Document preparation

Overview

After you scan or upload a document that you want to include in a package, you prepare the document for submission. You do this in the document editor. The document editor includes several tools accessed from the left side of a document. For example, you can add names (such as grantors and grantees) to a document. If you do this, you must follow special rules to make sure the names display correctly.

You can store certain types of information within the document editor so that you can more easily add the same information to many documents. You can also verify fee amounts and make changes to items (such as the number of pages in a document) to affect the fee.

The document editor also provides a set of tools in a tool bar above the document. These tools help assure that the document displays correctly. For example, you can change the contrast of a page and remove extraneous marks.

If necessary, you can extract pages from a document to create a new document. You can size a document using the tools so that it prints smaller or larger than the original version. You can also set up Simplifile to always shrink all documents from one or more specific counties by a specific percentage.

You can also change a document type before you submit the package.

After you scan or upload a document that you want to include in a package, prepare the document for submission using the Document Editor. For more information see Document Editor page topic and the Using tools in the left panel task.

Do the following:

  1. Edit the document using the Document Editor. See the Document Editor page task.

  2. Apply a document edit. See the Applying a document edit task.

  3. Enter and store names (custom forms). See the Enter and store names (custom forms) task.

  4. Verify fees. See the Verifying fees task.

  5. Extract (copy) pages to create a task document. See the Extract (copy) pages to create a document task.

  6. Set the document size. See the Set Document Size (Complete Stamp Printing) task.

  7. Change the document type using the Package Details page. See the Change the document type task.

  8. eSign the document using the Packages page. See the Use the Packages page to eSign a document task.

  9. Check the status of a specific document using the Package Details page. See the View the status of a package from the Package Details page task.

  10. View the document history using the Package Details page. See the View the activity history of a package task.

  11. Remove a document from the package using the Package Details page. See the Remove (or discard) a document from a package task.