sent with your Welcome e-mail and available at Teraview involves initializing your Profile and logging on. Once these two steps are completed, you can begin using the various products and services within Teraview .

9 Important!You must be a recognized Teraview user (having a completed Personal Security Licence Application) to be granted access to Teraview . Teraview BASICS 5 Initializing your ProfileYou can initialize your profile online at : If you have lost your valid removable storage device and need to have your Teraview Profile restored, you will need to provide a new valid removable storage device before you restore your Profile. ACCEPTABLE REMOVABLE STORAGE DEVICESYour Profile must be stored on a valid removable storage device. Any valid removable storage device that does not contain more than one Profile is acceptable. See Operating Environment on page 1 for more Profile must be located in the root directory of the storage device. Non-removable devices are not acceptable. See for a full list of PASS PHRASESI nitializing your Profile requires that you enter a pass phrase.

10 The following are a few hints to remember when creating a pass phrase: Must be a minimum of 8 characters to a maximum of 21. Should contain a mixture of letters, digits, and special characters including spaces. Must contain at least one uppercase letter. Must contain at least one lowercase letter. Must contain at least one number. Different than your user name and account. No more than length divided by two occurrences of same character (for example, if a pass phrase is 10 characters in length, one letter cannot be repeated more than five times).To initialize your Profile:1 Connect your removable storage device. The storage device must stay connected for the entire duration of the to In the Account field, enter your Account. In the User Name field, enter your User Name. Click Login. Teraview BASICS 6 3To register you must complete two steps:(i) For the first step, answer the two questions (the information used for this step was provided by you on your Personal Security License (PSL) Application).