Organizations page

Overview

This topic provides information on how to use the Organizations page for Submitter and Document Builder users.

To open the Organizations page, from the navigation bar, click Organizations.

Organizations page with Organization Contact Information window with callout letters screenshot

Letter Description
A To add additional organizations to the roster, click here.
B Simplifile services you subscribe to display here.
C To choose the column that display, click the Actions button.
D To make changes in your organization's information, click the Ellipsis button (Ellipsis button) and choose Edit. You can edit fields in any area that display Edit when you hover your mouse pointer.

The Organizations page contains a table of the most recently viewed organizations in your Simplifile environment.

You can view information about the employees of each organization you are affiliated with who use Simplifile. For each employee, you can see the contact information and Simplifile access roles. This information is organized and accessible in multiple ways to help you find what you need as quickly as possible.

NOTE: Several pages in Simplifile give you access to the user and role information for the organizations you belong to that use Simplifile. You can send email messages to contact persons and users from some of these pages. If you have the necessary permission, you can also add users and manage each user’s roles. On all pages, you can filter the list to display only entries that include the text and numbers you enter in the filter field.

If you have the needed permissions, you can add an organization to Simplifile. When you do this, you base the new organization on an existing organization, so that certain attributes (such as the user agreement and services) are the same. This means you do not need to create the entire setup from scratch. You are added to the organization as a Simplifile administrator and have the same roles that you have with the original organization. You choose the primary contact for the new organization from the based‑on organization’s users.

A tool tip appears when hovering over the organization name. This is particularly helpful when the organization name is too long to display the full name.

There is a tool tip when hovering over the Recent Docs or Total Docs columns. This tool tip helps describe what each number is.

I want to ...

Open the Organizations page

  • In the top‑level navigation bar, click Organizations. The Organizations page opens in the right panel and the Organizations item is selected in the top‑level navigation bar.

Accept a pending invitation to an organization

  1. Open the Organizations page.
  2. locate the row for the organization in the table.
  3. In the Status column, click the Pending indicator. The Simplifile License Agreement opens in a new window.
  4. Read the Simplifile License Agreement.
  5. If you agree to the license terms, click the Accept Agreement button.

Add an organization

IMPORTANT: You must have the Administrator role to add an organization. If you don't have the Administrator role, the Create Organization button is not displayed.

  1. Open the Organizations page.
  2. Above the table, click Create Organization.
  3. In the Create New Organization window that displays, complete the following fields:
    • Legal Name of Entity/Organization. Enter the legal name of the organization you want to add.
    • Preferred Name of Entity/Organization. Enter the legal name of the organization you want to add.
    • Phone and Extension. Enter the telephone number and extension (if applicable) of the organization you want to add.
    • Business Type. Use the dropdown list to enter the business type of the organization you want to add.
    • Based on. Choose the organization whose basic information you want to copy.
    • Parent Organization. To have the new organization include users from another organization, choose the other (parent) organization.
  4. Click Next.
  5. In the second Create New Organization window, enter:
    • Address
    • Time Zone

    of the organization you want to add.

  6. Click Next.
  7. In the third Create New Organization window, either:
    • Choose a Primary Contact Person or
    • Enter the information for a primary contact at the organization you want to add.
  8. On the third Create New Organization window, verify any listed fees.
  9. Click Create.

Delete an organization

IMPORTANT: Contact Simplifile to delete an organization.

Review and modify an organization

  1. Open the Organizations page.
  2. Use the Search field and filters to find the organization whose information you want to review.
  3. Review the information.
  4. To edit the information, click the three dots at the end of the applicable row and choose Edit Organization. The Organization Contact Information window opens.

Search for an organization

  1. Open the Organizations page.
  2. If the organization you want to open is not listed in the table, use the Search field and Filters to display it in the table. To filter your search:
    1. Click the Filters toggle tab to display the search filter options.
    2. Use the dropdown fields to choose your search filters.

    As you select each search field, the contents in the table change to display the results of the search filter.

Set the organizations default alert

  1. Open the Organizations page.
  2. If the organization you want to open is not listed in the table, use the Search field and Filters to display it in the table.
  3. Click the name of the organization for which you want to set the alert. The Organization Contact Information page for the selected organization opens in the right panel and the navigation bar changes to display Document Preparation.
  4. In the navigation bar, click Document Preparation. The Document Preparation & Workflow page opens in the right panel.
  5. Scroll to the Package Preparation section.
  6. Mark the Sound an alert when packages are recorded or rejected box.

