Package Details page

Overview

This topic provides information on how to use the Package Details page.

 

Letter Description
A Information about documents that have been added to a package display in the Documents table. See below for more information about what you can do in this table.
B Click in the Package Name field to change the name of the package.
C Click the Recipient name to change the package recipient and/or the municipality.

The following figure describes the Documents table on the Package Details page. The table lists documents that have been added to the package. You can do the following from the Documents table:

  • Change the document type of each document.
  • Change the order of the documents to make sure the jurisdiction reviews them in the correct order.
  • Download, print, and remove documents from the package.
  • Review the document fees.
  • View the status of each document, and the tasks required to move a document from one status to another.

Letter Description
A Click a document type to change the type. For more information, see Change the document type.
B Documents display in the order in which they will be reviewed. Use the arrows to change the order of the documents. For more information, see Reorder the documents in a package.
C Use these icons to download, print, remove, or rearrange individual documents.
D Click a fee total to review and possibly edit fees. For more information, see Review or edit fees and payment accounts.
E Click a document status to view a pop‑up window that explains tasks you need to do to prepare the document for submission.
F Mark the boxes for any documents in the package that you want to manage. Then click Actions button if necessary and choose the appropriate icon. (Submit works only for an entire package.) You can mark the box beside the table header to mark all of the document boxes. If no document boxes are marked, the icons work for the entire package.

Letter Description
A You can add a document to a package from the Package Details page. For more information, see Add a document to the package and Remove (or discard) a document from a package.
B If your administrator has set up multiple payment accounts, you can choose from the dropdown lists the account from which a fee type should be paid. For more information, see Review or edit fees and payment accounts. For information about setting up payment accounts, see Manage Payment Accounts page.

I want to ...

Open the Package Details page

Open the Package Details page from the Packages page

  1. In the top‑level navigation bar, click Packages. The Packages page opens in the right panel.
  2. If needed, use the Select a County dropdown or search for the package.
  3. In the table, click the blue link for the wanted package. The Package Details page opens in the right panel and the navigation bar changes to display the packages options with the Details item selected.

Open the Package Details page from the Search Results window

  1. In the top‑level navigation bar, click Search. The Search page opens in the right panel.
  2. Enter the search parameters in the applicable fields and click the Search button.
  3. When the Search Results window opens, click the wanted blue package link. The Search Results window closes, the Package Details window for the chosen package opens in the right panel, and the navigation bar changes to display the packages options with the Details item selected.

Open the Package Details page from the Document Editor

  • From within the Document Editor, click the Done button at the bottom of the left panel or click the browsers back arrow icon. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.

Add a document to the package

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.

  2. Under the Documents table in the Add another document field, if a dropdown field is displayed directly to the right, selected the wanted document type.

  3. Click the Add Document To Package button. The Document Editor opens.
  4. Use the Document Editor to add the document and related information about the document. For more information, see the Document Editor page topic:

Change the document type

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. In the Documents table in the row of the document you want to change, click the document type (under the document name). The Change Document Type window opens.

    NOTE: The document type displays the Edit icon ( Edit button ) and the tool tip “Click to change document type” when you can click to open the Change Document Type window.

  3. Use the dropdown list in the To field to choose a different document type.
  4. Click the Change button.
  5. To save the change, click the Change button.

Download a document from the Document row in the Package Details page

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. Go to the Documents table.
  3. In the row for the package, click the Download button. The document is downloaded using the browser’s download tool.

Download a package using the Actions button on the Package Details page

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. Click the Actions button on the Documents table heading row. A menu appears.
  3. Click the Download item. The Download Package window opens.
  4. Complete the action in the Download Package window. For information, see Download Packages window.The browser’s download tool downloads the file to the download folder. The downloaded file tag may be displayed in the bottom row of the browser window.

Open the Email package download link window

IMPORTANT: For users to send emailed download links, a user with the eRecording Administrator role must activate the feature on the organization’s Submission Preparation page.

The Package Details page includes an Email Download Link control that is enabled when all of the following conditions have been met:

  • The package was submitted by an organization that allows email download links,
  • and the authenticated user has permissions to send email download links,
  • and the package is in Recorded status.

