If you need to obtain an undertaking from the customer before you deliver their order, you can send an "Undertaking Request". The undertaking document must be in PDF (Adobe's Portable Document Format).
If the order you want to work with is not currently open, click the Orders tab and use the "Order#" field to find the one you want quickly. You can also select the order from the list, then click View Order Details, or double-click the order. In any case, you will end up on the "Order Details" page.
The example below assumes that an "Undertaking Request" document exists as a PDF file on your Property Management company's network.
- From the "Order Details" page, click Undertaking.
- Click the Request button.
In the upload window, click Browse, then navigate to your company's Request Undertaking PDF file on your network and click Open.
Click Send Request, and the eStrataHub system sends a Notification to the customer letting them know an undertaking is required and they must log in to view it.
In the "Undertaking Summary" section of the screen, you can click the View Request link to view the PDF file that you attached.
If you find that the undertaking is no longer required, click Cancel Request to cancel the undertaking and remove the PDF file. You can re-issue a new request for an undertaking if needed.
The Law Society of BC's Juricert system provides trusted digital signatures for lawyers and notaries. The Province of BC recognizes these digital signatures as being superior to "pen and ink" signatures. When you send an undertaking request, you might get back a letter of agreement, or you might just get your request back with a digital signature attached to indicate that the lawyer or notary has accepted your request.
When the customer signs the undertaking request and sends it back, you will be able to review it and accept it or reject it.
When you request an undertaking, the order's status changes to "Undertaking Requested." The eStrataHub system will not allow delivery of the order while there is an outstanding undertaking.