eCourier Version 2.0 User Manual - new.erecordingpartners.net e… · 2015 eRecording Partners...
Transcript of eCourier Version 2.0 User Manual - new.erecordingpartners.net e… · 2015 eRecording Partners...
2015
eRecording Partners Network
March 2015
eCourier Version 2.0 User Manual
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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Contents
1 The “Home” Tab .................................................................................................................................... 4
1.1 Quick Links .................................................................................................................................... 4
1.1.1 View Available eRecording Jurisdiction List .......................................................................... 5
1.1.2 Change Password .................................................................................................................. 5
1.1.3 Choose Jurisdictions .............................................................................................................. 6
1.1.4 View Org Users (only available to Admin Users) .................................................................. 7
1.1.5 Common Parties .................................................................................................................... 8
1.2 New Jurisdictions .......................................................................................................................... 9
1.3 eRecording News ........................................................................................................................ 10
2 The “Main” Tab ................................................................................................................................... 11
2.1 WIP Package Queue .................................................................................................................... 11
2.1.1 WIP Package Queue Search ................................................................................................ 12
2.1.2 WIP Package Queue Result ................................................................................................. 12
2.1.3 Process WIP Package........................................................................................................... 13
2.2 Processing Status Queue ............................................................................................................. 21
2.2.1 Processing Status Queue Search ......................................................................................... 21
2.2.2 Processing Status Queue Result .......................................................................................... 22
2.3 Returned Package Queue ........................................................................................................... 23
2.3.1 Returned Package Queue Search ........................................................................................ 24
2.3.2 Returned Package Queue Result ......................................................................................... 24
2.3.3 Recorded Package ............................................................................................................... 25
3 The “Search” Tab ................................................................................................................................ 26
3.1 Search Queue .............................................................................................................................. 26
3.2 Search Result ............................................................................................................................... 27
4 The “Reports” Tab ............................................................................................................................... 28
4.1 The “Recorded Document” Reports Tab..................................................................................... 28
4.1.1 Recording Fees Report ........................................................................................................ 28
4.1.2 Submission Fees Report ...................................................................................................... 29
4.2 The “Submitted Document” Reports Tab ................................................................................... 31
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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4.2.1 Submitted Document Report Search .................................................................................. 31
4.2.2 Submitted Document Report Result ................................................................................... 32
4.3 The “Rejected Document” Reports Tab ...................................................................................... 33
4.3.1 Rejected Document Report Search ..................................................................................... 33
4.3.2 Rejected Document Report Result ...................................................................................... 34
4.4 Additional Reports/Options ........................................................................................................ 35
4.4.1 Additional Reports/Options Search .................................................................................... 35
4.4.2 Additional Reports/Options Results.................................................................................... 36
5 Client Specific Information .................................................................................................................. 37
5.1 Client specific dropdown ............................................................................................................ 37
5.2 Collected Fees and Taxes ............................................................................................................ 39
5.2.1 Collected Fees pulled from 1200 Section of HUD Statement ............................................. 39
5.2.2 User Entered Collected Fees ............................................................................................... 41
6 Recorded Documents .......................................................................................................................... 42
6.1 Recorded Email ........................................................................................................................... 42
6.2 Recorded Invoice ........................................................................................................................ 43
7 Scheduled Reports .............................................................................................................................. 44
7.1 Recorded Document Report ....................................................................................................... 44
7.2 Recording and Submission Fee Report ....................................................................................... 45
7.3 Monthly Submission Fee Report ................................................................................................. 45
8 Rejected Email..................................................................................................................................... 46
9 Adding the North Carolina Stamp to the Image ................................................................................. 47
10 Scanning .......................................................................................................................................... 48
11 Image Editing Tools ......................................................................................................................... 49
12 Glossary ........................................................................................................................................... 50
13 Contacts .......................................................................................................................................... 51
13.1 Support........................................................................................................................................ 51
13.2 Sales ............................................................................................................................................ 51
14 Figures ............................................................................................................................................. 52
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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Introduction
Welcome! We are excited to introduce you to eCourier Version 2.0.
