Learn how to set up information to reflect in your report during document production.
The Report to Purchasers tab lets you set up details of important information that will be reflected in your report during document production.
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Ensure that you have your Transfer Registration Date in place, as well as the Instrument Number.
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Use the dropdown options to answer the questions accordingly. Answering Yes to "Would you like to provide information regarding the property taxes within your reporting letter?" will have a series of other options to engage with.
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Engage with precedents and requisitions from Qualification Affecting Title. From here, you will see all of the paragraphs from your requisition letter to choose from.
- If you have a unique qualification affecting title, you can type it in, highlight it, and then save that particular area as a New Precedent so that you can reference it going forward.
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When you select OK, that means you will be able to insert a precedent. And the list of all of your precedents will be displayed to choose from.
- Provide a detailed explanation of your Statement of Adjustments. When selecting Yes, you can click into View Summary.
And this is what will pull into the produced document:
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Select an appropriate choice in regard to Title Insurance Policy.
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Once you have all of your fields completed, ensure you Save.
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To produce this document, engage with the Document Production tab using the dynamic search bar to locate the document, select and produce.
- The document will be available not only in the Document Production tab, but also on your Matter Document tab.
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