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Working with your Execution Affidavits Tab

Meaghan Morris avatar
Written by Meaghan Morris
Updated over a month ago
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14 STEPS

1. To enter your identification manually, click your clients tab


2. Click the three vertical dots on your client card

3. Click view global profile


4. Click identification


5. If not using Treefort, enter your identification details manually and upload their ID


6. Under property, click execution affidavits


7. Click statutory declaration to generate your same name declaration

Note: This is also available in your documents tab in your client's affidavit folder

8. You will now see any identification statements if your client's name differs


9. Additionally, you can add your writ statements by clicking add a new statement


10. Click create custom statement, or if you performed your title search in Closer, click import Teranet search results

11. Enter your writ details (or bring in the writ details with Teranet Connect), and click save

12. You can edit or delete the writs statements by clicking on the edit icon or trash can icon

13. Click client declaration to generate your affidavit as to writs of execution

14. You will see your statements on the document now!



Next step: Practice

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