Packages page

Open the Packages page

• In the top‑level navigation bar, click Packages. The Packages page opens in the right panel.

Add a document to a package

• See the Package Details page topic Add a document to the package task.

Change the layout of the Packages page

You can change the display of the Packages page. For example, you can choose the table columns whose information you want to view. If you have a large number of packages in your system, filtering can limit which packages display.

Choose the columns to display in the packages table

Letter	Description
A	Click here to choose the columns to display.

Simplifile opens with a default number of columns active on the list of packages. You can add and remove most of the columns in the packages table.

1. Open the Packages page.
2. Open the Columns Display and Order window. In the upper‑left corner of the package table:
   1. Click the Actions button. A menu appears.
   2. Click the Choosecolumns item.
3. Mark the boxes of the columns you want to display in the table.

   These columns hold information only when you can submit a package or when a package has been recorded and stored or printed.

   You can choose to display any of the following columns:

This Column	Contains this information
Submitter
Package Name	The name of the package.
Recipient	The recording jurisdiction where you will send the package.
Document Count	The number of documents in the package.
Status	This column lets you group packages by thy type of work that is still needed for each. For more information on package statuses, see Submitter package and document statuses.
Status Date	The date and time when a change was most recently made to a package.
API Package ID
Alternate Package Name
Remote ID	The county transaction ID assigned when a package is submitted.
Scheduled Submission Date
Expected Submission Date
Last Modified By	The person who made the most recent change to the package.
Last Submitted Date	The date the last time the package was submitted.
Created By	The person or organization who created the package.
Released for Recording	The date the packages was released for recording.
First Submission Date
Actions	The things you can do with a package (download, remove from the system, print). You cannot sort by this column.
Submit (always marked)	The Submit column is only accessible when the package is ready to be submitted. Otherwise, the column is empty. NOTE: This column is always marked in this window but only displays in the table when a package is ready to submit.
Retrieved	A circled check mark when a package has been recorded and stored or printed, but you have chosen to retrieve the package.

4. Click the Save button. The Columns Display and Order window closes and changes are made to the packages table.

Move the columns in the table

1. Open the Packages page.
2. In the packages table column heading row, use your mouse drag and drop feature to positions the columns where you want them in the table.

Change the Packages page settings

1. Open the Packages page.
2. Click the gear icon ( ) in the upper‑right corner of the page. The Page Settings window opens.
3. Make you page setting selections.
4. To choose chime sounds, do the following:
   1. Click the gear icon ( ). The Page Settings window opens.
   2. Choose a chime sound for recorded packages, rejected packages, or both. If you do not choose a sound, Simplifile uses a default. To preview a sound, choose it from the drop‑ down list. Then click the speaker icon (  ).
5. Click Save. The Page Settings window closes and your setting selections are activated.

Change the Packages table contents by applying filters

If you have a large number of packages in your system, you can filter the list of packages. This can limit which packages display so that you see only the packages you want. You can use the filters alone or in combination to search for the packages you want. Filters are described below.

Letter	Description
A	If you are affiliated with multiple submitting organizations, use this dropdown list to choose the submitting organizations whose packages you want to display.
B	To display packages submitted to a specific recording jurisdiction, use this dropdown list to enter all or part of a jurisdiction name. Then choose jurisdictions with that string of characters in the name.
C	Enter all or part of a package name to display packages with that string of characters in the name.
D	Use this dropdown list to display unretrieved documents, retrieved documents, or both.
E	Use these fields to limit packages by the number of documents in the package.
F	Use this field to choose whether the documents should be eRecorded or paper recorded.

 

Letter	Description
A	If you schedule submissions, you can enter dates in the fields (or click the calendar icons and choose dates) to display documents that are scheduled to be submitted between the dates you enter.
B	Use this dropdown list to display packages with specific statuses.
C	To display packages most recently modified by specific submitters, use this dropdown list to find and choose the submitters.
D	To hide packages that can no longer be worked on after a number of days you specify, mark the box. Then enter the number of days. Your administrator can set a default number, but your setting here overrides the default setting.
E	To further limit packages with specific statuses, enter or choose dates for these two fields to display only packages that have had a specific status change between the two dates.

