Document review

Simplifile adds submitted packages to your Review Queue in the order in which they are received. You typically choose to review the next document in a queue. However, you can continue reviewing a package or document you have already begun reviewing, or choose to review a different document from the same or a different package. If you record based on submitted date, Simplifile holds any packages accepted out of submission date order and does not record them until the older packages are recorded.

• If you work with multiple jurisdictions, you can go to a queue that has documents with a more pressing return date.
• If you review a package out of order, when you finish reviewing the package, the system takes you to the oldest package in the queue.
• If you review the documents in a package out of order, the system continues through the list to the last document and then returns you to the first document in the package.

You must accept every recordable document in a package before you can record that package. A review can include checking margins and verifying fees. You may need to add your initials or stamps to a document or perform other tasks to prepare the document for recording.

A document’s status becomes Reviewing the first time anyone accesses that document from the reviewing queue. This status does not change until the document is either accepted or rejected. For more information on package and document statuses, see Count (or Jurisdiction) document and package statuses.

Depending on your settings, all of the documents in the same package as a document being reviewed may be locked and assigned to the same reviewer. The reviewer’s name displays in the Locked column for those documents. Other reviewers who log in begin with the next available package. While anyone who logs in to Simplifile can view any document, only the assigned reviewer can work on documents in a locked package. This prevents more than one person from working with the same package at the same time. However, if you have the necessary permission, you can take control of a locked document and review it yourself. This releases the previous reviewer’s lock.

After you review all documents in a package, if you have rejected even one, the entire package is returned to the submitter for review and re‑submission.