Package creation

Overview

You create a package and then add one or more documents to it. You begin this process on the Packages page. The fields you need to complete may vary, depending on the recipient. Below is an example.

Packages page with callout letters screenshot

Letter Description
A Use this dropdown list to choose the county where your documents need to be recorded. If necessary, you can add additional counties. For more information, see Recording jurisdiction (County/Recipient) management.
B Enter a name for your package in this field.
C When you are ready, click here to create the package.

After adding the needed jurisdiction information and entering a package name in the fields near the top of the page, click the Create button. This creates the package. The Package Details page for the newly created package opens.

The Package Details page displays all information about a document package. You work from this page to prepare a package for submission and perform other package‑related tasks. Below is an example.

Package Details page with callout letters screenshot

Letter Description
A The package name, ID, and submitter fields display here. You can also choose to display other information, such as who last modified the record.
B The submitter, the package estimated recording time, and who last modified the package display here.

NOTE: You might find it helpful for your entire office to use the same conventions when packages are named. For example, your office may decide to always use the date, a file number, and/or a person’s name as part of every package name. This can help to maintain consistency, and can also help people find specific packages.

NOTE: If a lock icon (Red Lock icon) displays beside a document name, someone else has begun preparing the document for submission. Hover your mouse pointer over the lock to see who locked the document. If you have the necessary permission, you can open the document in the editor, take control of it, and review it yourself.

You can add documents to a package at any time. For more information, see the Package Details page topic Add a document to the package task.

Create a package

When you create a package, you choose the recording jurisdiction where you want to send the package, assign a name to the package, and add a document or document placeholder to the package. The information you use to create a package displays on the Package Details page, which is the base from which you perform most actions related to the package.

The process of choosing a recording jurisdiction is described below.

Packages page with callout letters screenshot

Letter Description
A Jurisdictions that match what you entered display in this section.
B To choose a jurisdiction, click the field. If the jurisdiction you want does not display in the list, start typing in the field to have Simplifile display counties that match what you enter.
C Jurisdictions that require you to complete additional steps to register display in this section. Click a jurisdiction to start the registration process. For more information, see Recording jurisdiction registration.

After you create at least one package, Simplifile can display the recording jurisdiction you used most recently at the top of the Packages page in the first (county) dropdown field. This means you do not have to re‑enter the county if the next package you create also goes to that county. If you want this feature, your Simplifile administrator can set this up for your organization. See the Page Settings window topic Set the default organization when logging in task.

QUICK TIP: To limit the number of recording jurisdictions that display in the dropdown list, see the Page Settings window topic Page Settings window (for the Packages page) task.

NOTE: To have Simplifile display the Package Details page when you create a new package instead of the Choose a Document type page, see the Page Settings window (for the Packages page) topic

To create a package, see the Packages page topic Create a package task.

After creating the package, continue with Add documents to the package below.

Add documents to the package

To add documents to the package, use either the Package Details page or the Document Editor page.

When you create a package or when you click the name of a package on the Packages page, the Package Details page opens.

Below is a partial example of a Package Details page.

Package Details page with callout letters screenshot

Letter Description
A Click the dropdown list to choose the type of document you want to add. Then click Add Document to Package.

NOTE: A package can contain one or more documents. If you add more than one document to a package, you should try to add the documents in the order in which you want the recording jurisdiction to review them. This is because recording jurisdictions review package documents in the order in which you put them in the package. You can change the document order later, if necessary. For more information, see the Package Details page topic Reorder the documents in a package task.

To add a document from the Package Details page, see the Add a document to the package task.

The Document Editor opens.

The document editor displays under the following conditions:

  • When you create or open a package from the Packages page, choose a document type, and click Add Document (does not occur if you go straight to the Package Details page).
  • When you open a package from the Packages page and click the name of a document already assigned to the package You initially add a placeholder to the document editor.

You must scan or upload an electronic version of the document before you can view it in Simplifile. The editor includes several tools that help you get a document ready to submit to the recording jurisdiction. For more information, see the Document Editor page topic.

Document Editor page screenshot

Letter Description
A Click here to add an additional document to the package. Any preparation work you have done on the displayed document is automatically saved for you. For more information on how to prepare a document, see Document preparation.
B Click here to add an additional document to the package. Any preparation work you have done on the displayed document is automatically saved for you. For more information on how to prepare a document, see Document preparation. If multiple document types display in the Document List, one or more of the documents is a helper or supporting document allowed or required by the jurisdiction to support the main document. Be sure to click the correct document type before you upload or scan the document.

NOTE: Depending on your setup, the Edge and Chrome browsers may display a Drag & Drop option instead of the Scan Document option.

You must scan a paper document or upload or drag and drop an electronic version of the document before you can view it in Simplifile. The Document Editor includes several tools that help you get a document ready to submit to the recording jurisdiction.

For information about how to use the Document Editor, see Document Editor page.

To open the Document Editor, see the Document Editor page topic Open the Document Editor task.

NOTE: You can also add a document to the package from the Document Editor. See the Add a document using the Document Editor’s Add New Doc button task.

NOTE: If you need to remove a document from the package, see the Package Details page topic Remove (or discard) a document from a package.

After adding the document or documents to the package, continue with the Document Preparation topic Document preparation task.