1. Open the Packages page.
2. Open the filter window. Click the Filter Applied dropdown link.
3. Select the filters you want to use.
   • If you are affiliated with multiple organizations and want to view packages submitted by one or more specific organizations, choose the organizations you want from the dropdown list in the Submitter section.
   • To view packages whose names include a specific string of characters, enter the characters in the Package Name field.
   • To view packages that have been retrieved, that are un‑retrieved, or both, use the Retrieval Status dropdown list. A retrieved package is one that has been recorded and returned, and printed or downloaded by someone at your organization.
   • To display packages that have a specified number of documents, use the Document Count drop‑ down list to choose whether to view packages with exactly, at least, or no more than (at most) the number of documents you choose. Then enter the number of documents.
   • To display packages that are scheduled to be submitted between two specific dates, enter the dates in the Scheduled Submission Date from and to fields. You can also click the calendar icons and choose the dates you want.
   • To change the default number of days packages that have been recorded, are billed but rejected, or are voided display on the Packages page, mark Hide recorded, billed rejected and voided packages after X days. Then enter the number of days.
   • To display packages submitted to a specific recording jurisdiction, click the Recipient field and enter all or part of a jurisdiction name. Then choose the jurisdictions whose packages you want to view.

   • To display packages with specific statuses, choose the statuses you want from the Package Status dropdown list.

     To further limit packages with specific statuses, enter or choose dates in the Status Date fields to display only packages that have had a specific status change between the two dates.

   • To display only packages most recently modified by specific people, begin typing someone’s name in the Last Modified By filter box. Then mark the boxes of the people you want. You can add multiple people from a single search.
   • To display only eRecordable or only paper recordable packages, use the Submission Type dropdown list.
4. When finished choosing the filter selections, in the upper‑right corner of the filter window, click the Apply Filters button. The filter window closes and the table in the Packages page displays the packages that meet the filter criteria.

Change the active organization temporarily from the Packages page

You can change the active organization temporarily (for the current session) from the Packages page.

1. Open the Packages page.
2. Click the gear icon (  ) at the top of the Packages page.
3. From the Default Organization dropdown list, choose the organization you want.
4. Click the Switch button when it displays.
5. In the list of packages, hover your mouse pointer at the end of the name of the organization you want to make the default.
6. Click the Switch button when it displays.

Change the default organization from the Packages page

You can change your default organization from the Packages page.

1. Open the Packages page.
2. Click the gear icon (  ) at the top of the Packages page. The Page Settings window opens.
3. From the Default organization when logging in dropdown list, choose the organization you work with most often.
4. When the Switch button appears, click it.

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.

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.

1. Open the Packages page.
   • If your only role is an eRecorder, the Packages page is your default start page.
   • If you have multiple roles, in the navigation bar, click on Packages.
2. In the section below the Packages page title, use the dropdown fields to select the jurisdiction (county and, if applicable, the municipality) where you want to record the documents or click the county that displays and begin typing in the field that displays to display jurisdictions that match what you enter.

   If you choose a jurisdiction that requires registration, clicking the name helps you register the jurisdiction. For more information on this process, see Registering with a recording jurisdiction during package creation.

3. In the Package Name field, enter a name that describes the package.
4. Click the Create button. The Package Details page opens. For information about the Package Details page, see Package Details page. The new package is available in the Packages page.

Custom sort the packages table

You can also sort the table by most of the columns. An icon after a column heading (  ) indicates which heading has been used to sort the table, and the type of sort (for example, alphabetical, or lowest to highest). You can sort by multiple columns if you hold down the shift key before you click additional column headings. A number in the heading indicates which column is sorted by first, second, and so forth.

Method 1 ‑ From the table

1. Open the Packages page.
2. In the package table:
   • To sort the table by a column, click the column heading. To reverse the sort order, click the column again.
   • To sort the table by multiple columns, hold down the Shift key before you click additional column headings.
   • To clear the sort requests, click a single column. That column will remain the default sort order

Method 2 ‑ From the Sort window

1. Open the Packages page.
2. In the upper‑left corner of the packages table, click the Actions button. A menu appears.
3. Choose Custom sort. The Sort window opens.
4. Use the dropdown fields to make your sort selections.
5. Click Save. The Sort window closes and the sort choices are made to the packages table.

Discard a package

Discarding a package removes the package and its documents from the Packages page table.