Create (add) a sample organization

If you have the needed permissions, you can add an organization to Simplifile. When you do this, you base the new organization on an existing organization, so that certain attributes (such as the user agreement and services) are the same. This means you do not need to create the entire setup from scratch. You are added to the organization as a Simplifile administrator and have the same roles that you have with the original organization. You choose the primary contact for the new organization from the based‑on organization’s users.

  1. Open the Organizations page.
  2. Click the Actions dropdown list.
  3. Click the Create Sample Organization item.
  4. When the Create New Sample Organization wizard opens, complete the form and click Next to move to the next window in the wizard.

From the Actions dropdown list, I want to ...

Customize columns in the organizations table

  1. Open the Organizations page.
  2. Click the Actions dropdown button.
  3. Click the Customize Column item.
  4. When the Column to Display window opens, mark the field names boxes to display in the table and clear the field name boxes to hide in the table.
  5. Click Save.

The columns in the table are modified to the selections you made.

Export an organization list

NOTE: This downloads the information for the selected organizations into a .csv into your browsers specified download folder.

  1. Open the Organizations page.
  2. From the table, mark the organization row or rows you want to export from the table.
  3. Click the Actions dropdown button.
  4. Click the Export Organization List item.

Invite an organization

  1. Open the Organizations page.
  2. Click the Actions dropdown button.
  3. Click the Invite Organization item.
  4. When the Invite New Organization wizard opens, complete the form and click Next to move to the next window in the wizard.

Reload an organization

NOTE: This reloads (refreshes) the organizations in the displayed list.

  1. Open the Organizations page.
  2. From the table, mark the organization row or rows you want to reload.
  3. Click the Actions dropdown button.
  4. Click the Reload item.

Remove an organization from this list

NOTE: This does not remove (delete) an organization from the Simplifile environment, it just removes it from this list.

  1. Open the Organizations page.
  2. From the table, mark the organization row or rows you want to remove from the table.
  3. Click the Actions dropdown button.
  4. Click the Remove from this list item.

    The selected organization row or row are removed from the table list.

From the Ellipsis button, I want to ...

Open the Archive Organization window

  1. Open the Organizations page.
  2. In the table, click the Ellipsis button ( Ellipsis button ) and click the Archive Organization item.

    The Archive Organization page opens.

Open the Assign User Roles window

  1. Open the Organizations page.
  2. In the table, click the Ellipsis button ( Ellipsis button ) and click the Assign User Roles item.

    The Assign User Roles page opens.

Open the Organization Activity Logs window

  1. Open the Organizations page.
  2. In the table, click the Ellipsis button ( Ellipsis button ) and click the Activity Logs item.

    The Organization Activity Logs page opens.

Open the Organization Services page

  1. Open the Organizations page.
  2. In the table, click the Ellipsis button ( Ellipsis button ) and click the Services item.

    The Organization Services page opens.

Open the Organization User & Roles window

  1. Open the Organizations page.
  2. In the table, click the Ellipsis button ( Ellipsis button ) and click the Manage User Roles item.

    The Organization User & Roles page opens.

Open the Organizations Content Information page

  1. In the navigation bar, click Organizations. The Organization page opens.
  2. If the organization whose content you want to open is not listed in the table, use the Search field and Filters to display it in the table.
  3. In the table row for the organization whose contacts you want to open, do one of the following:

    Option 1

    1. In the table row for the organization whose contacts you want to open, mark the box at the left side of the row.
    2. Click the Ellipsis button ( Ellipsis button ) at the right side of the row.
    3. Click the Edit Organization item.

    Option 2

    • In the table row for the organization whose contacts you want to open, click the blue Name/ID link of the organization

    The navigation bar changes to display the organization’s navigation options and the Organization Contact Information page for the selected organization opens in the right panel.

Open the Security Policy window

  1. Open the Organizations page.
  2. In the table, click the Ellipsis button ( Ellipsis button ) and click the Security item.

    The Security page opens.

Reload an organization

NOTE: This reloads (refreshes) the information in the selected row.

  1. Open the Organizations page.
  2. From the table, in the row for the organization you want to reload:
    1. Click the Ellipsis button ( Ellipsis button ).
    2. Click the Reload item.

Remove an organization from this list

NOTE: This does not remove (delete) an organization from the Simplifile environment, it just removes it from this list.

  1. Open the Organizations page.
  2. From the table, in the row for the organization you want to reload:
    1. Click the Ellipsis button ( Ellipsis button ).
    2. Click the Remove from this list item.