We hope that as you learn more about it you will find it a useful tool for eRecording your documents.
eRecording Partners Network Staff
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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1 The “Home” Tab Manage your account
See jurisdictions that were recently added to the ePN footprint
See current ePN and jurisdiction News
Figure 1: eCourier Home Tab
1.1 Quick Links Section for managing your account
Figure 2: Quick Links
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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1.1.1 View Available eRecording Jurisdiction List
View the entire ePN footprint and the document types accepted by each jurisdiction
Figure 3: View Available eRecording Jurisdiction List and the Document Types
1.1.2 Change Password
Change your password
Figure 4: Change Password
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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1.1.3 Choose Jurisdictions
Add jurisdictions to your account
Figure 5: Choose Jurisdictions
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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1.1.4 View Org Users (only available to Admin Users)
Manage the users for the account
Figure 6: View Org Users (only available to Admin User)
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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1.1.5 Common Parties
Add commonly used grantor and grantee names to help reduce keystrokes during data entry
Figure 7: Common Parties
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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1.2 New Jurisdictions
View the jurisdictions that have been recently added to the ePN footprint
Figure 8: New Jurisdictions
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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1.3 eRecording News
read up on the latest ePN and Jurisdiction news
Figure 9: eRecording News
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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2 The “Main” Tab
2.1 WIP Package Queue The Work In Progress (WIP) Queue shows all the packages that are currently being prepared to
submit to the jurisdiction.
Figure 10: WIP Package Queue
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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2.1.1 WIP Package Queue Search
Enter specific search criteria to restrict the result set
Figure 11: WIP Package Queue Search
2.1.2 WIP Package Queue Result
Result set based on the search criteria entered
Figure 12: WIP Package Queue Result
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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2.1.3 Process WIP Package
Create a new WIP package
Figure 13: Create WIP Package
Figure 14: Package Workflow Step 1
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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Figure 15: Package Workflow Step 2
Figure 16: Document Workflow Step 2
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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Figure 17: Document Workflow Step 3
Figure 18: Parties Name Match
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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Figure 19: Document Workflow Step 4
Figure 20: Package Workflow Step 3
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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2.1.3.1 Submit Package
Submit the package to be processed at the jurisdiction
Figure 21: Submit Package
2.1.3.2 Package Status
Package is processing at county
Figure 22: Package Processing at Jurisdiction
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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2.1.3.3 Returned Package
Package is returned from the jurisdiction as rejected
Figure 23: Package Rejected from Jurisdiction
2.1.3.4 Rejected Package
Edit a rejected package
Figure 24: Retry Package
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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Figure 25: Sidebar Letters
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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Figure 26: Rejected Document View
2.1.3.5 Re-submit Package
Submit a package that was previously rejected
Figure 27: Package Submit Duplicate Submission Warning
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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2.2 Processing Status Queue
View the packages processing at the county
Figure 28: Processing Status Queue
2.2.1 Processing Status Queue Search
Enter specific search criteria to restrict the result set
Figure 29: Processing Status Queue Search
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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2.2.2 Processing Status Queue Result
Result set based on the search criteria entered
Figure 30: Processing Status Queue Result
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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2.3 Returned Package Queue
View packages returned from the jurisdiction as recorded or rejected
Figure 31: Returned Package Queue
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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2.3.1 Returned Package Queue Search
Enter specific search criteria to restrict the result set
Figure 32: Returned Package Queue Search
2.3.2 Returned Package Queue Result
Result set based on the search criteria entered
Figure 33: Returned Package Queue Result
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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2.3.3 Recorded Package
2.3.3.1 Recorded Package Detail
View the detail of the recorded documents
Figure 34: Recorded Link
2.3.3.2 Export the Recorded Image
Download the image as a PDF or TIF
Figure 35: Export Link
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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3 The “Search” Tab
Find the status of any package
Figure 36: The “Search” Tab
3.1 Search Queue Enter specific search criteria to restrict the result set
Figure 37: Search Queue
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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3.2 Search Result
Result set based on the search criteria entered
Figure 38: Search Result
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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4 The “Reports” Tab
4.1 The “Recorded Document” Reports Tab
4.1.1 Recording Fees Report
4.1.1.1 Recording Fees Report Search