This feature is separate from the standard recorded package notification in that this one can be triggered by a user instead of the recorded event. The function is under the Actions... button and is labeled Email package... Clicking this button displays the Email Package Download Link window.

Sometimes Simplifile users have a business need to send recorded documents to interested third‑parties. An easy way to do this directly from Simplifile is by sending them single‑use links via email that allows them to download the recorded documents that are selected by the user. This feature avoids problems with email attachment sizes and provides a more auditable way to see how your recorded documents have been shared.

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. Click the Actions button on the Documents table heading row. A menu appears.
  3. Click the Email package item. The Email package download link window opens.
  4. Complete the action in the Email package download link window. For information, see Email Package Download Link window topic.

What the recipient experiences with emailed download links

When a document or package download link is emailed to someone from the Packages page or Package Details page, the recipient receives an email with similar to the one shown below.

Simplifile invitation to download documents screenshot

The recipient should click the link in the email when they are ready to download documents.

IMPORTANT: For security reasons, this link will only work one time, and will expire after five days.

Clicking the link opens a web page similar to the one shown below.

Simplifile download documents list screenshot

The user has three options:

  • Download selected documents as a ZIP file by clicking the as ZIP file button.
  • Merge selected documents into a single PDF by clicking the as one PDF button.
  • Download each document individually as PDFs by clicking the download icon next to each desired document.

When the user closes the page they will no longer be able to access it. If necessary, the user who created the download link email will have to send a new one.

Print a document from the Document row in the Package Details page

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. Go to the Documents table.
  3. In the row for the package, click the Print button. The browser’s print tool open.
  4. Print the document using the browser’s print tool.

NOTE: Users print documents for "paper counties" (counties that do not eRecord, eSign, or eNotarize) and "ink‑sign" counties" (counties that eRecords but do not allow eSignatures or eNotarization). After printing and signing documents for these types of counties, it was not apparent which documents the user should mail and which documents they should scan back in for eRecording. For this reason, we have added a little scanner icon at the bottom left corner of the documents that should be scanned back in for the "ink sign counties".

Print a single package using the Actions button on the Package Details page

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. Click the Actions button on the Documents table heading row. A menu appears.
  3. Click the Print item. The Print Package window opens.
  4. Complete the action in the Print Package window. For information, see Print Packages window.

NOTE: Users print documents for "paper counties" (counties that do not eRecord, eSign, or eNotarize) and "ink‑sign" counties" (counties that eRecords but do not allow eSignatures or eNotarization). After printing and signing documents for these types of counties, it was not apparent which documents the user should mail and which documents they should scan back in for eRecording. For this reason, we have added a little scanner icon at the bottom left corner of the documents that should be scanned back in for the "ink sign counties".

Recall a submitted package that hasn't been recorded

IMPORTANT: You may be able to recall a submitted package whose status (including all of the package documents) is Sent. In addition, specific conditions must met. For example, the recipient must allow submitters to recall packages, you must have submitted the package when the recipient is not accepting submissions, and the recipient cannot have begun accepting submissions since you originally sent the package.

The package must have a Sent indicator in the Package Status field to be able to be recalled.

  1. Open the Package Details page.

  2. Click the Actions button. A menu opens.

  3. Click the Recall Package item.

If the recall is successful, the package goes back into a Ready status. After you make any necessary changes, you can resubmit the package.

View a recipient's recording queue

You can view information about a recording jurisdiction, including where your packages might be in the jurisdiction’s recording queue. Below is an example.

Recipient Information page with callout letters screenshot

Letter Description
A The Known Packages in Queue table lists the packages that are in the recording queue for this recording jurisdiction. The table also shows the number of documents in each package, an estimate of how much time must pass before each package is recorded, and the date and time each package was submitted.
  1. Open the wanted Package Details page. See Open the Package Details page.
  2. On the upper‑right side of the page, click the estimated recording time.

Remove (or discard) a document from a package

You may need to remove a document from a package. For example, you may have accidentally added a document to the wrong package. You may also want to remove a package from the system.