1. Open the Packages page.
2. If needed, use the filter to display the wanted package in the packages table.
3. In the left column of the table, mark the box next to the package or packages you want to discard.
4. Click the Actions button. A menu appears.
5. Click the Discard option. The Discard Packages window opens.
6. Verify that the packages listed in the window are the packages you want to discard.
7. Click Discard. The window closes and the package or packages are removed.

Download a single package from the Packages page

Downloading a package makes file of the documents contained in the package that can be used reviewing, archiving, or printing.

Download a package using the browser download tool (ZIP file)

1. Open the Packages page.
2. If needed, use the filter to display the wanted package in the packages table.
3. Use the left column in the table to select the packages to download. Do one of the following:
   • Mark the box next to the package or packages (up to 150 packages) you want to download.
   • To print all the packages displayed in the table (actually this only selects up to the first 100 packages), mark the box in the left column of table header. Simplifile won’t let you mark the box if the table contains more than 150 packages.
4. Click the Actions button. A menu appears.
5. Click the Download option. The Download Package window opens.
6. Complete the Download Packages window. For information, see Download Packages window.

Download a package using the enhanced Simplifile download tool

1. Open the Packages page.
2. If needed, use the filter to display the wanted package in the packages table.
3. Use the left column in the table to select the packages to download. Do one of the following:
   •  Mark the box next to the package or packages (up to 150 packages) you want to download.
   •  To print all the packages displayed in the table (actually this only selects up to the first 100 packages), mark the box in the left column of table header. Simplifile won’t let you mark the box if the table contains more than 150 packages.
4. Click the Actions button. A menu appears.
5. Click the Download option. The Download Package window opens.
6. Complete the Download Packages window. For information, see Download Packages window.

Download multiple packages from the Packages page

Enable or disable the auto‑refresh for package list updates

You can prevent Simplifile from automatically refreshing the Packages page. This may help if you are working through a list of rejections.

By default, Simplifile updates the Packages page every three minutes. This helps keep you current on the statuses of packages and documents, as well as on what work needs to be done. Your list of packages may seem to disappear and reappear when the update happens.

If you feel that the frequent updates interrupt your workflow, you can turn off this feature. However, if you turn the feature off, you need to manually refresh your browser page periodically to keep the list updated.

Enable (turn on) the auto‑refresh feature

1. Open the Packages page.
2. In the upper‑left corner of the packages table, click Actions. A menu appears. If the auto‑refresh feature is disabled, the Enable auto‑refresh item is displayed in the menu.
3. Click Enable auto‑refresh. The menu closes and the auto‑refresh feature is enabled.

Disable (turn off) the auto‑refresh feature

1. Open the Packages page.
2. In the upper‑left corner of the packages table, click Actions. A menu appears. If the auto‑refresh feature is enabled, the Disable auto‑refresh item is displayed in the menu.
3. Click Disable auto‑refresh. The menu closes and the auto‑refresh feature is disabled.

Export a packages list

You can export a list of the packages displayed on the Packages page. Simplifile presents the list as a .CSV (comma‑ separated values) file that can be opened in a spread sheet.

Letter	Description
A	Click here to export the list. If too many records display, you can choose to export only a partial list or to add filters to make the list shorter.

1. Open the Packages page.
2. Filter the packages that display until you have a list of the packages you want to export.
3. In the upper‑left corner of the packages table, click Actions. A menu appears.
4. Click Export current view. The current view information is download in your browser window as a CSV file.
5. Follow your browser’s instructions to open or save the file.

Open the Email a download link window

The Packages 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.

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.

Method 1 ‑ using the Email icon in the table

1. Open the Packages page.
2. In the table, click the Email icon in row. The Email Package Download window opens.
3. Complete the Email Package Download window. For more information, see the Email Package Download Link window topic.

Method 2 ‑ using the Actions button

1. Open the Packages page.
2. In the table, mark the package you want to email the link to a user.
3. Click the Actions button. A menu opens.
4. In the menu, click the Email Download Link option. The Email Package Download window opens.
5. Complete the Email Package Download window. For more information, see the 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.

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

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

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 single package from the Packages page

Printing a package makes printout or PDF of the documents in the package that can be used reviewing or archiving.