Report on recorded documents by date and user
Figure 39: Recording Fees Reports Search
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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4.1.1.2 Recording Fees Report Result
Figure 40: Recording Fees Report Result
4.1.2 Submission Fees Report
4.1.2.1 Submission Fees Report Search
Report on submission fees by date and user
Figure 41: Submission Fees Report Search
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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4.1.2.2 Submission Fees Report Result
Figure 42: Submission Fees Report Result
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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4.2 The “Submitted Document” Reports Tab
4.2.1 Submitted Document Report Search
Report on submitted documents by date and user
Figure 43: Submitted Document Report Search
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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4.2.2 Submitted Document Report Result
Figure 44: Submitted Document Report Result
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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4.3 The “Rejected Document” Reports Tab
4.3.1 Rejected Document Report Search
Report on rejected documents by date and user
Figure 45: Rejected Document Report Search
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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4.3.2 Rejected Document Report Result
Figure 46: Rejected Document Report Result
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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4.4 Additional Reports/Options
Report on recording and submission fees by date
Figure 47: Additional Reports/Options
4.4.1 Additional Reports/Options Search
Figure 48: Additional Reports/Options Search
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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4.4.2 Additional Reports/Options Results
Figure 49: Additional Reports/Options Results
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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5 Client Specific Information
A client can request to have a dropdown labeled as per their request and populated with
information that would be specific for that document
Examples:
o Account information for debiting a specific bank account
o Branch information for assigning a document to a specific branch
5.1 Client specific dropdown
Figure 50: Client Dropdown
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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The Client specific information is located after the Document Image section
Figure 51: Client Specific Information Location
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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5.2 Collected Fees and Taxes
The recording fees and taxes collected can be entered during the document data entry process.
A report will be emailed identifying the entered recording fees and taxes, the jurisdiction fees
and if there is a discrepancy between them.
5.2.1 Collected Fees pulled from 1200 Section of HUD Statement
The recording fees and taxes can be populated from the 1200 section of the HUD statement
which allows the user to identify the fees and taxes applicable to each document
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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Figure 52: Collected Fees from Section 1200 in HUD Statement
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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5.2.2 User Entered Collected Fees
The user can enter the collected recording fees and taxes
Figure 53: User Entered Collected Fee Report
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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6 Recorded Documents
Clients can received emails, invoices and reports for the package that was recorded
6.1 Recorded Email
Figure 54: Recorded Package Email
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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6.2 Recorded Invoice
The invoice is attached to the recorded email
Figure 55: Recorded Invoice
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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7 Scheduled Reports
Clients can receive reports to reflect the documents that were recorded
7.1 Recorded Document Report
Figure 56: Nightly Recording Report
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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7.2 Recording and Submission Fee Report
Figure 57: Recording and Submission Fee Report
7.3 Monthly Submission Fee Report
Figure 58: Monthly Submission Fee Report
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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8 Rejected Email
Clients can received an emails for the package that was rejected
Figure 59: Rejected Email
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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9 Adding the North Carolina Stamp to the Image
The stamp required per statute for any document submitted electronically to a North Carolina
jurisdiction can be added to the image
Figure 60: North Carolina Stamp
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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10 Scanning
Clients with scanners connected to their computer can scan in the document
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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11 Image Editing Tools
: Open File : Move Page Up : Eraser
: Crop Margins : Move Page Down : Previous Page
: White out Margins : Despeckle : Next Page
: White out all Margins : Despeckle All : Zoom out
: Delete Image : Increase Size : Zoom in
: Rotate Image Left : Decrease Size : Full size
: Rotate Image Right : Convert to letter size : Best Fit
: Rotate All Pages Left : Convert to legal size : Fit to width
: Rotate All Pages Right : Scan
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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12 Glossary
Common Parties
parties that appear on several different types of documents, examples include a common
bank name or agency
Rejected Status
a package submitted to the county, but has been returned rejected for reason specified by
the county
Returned Status
a package that has been submitted to the county and has been returned recorded or
rejected.
WIP- Work in Progress
status assigned to packages where the data entry has been started and may or may not be
complete, package has not been submitted.
