Minimum System:

• Processor 1GHz or faster with 4 GB memory
• Windows 7
• Java V8
• Internet Explorer V9
• MS Office Word 2003
• Adobe Acrobat DC or higher (Standard or Pro)

Recommended System:

 Processor 2GHz or faster with 8 GB memory

• Windows 8.1
• Internet Explorer V11 or later
• .Java V8
• MS Office Word 2010
• Adobe Acrobat DC or higher (Standard or Pro)

Suggested Internet Access

• For firms with less than 3 users, we recommend broadband internet packages from your ISP that support 30 Mbps download speed and 3 Mbps upload or better.
• For firms with 3 to 6 users, we recommend broadband internet packages from your ISP that support 60 Mbps download speed and 6 Mbps upload or better.
• For firms with more than 6 users, we strongly recommend a dedicated, commercial-grade internet connection for the use of Brief Convey.  Consult your ISP about regarding the appropriate internet connection package for your firm. 

The Brief Convey and E-Filing user guides can be found within Brief Convey under the Help menu.

Please see attached document for more details. 

• Open OpenOffice Writer. You can find it in the Windows Start menu under the OpenOffice folder.
• In the OpenOffice program select “Tools” at the top of the program.
• Select “Options” at the bottom of the Tools window.
• In the middle-left area of the Options window, expand the “Load/Save” settings by pressing the + icon.
• Select “General”
• On the top right area of the General settings *disable* the option for “Load printer settings with document”.

This will now make your OpenOffice default to your Windows default printer when printing OpenOffice documents.

To view the account templates in Brief Convey go to Settings > Templates.

To make modifications to existing accounts:

• Highlight the account name on the left and make your changes with the window on the right
• Save your changes.

1. Save the letterhead file attached to this email to your hard drive.
2. In Brief Convey, go to Settings > Company to open the Company List.
3. Click the required branch in the left panel.
4. If there is an existing letterhead, click [Clear] beside the <OpenOffice version or MS Word version> to remove the existing letterhead.
5. Click […] beside the <OpenOffice version or MS Word version>.
6. In the Letterhead editor that appears, click File > Open, browse to the letterhead you saved in step 1 and click [Open].
7. Click “X” in the top right corner. (Note that clicking File > Save or File > Save As will not save the file.)
8. When you are prompted to confirm the save, click Yes.
9. The letterhead is still not saved! Click [Save] in the Company List box.
10. A message appears that the record is saved.
11. Close the Company List box.
12. To test the letterhead, open a file, generate a document that uses the letterhead (i.e. Purchaser – Intro Letter) and check that the letterhead and document generate as expected.

Only the Administrator has rights to import precedents.

Once you receive the zip file from a Do Process representative, save it to your preferred location.  (Once file has been uploaded you can then discard it if you choose).

1. Open your Brief Convey client and select File>Import Precedents

2.  Navigate to zip folder that you saved in your preferred location, highlight the file and select Open:

Your precedents/forms have now been uploaded into Brief Convey.

If you have a firewall, please configure it using these settings listed below in order to access Brief Convey.

The URLs:

• data.briefconvey.com
• online.briefconvey.com

The IPs:

• 159.18.94.140  
• 159.18.94.141  
• 159.18.94.142

The ports:

• 80 and 443

If you would like Do Process to create a new or modify an existing Letterhead for you, complete the request form found HERE.

Your request will be automatically sent to our Document Request Team, and you will receive regular updates on the status of your request.  Don't forget to attach a sample of the letterhead in MS Word or Open Office format and any image files to be used to create the letterhead.

Firm information can be modified in Brief Convey at Settings>Company.

Please notify Do Process of any company changes and billing contact changes by sending an email to inquiries@doprocess.com

Please make your cheques payable to “Do Process LP” and send payments to:

Do Process LP

c/o T01952C

P.O. Box 1952, Station A

Toronto, Ontario M5W 1W9

The master spreadsheet with all of the customer serial numbers and information is saved on the Shared Directory on the I: drive.  The file is called:  Brief Convey Active Customers as of March 31_ 2015 - final - 05 21 2015.

Alternatively you can search for it with the BCOserveradmin tool,  CSC Agents have access to this tool.  You can search a user's name and view their serial number at the bottom of the displayed results.

If you would like Do Process to create new or modify existing precedents for you, complete the request form found HERE.

Your request will be automatically sent to our Document Request Team and you will receive regular updates on the status of your request.  Don't forget to attach a sample of the document in MS Word or Open Office format with your request

1. Go to Settings>Staff.
2. Highlight your name on the left side of the window.
3. Select "Change" beside the password field shown below.

If you are not able to login to Brief Convey or your password has been locked due to too many failed attempts please call 1-866-367-7648 or send an email to customerservice@doprocess.com; our customer service team will be able to assist with resetting & unlocking the password.

1. From the Title Search tab highlight the PID
2. Select "Copy To Forms"

 * Multiple PID's may be highlighted from this screen by using CTRL-Left Click with your mouse when selecting the PID's to be copied.

1.  From the Title Search tab select "Import Title Search PDF"
2.  Navigate to the title search PDF provided by the LTSA and select "Open"
3.  If the import is successful the PID information will be populated in the Title Search tab.

 * Note that the imported PDF must be an original copy provided by the LTSA, Brief Convey will not be able to read the PDF if it was created from a scan or photo copied image.

1.  From the Title Search tab select the LTSA button.
2.  Enter the PID and your LTSA credentials and select "Next".
3.  If the title search is successful the PID information will be populated into the title search tab.

Note that if you would like your LTSA username to be pre-populated it would need to be entered in your staff profile. Go to Settings>Staff>Username.

In order to change the transaction type of a matter the record must be refunded first.  

Once the matter has been refunded the transaction type can be changed with the "Acting For" field and the matter can be re-activated.

1.  From the matter details tab.
2.  Select "Refund" at the bottom of the tab.
3.  Provide a reason for the refund and hit "OK"