Print a package using the browser’s printer utility

1. Open the Packages page.
2. If needed, use the filter to display the wanted package in the packages table.
3. Use the left column in the table to select the packages to print. Do one of the following:
   • Mark the box next to the package or packages (up to 150 packages) you want to print.
   • To print all the packages displayed in the table (actually this only selects up to the first 100 packages), mark the box in the left column of table header. Simplifile won’t let you mark the box if the table contains more than 150 packages.
4. Click the Actions button. A menu appears.
5. Click the Print option. The Print Package window opens.
6. Complete the Print Document window. For information, see Print Packages window.

Print a package using enhanced Simplifile download tool

1. Open the Packages page.
2. If needed, use the filter to display the wanted package in the packages table.
3. Use the left column in the table to mark the packages to print. Do one of the following:
   • Mark the box next to the package or packages (up to 150 packages) you want to print.
   • To print all the packages displayed in the table (actually this only selects up to the first 100 packages), mark the box in the left column of table header. Simplifile won’t let you mark the box if the table contains more than 150 packages.
4. Click the Actions button. A menu appears.
5. Click the Print option. The Print Package window opens.
6. Complete the print job using the Print Document window. For information, see Print Packages window.

Print multiple packages from the Packages page

1. Open the Packages page.
2. If needed, use the filter to display the wanted package in the packages table.
3. Select the packages you want to print.
   • To print specific packages in the table, in the left column, mark the boxes that correspond to the packages you want to print.
   • To print all the packages displayed in the table, mark the box in the table heading and when the menu appears, click Select All.
4. Click the Actions button. A menu appears.
5. Click the Print item. The Print Packages window opens.
6. Complete the print job using Print Packages window. For more information, see the Print Packages window topic.

Recall a submitted package that hasn't been recorded

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

Letter	Description
A	The Sent status indicator.
B	The Recall icon.

1. Open the Packages page.
2. If needed, use the filter to display the wanted package in the packages table.
3. In the table go to the row of the sent package you want to recall.
4. In the Actions column, click the Recall button (  ).

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

Remove applied filters

Method 1

1. Open the Packages page.
2. Above the package table, click the button next to the Filters Applied link. The Packages page table displays the results of all filters cleared.

Method 2

1. Open the Packages page.
2. Open the filter window. Click the Filters Applied link.
3. Click Clear All.
4. Click Apply Filters. The filters window closes and the Packages page table displays the results of all filters cleared.

Review and repair a rejected package

Method 1 ‑ From the Packages page ‑ Quick

1. Open the Packages page.
2. If needed, use the filter to display the wanted package in the packages table.
3. In the Packages table click the Rejected button in the Status column of the rejected package you want to review. The Package is not ready to submit window opens.
4. Click on the Printer button (  ). Another window opens that displays Items that require attention:
5. Review the rejection information in the window.
6. To print the rejection information, use your browser’s print feature. This often is done by right‑clicking inside the window and clicking Print.
7. To close the window, click the Close button (  ) in upper‑right corner.

Method 2 ‑ Directly from the Packages page

1. Open the Packages page.
2. If needed, use the filter to display the wanted package in the packages table.
3. In the Packages table, click the Rejected button in the Status column of the rejected package you want to review. The Package is not ready to submit window opens.
4. Click the red Document 1 ‑ Rejected link. The Documentation Editor opens with the rejected document displayed.
5. In the left panel, click the red rejection reason link (  ). The Rejected window opens.
6. Review the rejection information in the Rejected window.
7. To print the rejection reason:
   1. Click the Printer icon (  ). Another window opens that displays Items that require attention:
   2. Use your browser’s print feature. This often is done by right‑clicking inside the window and clicking Print.
   3. To close the window, click the Close button (  ) in upper‑right corner.
8. To close the Rejected window, click the OK button or the Close button (  ) in the upper‑right corner.

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.

Method 3 ‑ From the Packages page to the Package Details page

1. Open the Packages page.
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. Follow the instructions reviewing and repairing a rejected package from the Package Details page. See the Package Details page topic Review and repair a rejected package task.

Select the county and municipality for the package list

1. Open the Packages page.
2. In the section below the Packages page title, use the dropdown fields to select the target county and if applicable the target municipality.
3. The name of the selected county and municipality (if applicable) is displayed below the county and municipality selection area with the ERT (estimated recording time) when applicable.

Set the chime (alert) for packages

1. Open the Packages page.
2. Look at the chime icon. The icon indicates the chime is enabled. The icon indicates that the chime is disabled.
3. To change the chime setting, click the icon. The icon changes to indicate the new chime setting.