Letter Description
A To remove multiple documents from a package, mark the box beside each document you want to remove and click The Actions button. When the menu appears, click Discard.
To choose all of the documents in the package, mark the box beside the table header.
B To remove the package from the system, click the Actions button and then click Discard without marking any boxes.
C To remove a single document, click its trash can (Trash Can (delete) button) icon.
  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. Go to the document row in the Documents section.
  3. To remove a single document, click its trash can ( Trash Can button ) icon. The task is finished.
  4. To remove one or more documents:
    1. Mark the boxes beside the documents you want to remove from the package. To mark all boxes at once, mark the box at the top of the column of boxes.
    2. Click the Actions button. A menu appears.
    3. Click Discard.
  5. To leave the page, use the navigation bar or click the browser’s back arrow button.

Remove (or discard) a package

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. Leave all the boxes unmarked.
  3. Click the Actions button. A menu appears.
  4. Click the Discard item. The package is removed.
  5. To leave the page, use the navigation bar or click the browser’s back arrow button.

Reorder the documents in a package

When you submit a package, the recording jurisdiction reviews the package documents in the order in which they are arranged. Typically, you should try to add documents to a package in the order in which you want them to be reviewed. This means that you add first the document you want reviewed first. Documents display on the Package Details page in the order in which they will be reviewed. This lets you verify that the documents are in the right order. If they are not, you can change the order. Below is an example.

Letter Description
A To move a single document one position, click and hold an arrow and reposition the row in the table.
  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. To move a single document up or down one position, click and hold the arrows until it turns into a hand icon then move the row up or down in the table.

Request electronically certified copies

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. Click the Actions button at the top of the Documents table. A menu appears.
  3. To view the eRecording Report of Recorded Documents: Itemized Fee View, click the Actions button at the top of the Documents table and choose View Itemized Report above the Documents table.

Request electronically certified copies ‑ Notice of Commencement in Florida

IMPORTANT: This feature is available initially in the following counties for Notice of Commencement documents:

  • Indian River, FL
  • Olaloosa, FL ‑ NOC

Manatee, Wakulla, and Charlotte should be coming very soon.

You may request electronically certified copies in an expanding number of counties in the state of Florida. When you submit a document type that has been enabled for eCertified copies, you can check a box to request one and enter an email address. The county will send an eCertified copy when the document is recorded.

The submitter pays the county's standard certified copy fee, as well as a Simplifile convenience fee, at the same time they pay their regular recording fees. These fees will be included in the fee estimate prior to submission.

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. In the Documents section, click the blue document name. The Document Editor opens.

  3. In the left column, scroll down to the Request Certified Copy checkbox.

    Document Viewer left panel with Request Certified Copy highlighted screenshot

  4. Click the estimated recording fees value. The FeeDetails window opens.

    NOTE: Different counties may name these fees differently and may charge different amounts.

    NOTE: The status of eCertified copy requests can be found on the Packages page under the option column labeled Integration Status. Use the Choose Columns option in the Actions menu to add this column.

    An example of this column is shown in the screenshot below.

    Packages page table displaying columns screenshot

    There are three possible statuses for this field:

    • Request Submitted
    • Request Error
    • Certified Copy Delivered

    Clicking on the Integration Status field will display the Integration Status dialog explaining the current status, as shown in the screenshot below.

    Integration Status window screenshot

Review and repair a rejected package

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. To view details about why the package was rejected, click the Rejected status of a package on the Packages page.

    QUICK TIP: Click the status of any document in a package from the Package Details page to find details about the package’s status.

  3. Click the name of a rejected package to display its Package Details page.
  4. Do any of the following:

    QUICK TIP: Documents retain the rejected status until you mark them as ready to submit.

    • To pay a specific fee from a different account, choose the account from the dropdown list for the fee type. For more information, see Package management.
    • To add a document to the package:
      1. Choose the document type.
      2. Click Add Document.
      3. Prepare the document as described in Package creation.
    • If you have the necessary permission to add or change fees for a document, click the fee amount, make any changes, and click Close.
    • To change the type of document, click the type and choose a new type from the dropdown menu. Then click Change.
    • To repair a rejected document, do the following:
      1. Display the document in the document editor by clicking the document name.
      2. If wanted, see why the document was rejected by clicking Rejection Reason.
      3. Make any required changes.
      4. When finished, mark the required boxes. For example, mark the box to show that the document is recordable.
      5. Click Done.

