Simplifile Submitter Self Sign‑up Tip Sheet

Welcome to Simplifile! Below are several topics to help you set up and use your new Simplifile Submitter account.

To help you understand the basics of eRecording (including creating and submitting packages, fixing rejected packages, managing your account, and generating reports), please watch the Video iconNew User eRecording Training video.

Set up your bank payment account

IMPORTANT: The information you add in the payment account fields is securely stored so that when fees are due, the appropriate account can be debited.

  1. Open the Manage Payments Account page.
    1. From the navigation bar, click Payments. The Pending Payments page opens in the right panel and the navigation bar changes with Pending Payments selected.
    2. In the navigation bar, click Payment Accounts. The Manage Payment Accounts page opens in the right panel.
  1. Click the Add Account button near the top‑right corner. The Add Payment Account window opens.
  2. Under the Payment Account Details heading, enter an option [Checking (Recommended) or Savings].
  3. In the Bank Name field, enter the bank name.
  4. In the ACH Routing Number field, enter the bank’s 9‑digit ACH routing number. For more information about the field, click the Information ( Information button ) button.
  5. In the Verify ACH Routing Number field, reenter the ACH routing number.
  6. In the Account Number field, enter the account number. For more information about the field, place your cursor (pointer) on the Information ( Information button ) button.
  7. In the Verify Account Number field, reenter the account number.
  8. In the Name of Individual on the Account field, enter the name of the name of the person on the account.
  9. In the Account Nickname field, enter a nick name that can be used by Simplifile to identify the account. For more information about the field, place your cursor (pointer) on the Information ( Information button ) button.
  10. Click the Next button.

Add users to your Simplifile account

  1. Open the Users page. In the navigation bar, click the Users item. The Users page opens in the right panel.
  1. Click the Add Users button. The Add Users window opens.
  2. If the Organization(s) dropdown field is displayed, mark one or more wanted organizations.
  3. In the Email Address field, add the new user or users email address or addresses.
    • To add multiple email addresses, mark the Add multiple users checkbox and enter the email addresses separated by a comma.
    • If needed, you can drag the corner of the Email Address field to make it larger.

  4. In the Role(s) section, mark at least one role. If you are adding users to multiple organizations, the system displays only roles that the organizations have in common.

    NOTE: When you add a user to Simplifile, you assign one or more roles to that person. Roles determine who can use specific features of Simplifile, and help the system identify who performs specific actions in Simplifile. This helps with auditing because the Simplifile system logs the actions each person takes.

  5. Do one of the following:
    • If you are adding multiple users, click the Finish button.
    • If you are adding a single user and don't want to add any user contact information, click the Finish button.
    • Optional: If you are adding single user and want to include the user's contact information:
      1. Click the Next button. The Add New User Step 2 of 2 page opens.
      2. Enter the user contact information in the fields. All of these fields are optional.
      3. Click the Finish button.

      When the Finish button is clicked, Simplifile sends an email to each address you entered. The email invites the person to sign up for a Simplifile account or log in to an existing account to accept new roles.

Register (Add) Counties to your account

  1. Open the Counties and Other Recipients page. In the navigation bar, click Counties. The Counties and Other Recipients pages opens in the right panel.

    NOTE: When the Counties and Other Recipients page is opened from the Counties item in the navigation bar, the organization name is displayed in the upper‑left corner is a selectable dropdown field.

    A table of states that have registered counties is displays in the page.

  1. If you are associated with multiple organizations and the wanted organization is not displayed the top left field:
    • If the top left field is a dropdown field, click the dropdown arrow and choose the organization whose counties you want to manage.
    • If the top left field is not a dropdown field, open the Counties and Other Recipients page for the wanted organization.
  2.  Open the Register Counties window. Click the Register More Counties button.
  3. Do the following:

    • To add all recording jurisdictions that require no additional setup, in the top‑left corner, click the Add all one‑click counties button.

      NOTE:  A one‑click county is a jurisdiction that has no special requirements for setup or submission. You can click the Add all one‑click counties button at the top of the table once and all the one‑click counties are ready to accept eRecording documents through Simplifile.

    • To add all jurisdictions in a specific state that require no additional setup:
      1. Click on the state. A table displays that shows all the registered counties in the state.
      1. Click the Add all one‑click counties link in the state row.

How license fees are charged

Once a bank account has been added, the yearly license fee will be scheduled for collection. For an ACH account the payment will be processed via the ACH that night. For an eCheck account an eCheck will be added to the queue for approval.

Simplifile Submitter Help & Support

Simplifile Submitter Help & Support

Simplifile provides help and support through videos, user guides, release notes, and call‑in and online support. See the Simplifile Submitter Help & Support pages for more information.

 

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