Submit a package or packages

Letter	Description
A1 & A2	Mark the box or boxes beside the package or packages you want to submit (A1) and click the Submit button (A2) above the table. Simplifile submits all marked packages. This method lets you submit multiple packages at the same time.
B	Slick the Submit icon on the package row.

When all documents have a Ready status, click Submit to submit the package.

When you click to submit a package from the Packages page, the system opens a confirmation window that displays the name of each marked package and its recipient.

Letter	Description
A	When all documents have a Ready status, click Submit to submit the package.
B	Because all documents in a package are submitted when you click Submit on the Package Details page, a marked box has no effect on whether a document is submitted as part of a package.

1. Open the Packages page.
2. If needed, use the filter to display the wanted package or packages in the packages table.
3. When a package it ready to be submitted (the blue Ready button in displayed in the Status column in the Packages page and the Release for Recording box in the Package Details page has been marked), do one of the following:
   • Method 1 (Using the Submit button for single or multiple packages)
     1. In the left column of the table, mark the box next to the package or packages that have a status of Ready that you want to submit.

        If the marked package or packages have a blue Ready button in the Statuscolumn and the Release for Recording box in each of the Package Details pages have been marked, the light blue Submit button above the packages table will turn dark blue.

        If the light blue Submit button does not turn dark blue, click the Ready button to find out what items need attention. Often the Release for Recording box in the Package Details page has not been marked.

        Resolve any items that required attention so the Submit button turns dark blue.

     2. Click the dark blue Submit button. The Confirm Submission window opens.
     3. 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.
     4. Click the Submit button. The window closes and the package is submitted.
   • Method 2 (Using the Submit link for single packages)
     1. In the package row that contains a package that is ready to submit, verify that the Submit link is blue.

        If the Submit link is gray, move your mouse cursor over the gray Submit link to find out what items need attention. Often the problem is that the Release for Recording box in the Package Details page has not been marked.

        Resolve any items that required attention so the Submit link turns blue.

     2. Click the blue Submit link. The Confirm Submission window opens.
     3. 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.
     4. Click the Submit button. The window closes and the package is submitted.

Use the Packages page to eSign a document

You many need to digitally sign a document before you submit it. This helps to verify that the document is exactly the same as its paper (hard‑copy) original. Some documents require a notary signature. You and your Simplifile administrator need to set this up. For more information, see Notary information and digital signature management.

The Packages page lets you know when documents need to be signed, as shown in the example below. When you click the link to open the signing queue, The Document Preparation and Signing Queue displays the following information:

Name	Lets you do this
Package Name	Click this link to display the Package Details page. If the name displays in green, the document has already been signed.
Recipient	The name of the jurisdiction where the document will be recorded.
Document Name	Click this link to open the document in the Document Editor.
Type	The document type.
# Pages	The number of pages in the document.
Status	Click this link to display the Document History page.
Date	The date a signing action took place.
Users	The names of the people who acted on the document.

Below is an example of the Document Preparation and Signing Queue page.

Letter	Description
A	Mark the boxes beside the documents you want to sign and click to apply signatures or notarization. To mark all documents, mark the box beside the header.
B	Click here to open the document and verify the position of the signature.
C	Mark this box to show only the items that need your attention.

After you apply a signature from the Document Preparation and Signing Queue page, you need to open the document and verify the placement of the signature. You can do this from the Document Preparation and Signing Queue or from the Package Details page.

Signing administrators can also sign documents as they view them. This gives other options as well. Click Signing > Sign to open the Signing page.

Simplifile administrators with the necessary permission may be able to mark a document for review. For help with this, contact your Simplifile account manager. The reviewer can do one of the following:

• Make changes and return the document to the signing queue, which strips all signatures.
• Reject the document, which removes the document from the system.

Letter	Description
A	Administrators can use these links to perform other signing tasks.
B	Mark the checkbox for each document you want to work with. The document count changes to display the number of documents selected. Click Sign Selected to sign only those documents. Marking a checkbox also activates other options. If no document checkboxes are marked, the button displays Sign Documents. Click Sign Documents to work with all documents on the list.

If you have multiple documents in your signing queue, as soon as you sign one document, the next document requiring a signature displays. Simplifile displays a notice when a document has been signed next to the document title. You can also move through the various documents without signing, if necessary.

