Simplifile Release Notes for 2023.07.11

for eRecording Submitter Users

 

NOTE: This release does not include any updates to the software that represent a material difference from the technology that the notary public identified on the notification form provided to the Kansas Secretary of State. This assurance is given under KAR 7-43-22(d).

 

eRecording Submitter

New Feature Summary - eRecording Submitter

Who is affected? What is it? Why did it happen?

Submitter users

We now include Finalizing as a status option for the Package Status Report

to make it easier to see a list of packages in Finalizing status.

Submitter users

We changed the helper document selector label from Additional Documents to Supporting Documents on Document Viewer

to make it clear that this step adds supporting documents to the current document rather than adding recordable documents to the package.

Submitter users

We added an option to include the organization ID on all related controls on the Packages page

to make it easier to find the correct option when choosing an organization.

We now include Finalizing as a status option for the Package Status Report

The Package Status Report is used by many submitters to quickly determine which packages are in a particular place in the eRecording life-cycle, such as Draft, Sent, or Recorded. We added the option to filter on Finalizing status, which is used by a limited number of recording jurisdictions to acknowledge that a package has been recorded, but that may require additional processing before it is available for download with stamps and final fees.

We changed the helper document selector label from "Additional Documents" to "Supporting Documents" on Document Viewer

Some recording jurisdictions require additional documents to be included with recordable documents for various reasons. These documents are not themselves recorded. These documents have been referred to by many different terms, such as:

  • Additional documents
  • Helper documents
  • Supporting documents
  • Ancillary documents

We want to standardize on a single label for these instruments, and will update the UI to refer to "Supporting Documents". The screenshot below shows where we made the change.

Document Editor page with Supporting Documents dropdown field screenshot

We added an option to include the organization ID on all related controls on the Packages page

Some users have access to dozens of submitting organizations, and these organizations often have very long and similar names. To make it easier for users to search for the correct organization, we have added the option to include the six-character organization ID to the end of the organization's name. An example of this appears in the screenshot below.

Package page with organization ID highlighted screenshot

To enable this feature, visit the Page Settings window and check the Display OrgID next to organization name in package creation and filters panel for Submitters option, highlighted below.

Package Settings page with Display OrgID next to organization name in hte package createion and filters for Submitter checkbox screenshot

Platform Services

New Feature Summary - Platform Services

Who is affected? What is it? Why did it happen?

All users

We removed the signer name and title from the License page

to simplify the information presented.

We removed the signer name and title from the License page

The Signer Name and Title associated with licenses has traditionally been included on the License page. This information provided little additional value over the document itself and distracted users from other available information on this page. The Signer Name and Title no longer appear for users.