Review or edit fees and payment accounts

When you prepare a document, you verify that financial charges such as recording fees and taxes are correct. You can review the estimated fees on the Package Details page and may be able to make changes, if necessary. For recorded documents, depending on your settings, you may be able to review both the estimated fees and the final fees.

Your Simplifile administrator sets up payment accounts from which various fees should be paid. Your Simplifile administrator may also choose default accounts for each type of fee if there are multiple accounts available. For more information, see Manage Payment Accounts page. If necessary, you can choose a different payment account for any fee type that has more than one payment account set up.

The payment accounts your Simplifile administrator sets up display on the Package Details page. Below is an example.

Letter Description
A Click a document fee total to review the fees for that document. You can also open the document in the document editor to review the fees. For more information, see Verifying fees.
B Use any displayed dropdown lists to choose a payment account Simplifile should use to pay the associated fee. Each fee type can have its own dropdown list.
  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. To review the fees for a document, click the blue dollar value fee link below the number of page. The Review Fees window opens.

    In some cases, you may also be able to adjust the fees. If you do this, be sure to click Save on the Review Fees page.

  3. To change which account you want to use to pay a fee for this package, in the Estimated Fees section, choose a different account from the dropdown list in the Payment Account column.

    NOTE: If the entry in the Payment Account column does not display a dropdown list, your Simplifile administrator has set up only one payment account.

  4. To leave the page, use the navigation bar or click the browser’s back arrow button.

Set the notifications for a single package

You can have Simplifile send notifications when a single package with a Ready status is submitted, recorded, and rejected.

NOTE: Your Simplifile administrator can set up your organization so that Simplifile sends notifications for all packages. These notifications let people know when certain actions are taken. For more information, see Set up email notifications. Individual users cannot remove an organizational setting to send a notification.

The bell button at the top of the Package Details page lets you choose who should receive notifications for the package whose details page you have opened.

Package Details page Set Notifications for Packages window screenshot

If the bell button is solid, as shown below, at least one notification has been set up for this package.

Package Details page with solid blue bell screenshot

The bell button will display as solid whenever a notification for a package has been set up, regardless of who creates the notification.

Enable the notifications for a single package

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.

    At the top of the page to the right of “Package Details”, the bell button (  or  ) indicates this package’s notification setting. If the bell button is solid (), at least one notification has been set for this package.

  2. Click the bell button (  or  ) to display the Set Notifications for package window.
  3. Do any of the following:

    • To send email when the package is submitted, in the When submitted, send email to section, mark the boxes of the people who should receive the email.

      In the Other email recipients field enter email addresses for other people who should be notified if this package is rejected. Use commas between multiple addresses.

      In the Other email recipients field enter email addresses for other people who should be notified if this package is rejected. Use commas between multiple addresses. If wanted, enter email addresses for other people who should be notified when this package is submitted in the Other email recipients field. Use commas between multiple addresses.

    • To send email when the package is recorded, in the When recorded, send email to section, mark the boxes of the people who should receive the email.

      In the Other email recipients field enter email addresses for other people who should be notified if this package is rejected. Use commas between multiple addresses.

    • To send email if the package is rejected, in the When rejected, send email to section, mark the boxes of the people who should receive the email.

      In the Other email recipients field enter email addresses for other people who should be notified if this package is rejected. Use commas between multiple addresses.

  4. When finished choosing who should receive notifications, click Save.

Disable the notifications for a single package

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.

    At the top of the page to the right of “Package Details”, the bell button (  or  ) indicates this package’s notification setting. If the bell button is solid (  ), at least one notification has been set for this package.

  2. Click the bell button (  or  ). The Set Notification for Package window opens.
  3. Clear all of the boxes.

    IMPORTANT: You cannot remove an organizational setting to send a notification.

  4. When finished choosing who should receive notifications, click Save.

Submit a package using the Submit button the Package Details page

NOTE: Simplifile lets individual users request notification for the recording or rejection of packages during the submission process when they submit from the Packages page or the Package Details page. A Simplifile administrator can also set up notifications at the organization level. For more information, see Set up email notifications.

