Using the eSolutions Documents Folder
updated December 2009
Introduction to the Documents Folder
Opening Your Documents Folder
Preparing File Details
Select Which Users Can Access Your Files
Creating Saved User Lists
Uploading Your Documents
Notifying Your Customers
Adding Documents Using Email
The eSolutions Documents Folder feature allows employees to upload, store, and assign user-specific access to documents. These can include transaction support documents such as Comps, Preliminary Title Reports, CC&Rs, Tax data, Deeds of Trust, Property Profiles, Lein Docs, Invoices, Closing Instructions, Grade Reports, just to name a few. There's no risk of sending documents to customers by email and losing them in an InBox or Spam folder. Once you've uploaded a document, your client is notified by email with an attached copy of the document. No need for them to log into eSolutions everytime to retrieve their documents. You can also upload supplimental documents directly by email, create document distribution groups, and document subfolders.
1. Navigate to the eSolutions website.
2. Login (in case you haven't already done so.)
3. Click Documents Folder.
4. Your Documents Folder opens.
NOTES:
a. The gray area contain fields through which you can search for specific documents.
b. The list below will contain documents you've previously uploaded and assigned to specific users and user groups.
c. Note the "Upload a New Document" link. Only employees have this ability: your customers don't see this link.
5. Click the Upload a New Document link.
6. Complete the File Details section.
NOTES:
a. Both the Order No. and Loan No. are required fields.
b. The remaining fields are useful, but optional.
c. The SubFolder option is discussed below.
7. Select from the list of Available Users who should have access to your document.
8. Once you've select your users from the list, click the "greater than" button.
9. Your selected users are now assigned users for this document.
10. To group your assigned users into a saved list that you can recall anytime, click the Save List button.
11. Provide a List name (i.e "My 'B' List")
12. Click the Save List button again.
15. Navigate to and select the file you want to upload.
16. Click Open.
18. Complete the Assign File Name field.
NOTES: The file name should be unique and recognizable by your customer.
19. Click the Upload button.
20. Your document is now upload into the Documents Folder.
21. To add another document, click the Add Document button.
22. Navigate to and select the next file you want to upload.
23. Click Open.
24. Complete the Assign File Name field.
NOTE: The file name should be unique and recognizable by your customer.
25. Click the Upload button.
26. For each additional document you want to upload, simply repeat steps 22 through 25.
27. When finished uploading documents, click Save.
28. If you want your customers to receive instant notifications of Document Assignment, be sure to configure their account as such.
29. Open your customer's account profile and check the Notify when assigned to a document box.
30. Click the Update button on the profile page.
NOTE: You can also check this box when you register clients for the first time.
31. Each user designated with access to your document will receive an email similar to this one.
NOTES:
a. The email will contain a copy of your document(s).
b. The email also contains a link to their Documents Folder where they'll also find a copy of your document.
31. Address your email to documents@ltic-esolutions.com
32. Include the Order Number and Loan Number seperated by a colon.
33. Include your document(s) as an attachment to your email.
34. Send your email.
NOTE: The upload may take between several seconds to several minutes to reflect the update.
35. Go to your Documents Folder and search for the order referenced in this upload by email.
36. Enter the Order# and click Search.
37. Note the new addition as emailed moments earlier.
