Add Source Documents


Concept

In this topic, you will see how to add Source Documents on Multisite Transactions.


Steps:

  1. In addition to adding Documents using regular methods, Source Documents from a FAST Transaction can be added.

     

    NOTE: The feature is only available for FAST files that have been Verified within the UWB.

    Step 1

  2. To add Source Documents, click the Documents menu item.

    Step 2

  3. When the file is a FAST file, Image Documents from the FAST file can also be uploaded to the UWB directly from the file.

     

    Click the View Source Documents icon.

    Step 3

  4. The View Source Documents window opens.

     

    The File Number field displays a file that contains Source Documents available for upload.

     

    The Source Documents associated to the displayed file number show in the lower portion.

    Step 4

  5. If a file within the Transaction does not contain Source Documents, the file number will not appear on the drop-down list.

    Step 5

  6. To view a Document prior to upload, click directly on the Document name.

     

    In this example, click on the TP-Preliminary Title Report.PDF document.

    Step 6

  7. To Close the view of the document, click the Close button.

    Step 7

  8. Select a Source Document to upload to the UWB.

     

    Click the Select checkbox for the TP-Preliminary Title Report.PDF document.

    Step 8

  9. Once selected, the document can also be marked to Include in Approval Pkg. by placing a checkmark in the associated checkbox.

    Step 9

  10. To Save the changes, click the Done button.

    Step 10

  11. The FAST source Imaged Document reflects in the Documents location.

    Step 11

  12. Adding Source Documents from a Transaction that has multiple files can be accomplished in one location.

     

    NOTE: The feature is only available for FAST files that have been Verified within the UWB.

    Step 12

  13. This Transaction has multiple files available.

     

    To add documents, click the Documents menu item.

    Step 13

  14. If any file within the Transaction contains Source Documents, the Source Document upload icon will be available.

     

    Click the View Source Documents icon.

    Step 14

  15. To view additional files that contain Source Documents, click in the File Number field.

    Step 15

  16. To access Source Documents for a file, select the file number from the list.

     

    In this example, click 3291200 from the list.

    Step 16

  17. Select all Source Documents for the file by placing a checkmark in the Select checkbox.

     

    In this example, click the SP-Search Package checkbox.

    Step 17

  18. Source Documents can be marked to Include in Approval Pkg.

     

    Click the Include in Approval Pkg checkbox.

    Step 18

  19. Each file must be handled separately.

     

    When all the Source Documents for this file have been selected, click the Done button.

    Step 19

  20. Uploaded Source Documents will display the associated file number in the File # field.

    Step 20

You have now seen how to add Source Documents on Multisite Transactions.

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