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. When all of the documents in the document table contain a blue Ready button in the Status column and the Released for Recording box is marked, (it is a new optional box that is configured), click the Submit button above the Documents table. The Confirm Submission window opens.
  3. Review the information in the window.
    1. Verify that all necessary documents have been added. If they have not, see the Add a document to the package task.
    2. If any package document does not have a Ready status, click the document name and finish preparing the document for submission. For more information, see the Prepare a document for submission task.
    3. Verify that the displayed fees are accurate. In the Fees section, use the dropdown lists in the Payment Account column to choose the account you want to use to pay each type of fee. For more information, see the Review or edit fees and payment accounts task.
  4. If wanted, click Messages in the navigation bar and add notes in the Internal Preparation Notes box. Only staff at your agency can see these notes. To return to the Package Details page, click Details in the navigation bar.
  5. If you want to be notified when the package is recorded or rejected, mark the Notify me when this package is recorded or rejected box.
  6. Click the Submit button. The package is submitted and the window closes.

Toggle the package signature type between Electronic or Ink

Some customers produce documents on behalf of another organization. Sometimes they have signing authority (power of attorney) for that organization, and sometimes they do not. When they do not have signing authority, they need to create the document and send it to their client to be signed. When the Package Details page Signature Type field is set to Ink, the documents print with locations for their client to ink‑sign.

This task explains how to change a package's Signature Type.

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.

  2. To change the signature type, in the Signature Type field, click on the blue entry.

    • When Electronic is clicked it changes to Ink.
    • When Ink is clicked, it changes to Electronic.

View a document in the package using the Package Editor page

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. In the Documents table, click on the blue document name. The Document Editor window opens with the document in the right pane.
  3. When finished viewing the document, click the Done button in the lower‑left corner of the left panel.

Prepare a document for submission

View and print the Package Summary Status report

The Package Summary Status report gives details about each document in the package and a preliminary estimate of all fees associated with the package. Below is an example.

You can print this report for a package with any status except Recorded.

  1. Open the Package Details page.

    IMPORTANT: Remember to choose a package with a status other than Recorded.

    QUICK TIP: From the Package Details page of a recorded package, you can print itemized fees. For more information, see Transaction Report.

  2. Click the Actions button at the top of the Documents table and choose View Summary Report from the dropdown list that displays.

    The report displays in a browser window.

    QUICK TIP: Simplifile includes many other useful reports. For more information, see Reports.

  3. To print the report, use your browser’s print tool.

View or add comments to the package

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. In the navigation bar, click Messages.
  3. Scroll to the bottom to view messages from recipients.
  4. To add comments that only people at your location can view, click in the Internal Preparation Notes box and type your comment.
  5. To add comments that recording jurisdiction workers can view, click in the Comments for Recipient box and type your comment.

View or add package messages and comments

From a Package Details page, you can view messages that pertain to that package. These may be notes that only your organization can see, or comments you want the recipient to see. In some cases, a message may be specific to the recording jurisdiction where you submitted the package. For example, a specific county may have Internet connection difficulties that prevent the county from recording documents.

Letter Description
A Click Messages to display the Messages page.
B The number of any unread messages displays here.
C Messages display at the bottom of the page.

You can add internal comments to a Package Details page. Only people at your organization who view the Package Details page can see these comments.

If your recording jurisdiction has set it up and the recipient allows it, you can also add comments to a Package Details page that the recipient can see. This lets you send a message to the jurisdiction.

Letter Description
A If your recording jurisdiction has set it up and the jurisdiction allows it, you can add comments here to send a message to the jurisdiction.
B You can add comments here that only people at your location can view. The recording jurisdiction will not see these comments.

NOTE: To view messages from and about all recording jurisdictions, use the News link that displays on the navigation bar when you are not working with a specific package. For more information, see News page.

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. In the navigation bar, click Messages. The Message page for the specific package is opened.
  3. Review the messages.
  4. To leave the page, use the navigation bar or click the browser’s back arrow button.

View or change a package name

You can change information if it displays in a field box when your mouse pointer passes over the information. For example, you can change the name of a document package. You can do this at any time.

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. Click in the Package Name field.
  3. Change the text that displays.

    QUICK TIP: You can change any information that displays in a field box when you pass your mouse pointer over the information.

  4. Click Save on the upper‑right side of the page.

View or change a package recipient

If necessary, you can change the recording jurisdiction where a package should be sent. When you do this, you choose a document type. This assures that the document type you submit is one the jurisdiction accepts. You can review the currently assigned recipient’s information before you make any changes. This can help verify that you need to make the change.

