Searching the UWB


Concept

In this topic, you will see how to search the UWB.


Steps:

  1. The Search field enables you to perform basic searches by typing the desired text in the search box and selecting the Quick Search icon.

    Step 1

  2. Click in the Search Content field.

    Step 2

  3. Enter the desired information into the Search field.

     

    In this example, enter "law".

    Step 3

  4. Click the Quick Search icon.

    Step 4

  5. The basic Search defaults to search Content.

     

    You can also search for Transactions by Name, Address, or File Number.

    Step 5

  6. Click the Advanced icon.

    Step 6

  7. Click Transaction by Name from the menu.

    Step 7

  8. Click in the Search field.

    Step 8

  9. Enter the desired information into the Search field.

     

    In this example, enter "Fifth Third".

    Step 9

  10. Click the Quick Search icon.

    Step 10

  11. The results of the Search display.

    Step 11

  12. To filter Search results by Status, click in the Status Filter field.

    Step 12

  13. Manually select or deselect a status to include in the filter using a checkmark.  You may also click the Select all or Unselect all buttons.

     

    In this example, click the UnSelect all button.

    Step 13

  14. Click the Approved checkbox.

    Step 14

  15. Click the Apply button.

    Step 15

  16. Approved Transactions display and are sorted by the Approval Date.

    Step 16

  17. To view the Search Criteria, click the Show Search Criteria link.

    Step 17

  18. You can change or enter additional Search criteria, such as File Number, City, and County, to broaden or narrow the Search Results, if desired.

    Step 18

  19. Click the Advanced link.

    Step 19

  20. The Advanced Search allows you to base your Content search on specific text. The following fields are available:

     

    - All of these words

    - Any of these words

    - The exact phrase

    - None of these words

    Step 20

  21. Click in the All of these words field.

    Step 21

  22. Enter the desired information into the All of these words field.

     

    In this example, enter "pa".

    Step 22

  23. Click the Search button.

    Step 23

  24. The results of the Search display.

     

    You are provided with several categories which allows you to refine your results.

    Step 24

  25. Click the Forms arrow.

    Step 25

  26. The available items under Forms display.

     

    In this example, click on the Endorsements link.

    Step 26

  27. The available Items display.

     

    In this example, Endorsements States display.

    Step 27

  28. You can add items from the Search Results to your Subscriptions or Bookmarks.

     

    Click the Add to Subscriptions button for the 50-PA-AFF-Agent Affidavit.

    Step 28

  29. A Subscription Added message displays.

     

    Click the Add to Bookmarks button for the Power of Attorney-Sell Real Estate 1-1-2015.

    Step 29

  30. A Bookmark Added message displays.

     

    Click the Subscriptions tab.

    Step 30

  31. The 50-PA-AFF-Agent Affidavit is included in the Subscriptions list.

     

    Click the Bookmarks tab.

    Step 31

  32. The Power of Attorney-Sell Real Estate 1-1-2015 is included in the Bookmarks list.

     

    Click the Search tab.

    Step 32

  33. Click the Search button to again display the results of the Advanced Search.

    Step 33

  34. You can view the Version History for Documents.

     

    Click the Version 1.0 link.

    Step 34

  35. The Version History for the selected Document displays.

     

    Click the Cancel button to close the Version History dialog box.

    Step 35

  36. You can also open Documents found in the Search Results.

     

    In this example, click the PA ALTA Homeowner's (Eagle) Policy (Rev 2-3-10) Schedule B link.

    Step 36

  37. The selected Document displays, allowing you to view, print, and save the file.

     

    Click the Close button to close the Document.

    Step 37

  38. Use the Clear button to remove all Search criteria. 

     

    Click the Clear button.

    Step 38

  39. All criteria entered in the Advanced Search fields is removed.

     

    Click the Home icon.

    Step 39

  40. You can also access the multiple Search features through the Actions icon.

     

    Click the Actions icon.

    Step 40

  41. Search Content and Search Transaction is an alternative method for accessing the Search screens previously covered.

    Step 41

  42. Click Search Content from the menu.

    Step 42

  43. The Search page displays, enabling you to perform a Basic or Advanced Search.

     

    Click the Home icon.

    Step 43

You have now seen how to search the UWB.

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