Manage Beneficiaries/Assignors page

Open the Manage Beneficiaries/Assignors page

1. In the navigation menu, select the Organizations item. The Organizations page opens in the right panel.
2. If needed, use the filter to display the wanted organization.
3. Select the Name/ID row of the wanted organization. The Organization Contact Information page opens and the navigation menu changes.
4. In the navigation menu under the Services item, select the Document Builder item. The Document Builder License page opens in the right panel, the navigation menu changes, and License is selected.
5. In the navigation menu, select the Beneficiaries item. The Manage Beneficiaries/Assigners page opens in the right panel.

Add a beneficiary or assignor

1. Open the Manage Beneficiaries/Assignors page.
2. Select the Add Beneficiary/Assignor button. The Add Beneficiary/Assigner window opens.
3. Complete the information in the window and select the Save button. For more information, see the topic.

Edit a beneficiary or assignor

1. Open the Manage Beneficiaries/Assignors page.
2. In the table, go to the wanted row and select the pencil icon (). The Edit Beneficiary/Assignor window opens.
3. Complete the information in the window and select the Save button. For more information, see the topic.

Remove a beneficiary or assignor

1. Open the Manage Beneficiaries/Assignors page.
2. In the table, go to the wanted row and select the trash can icon. The Remove Party Name window opens.
3. Complete the information in the window and select the Save button. For more information, see the topic.

Upload a CSV file of the beneficiaries and/or assignors

If you have a CSV file of beneficiaries and or assignors, you can upload the file to Simplifile.

1. Open the Manage Beneficiaries/Assignors page.
2. Select the Upload CSV button. The computer's file manager opens.
3. Go to the wanted .csv file and select the Open button.

The information from the .csv file is upload to the Manage Beneficiaries/Assignors page.

Get a sample beneficiaries/assisgnors CSV file

1. Open the Manage Beneficiaries/Assignors page.
2. Select the Get Sample File button. A sample CSV file with the needed file names is download to your computer.
3. User your browser's file manager and spreadsheet program to open and view the .csv file.

Enter a non‑saved name into the Beneficiary/Assignor field

Some organizations want to lock the Beneficiary/Assignor field, so only values they have entered may be used by their users. Other organizations want to allow users to add values to the list. We allow administrators to specify whether or not they will let users save to the Beneficiary/Assignor list.

1. Open the Manage Beneficiaries/Assignors page.
2. To prevent users from typing a name or value in the Beneficiary/Assignor field, mark the Prevent user from typing a value in the Beneficiary/Assignor field that is saved in the list checkbox.