Letter Description
A Click the recipient name to change the recipient.
  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. Click the recipient’s name.

    QUICK TIP: To view information about the recipient, click the estimated recording time.

  3. When the Modify Package Recipient window opens, use the dropdown box in the Recipient field to choose the recipient you want.

    QUICK TIP: On the package Recipient Information, page, you can click Accepted Doc Types to view the types of documents a recipient accepts.

  4. If you have already added document placeholders to the package, from each Select Document Type dropdown list that displays, choose the type of document you want to assign to each document.

    You must choose a new document type for any document whose type does not exactly match a document type at the jurisdiction where you want to send the package.

  5. When finished, click Save.

View the activity history of a package

You can view a document’s activity history. This lets you view all actions taken for a document. Actions can include when the document was added or renamed, fee changes, and whether the document has been received by the recording jurisdiction. Helper document histories are included in this table.

In addition to the action or event, the page can display when the action took place and who completed the action, and give details about the action. Below is an example.

Letter Description
A To sort the history items in ascending or descending order by date, click the Date column header .
B You can download the document history as a CSV (Microsoft Excel) file, or as a PDF.

You can view the document history in a card view. On this view, the events display in chronological order and are color coded by event type. Below is an example.

Letter Description
A To choose to display the Card view or the List view, click one of these tabs.

NOTE: The document history view from the Document Editor that displays when you click the document status contains the same information, but includes the document file size. Below is an example.

  1. Find the package whose history you want to view.
  2. In the navigation bar, click History.
  3. To display the card view, above the table, click Cards.
  4. To display the list view. Above the table, click List.

View the eRecording Report of Recorded Documents

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. Click the Actions button at the top of the Documents table. A menu appears.
  3. To view the eRecording Report of Recorded Documents: Itemized Fee View, click the Actions button at the top of the Documents table and choose View Itemized Report above the Documents table.

QUICK TIP: You can also download and print these reports when you download or print your package as described in Recorded document and package handling.

View the package recording information

If you want more detail about where a package might be in the recording process review the

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.
  2. If you want detail about where a package might be in the recording process, review the information in the top section.

Below is an example.

Letter Description
A The average turnaround time it takes for a package to record is recorded displays here.
B Information about each document displays in the table, including the document status.
C The package’s recording status displays here.

View the rejection information for a package

NOTE: The package rejection information may also be viewed from the Packages page.

  1. Open the Package Details page.
  2. In the Documents table Status column, click the Rejected button. The Rejected window opens.
  3. You may print the contents of the window by clicking on the Printer icon (Printer button).
  4. To close the window, click the OK button.

NOTE: For more information about rejected packages, see Rejected package review.

View the status of a package from the Package Details page

NOTE: The package status information may also be viewed from the Packages page.

  1. Open the Package Details page. The Package Details page opens in the right panel and the navigation bar changes to display items specific to the package.

  2. In the top section, Package Status field, click the colored tag. A window opens that contains status information about the package.

    Below is an example of one of the windows that opens when a status tag is clicked.

    Package is not ready to submit window screenshot

    Letter Description
    A You can print the list of item that require attention.

     

  3. To close the window, click the OK button.

QUICK TIP: You can use the links above the table to download the package history as a CSV (Microsoft Excel) file or as a PDF.

Archive a package from the Package Details page

NOTE: Depending on your settings, you may be able to archive a package when you finish working with it. You can archive a package at any time, even if that package has been rejected or was never submitted. An archived package no longer displays on the Packages page and cannot be modified. However, archived packages may display on reports.

You can archive a package from the Package Details page.

  1. Open the Package Details page.
  2. You may need to click the Actions button to view the Archive icon.
  3. Click the Archive icon on the top right side above the Documents table.

Unarchive a package from the Package Details page

  1. Use the Simplifile Search to find and open the archived package.
  2. Do one of the following:
    • To unarchive a single package, find the package you want and click the Unarchive icon () at the end of the row.
    • To unarchive one or more packages:
      1. Mark the packages you want to unarchive on the left side of each row.
      2. Click the Actions button on the top right side above the packages table. A menu appears.
      3. Click the Unarchive button.