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How do I add requisitions in Prolegis? (Ontario)

You can add requisitions to your requisition letter, create a follow up on the task and link the requisition to an instrument in one step using your template requisitions in one step.

Before you begin

The standard requisitions that are included in most, if not all deals, are already included in the requisition letter. There is no need to manually add those requisitions. The requisition tool is intended to assist with those items that are specific to the matter you are working on. 

Link a requisition to an instrument

When the requisition is specifically related to an instrument registered against the parcel, to add a requisition go to Actions > Property > Titles.

Click the chevron to view the parcel information and instruments

Click +Requisition

To add a template requisition to the matter, click “Please select” and click on the desired template requisition. When saved, the requisition will automatically be added to the requisition letter when generated.

Add Requisition 2

The linked requisition will appear in the Requisitions section of the instrument.

To mark the requisition as complete, check the box next to the requisition.

Or expand the view at the top of the screen and check the box next to the Follow Up.

Create a standalone requisition

To create a standalone requisition, go to Actions > Requisitions