Letter	Description
A	This notice displays after you sign a document.
B	This shows you which document in the queue you are currently viewing.
C	Click here to upload additional pages. The pages display at the end of the document.
D	Use these options to move from document to document in your signing queue.

If you are the document signer

1. Open the Packages page.
2. Mark the boxes of the documents you want to sign.
3. Depending on the task you want to complete, click Apply Signatures or Apply Notarization and verify that you want to apply the signature or notarization.
4. When finished, click Done.

If you are the signing administrator

• To display the Signing page, in the navigation bar, click Signing. > Sign.

Check the status of a document (Specific document statuses)

Change the default file name format (Simplifile administrator task)

• See the Change Default File Format window topic.

Use the Saved Views toolbar

The Saved Views toolbar is located on the Packages page just above the table to the left.

See Saving views for information about the Saved Views toolbar.

Create a new view

The Create New View button (  ) on the Saved Views toolbar lets the user create a saved view with the current filter, sort, and column settings.

1. Open the Packages page.

2. In the Saved Views toolbar, click the Create New button. The Create New Saved View window opens.

   

3. In the Saved View Name field, enter a unique, descriptive name for the new saved view.

   NOTE: Each Saved View must have a unique name.

4. Click the OK button to create the new Saved View and set it as the selected view in the View Selector dropdown field.

Edit a view name

1. Open the Packages page.
2. In the Saved Views toolbar, click the Edit View Name () button. The Edit Saved View Name window opens.

   

3. In the field, enter an alternate name for the saved view.
4. Click the OK button to change the view name and set it as the selected view in the View Selector dropdown field.

Save view changes

When users changes any settings of the currently‑selected saved view, they will have the opportunity to save these changes. If changes have been made, an asterisk symbol is added to the name in the View Selector, as shown below.

1. Open the Packages page.
2. In the Saved Views toolbar, click the Saved Changes button ().

Delete View

1. Open the Packages page.
2. In the Saved Views toolbar, click the Delete View button ().

You must always have at least one saved view. If you attempt to delete the last saved view, a window opens asking you to restore the Default view.

Restore the default view

If you modify the Default view and want to restore it to its original settings, you can.

1. Open the Packages page.
2. Click the Actions button. A menu opens.

   

3. In the Customize View section of the dropdown menu, click on the Restore default view item.

   The Restore Default View option is shown in the green rectangle above.

   NOTE: This option also re‑creates the Default view if you have deleted it.

View a package’s details

1. Open the Packages page.
2. If needed, use the filter to display the wanted package in the packages table.
3. In the row of the package you want to view, click the blue link in the Package column. The Package Details page opens. For information about the Package Details page, see Package Details page.

View a packages’ recipient information

1. Open the Packages page.
2. If needed, use the filter to display the wanted package in the packages table.
3. In the row of the package you want to view the recipient information, click the blue link in the Recipient column. The Recipient Information page opens. For information about the Recipient Information page, see Recipient Information page.

View or add comments to a package

1. On the Packages page or a package search results list, click the name of the package where you want to view or add comments.
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 the activity history of a package from the Packages page

1. Open the Packages page.
2. If needed, use the filter to display the wanted package in the packages table.
3. Click the blue date link in the Status Date column for the package. The History page for the package opens.

View the Rejection information for a package

Method 1 ‑ From the Packages page ‑ Quick

1. Open the Packages page.
2. If needed, use the filter to display the wanted package in the packages table.
3. In the Packages table click the Rejected button in the Status column of the rejected package you want to review. The Package is not ready to submit window opens.
4. Click on the Printer button (  ). Another window opens that displays Items that require attention:
5. Review the rejection information in the window.
6. To print the rejection information, use your browser’s print feature. This often is done by right‑clicking inside the window and clicking Print.
7. To close the window, click the Close button (  ) in upper‑right corner.

View the status of a package

1. Open the Packages page.
2. If needed, use the filter to display the wanted package or packages in the packages table.
3. In the row of the package you want to view, click the colored button in the Status column. 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.

   

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

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

Archive a package from the Packages page

If you have the needed entitlements, you can archive a package from the Packages page.

1. Open the Packages page.
2. If needed, use the filter to display the package or packages you want.
3. Do one of the following:
   • To archive a single package, find the package you want and click the Archive icon () at the end of the row.
   • To archive one or more packages:
     1. Mark the packages you want to archive 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 Archive button.