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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13 Contacts
13.1 Support Phone: 1-888-325-3365 ext 1
Fax: 1-612-677-3495
Email: [email protected]
13.2 Sales Phone: 1-888-325-3365
Fax: 1-866-694-5990
Email: [email protected]
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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14 Figures Figure 1: eCourier Home Tab ........................................................................................................................ 4
Figure 2: Quick Links ..................................................................................................................................... 4
Figure 3: View Available eRecording Jurisdiction List and the Document Types.......................................... 5
Figure 4: Change Password ........................................................................................................................... 5
Figure 5: Choose Jurisdictions ....................................................................................................................... 6
Figure 6: View Org Users (only available to Admin User) ............................................................................. 7
Figure 7: Common Parties ............................................................................................................................. 8
Figure 8: New Jurisdictions ........................................................................................................................... 9
Figure 9: eRecording News ......................................................................................................................... 10
Figure 10: WIP Package Queue ................................................................................................................... 11
Figure 11: WIP Package Queue Search ....................................................................................................... 12
Figure 12: WIP Package Queue Result ........................................................................................................ 12
Figure 13: Create WIP Package ................................................................................................................... 13
Figure 14: Package Workflow Step 1 .......................................................................................................... 13
Figure 15: Package Workflow Step 2 .......................................................................................................... 14
Figure 16: Document Workflow Step 2 ....................................................................................................... 14
Figure 17: Document Workflow Step 3 ....................................................................................................... 15
Figure 18: Parties Name Match .................................................................................................................. 15
Figure 19: Document Workflow Step 4 ....................................................................................................... 16
Figure 20: Package Workflow Step 3 .......................................................................................................... 16
Figure 21: Submit Package .......................................................................................................................... 17
Figure 22: Package Processing at Jurisdiction ............................................................................................. 17
Figure 23: Package Rejected from Jurisdiction ........................................................................................... 18
Figure 24: Retry Package ............................................................................................................................. 18
Figure 25: Sidebar Letters ........................................................................................................................... 19
Figure 26: Rejected Document View........................................................................................................... 20
Figure 27: Package Submit Duplicate Submission Warning ........................................................................ 20
Figure 28: Processing Status Queue............................................................................................................ 21
Figure 29: Processing Status Queue Search ................................................................................................ 21
Figure 30: Processing Status Queue Result ................................................................................................. 22
Figure 31: Returned Package Queue .......................................................................................................... 23
Figure 32: Returned Package Queue Search ............................................................................................... 24
Figure 33: Returned Package Queue Result ............................................................................................... 24
Figure 34: Recorded Link ............................................................................................................................. 25
Figure 35: Export Link ................................................................................................................................. 25
Figure 36: The “Search” Tab ....................................................................................................................... 26
Figure 37: Search Queue ............................................................................................................................. 26
Figure 38: Search Result .............................................................................................................................. 27
E-MAIL: [email protected]
WEBSITE: www.erecordingpartners.net 400 Second Ave South
Minneapolis, MN 55401
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Figure 39: Recording Fees Reports Search.................................................................................................. 28
Figure 40: Recording Fees Report Result .................................................................................................... 29
Figure 41: Submission Fees Report Search ................................................................................................. 29
Figure 42: Submission Fees Report Result .................................................................................................. 30
Figure 43: Submitted Document Report Search ......................................................................................... 31
Figure 44: Submitted Document Report Result .......................................................................................... 32
Figure 45: Rejected Document Report Search ............................................................................................ 33
Figure 46: Rejected Document Report Result ............................................................................................ 34
Figure 47: Additional Reports/Options ....................................................................................................... 35
Figure 48: Additional Reports/Options Search ........................................................................................... 35
Figure 49: Additional Reports/Options Results .......................................................................................... 36
Figure 50: Client Dropdown ........................................................................................................................ 37
Figure 51: Client Specific Information Location .......................................................................................... 38
Figure 52: Collected Fees from Section 1200 in HUD Statement ............................................................... 40
Figure 53: User Entered Collected Fee Report............................................................................................ 41
Figure 54: Recorded Package Email ............................................................................................................ 42
Figure 55: Recorded Invoice ....................................................................................................................... 43
Figure 56: Nightly Recording Report ........................................................................................................... 44
Figure 57: Recording and Submission Fee Report ...................................................................................... 45
Figure 58: Monthly Submission Fee Report ................................................................................................ 45
Figure 59: Rejected Email ........................................................................................................................... 46
Figure 60: North Carolina Stamp ................................................................................................................ 47