Recording Page

When you add a recordable product, such as a deed or mortgage, to an order the Recording Page opens.

To learn more about the Recording Page fields and the steps for recording documents, click the headings below.

This information is assigned once the order has been paid.

  • Check the Date and Time for accuracy.

  • Modify if necessary.

Checking the Sticky Date, Sticky Time, or Sticky Mailing Address boxes will make those values stay the same for all recordings on the current order.

The Instrument Type field will be pre-populated if there is only one option associated with the selected product.

If there are multiple options, use the dropdown to make a selection. Tab to # of Pages.

  • Enter number of pages and then tab out of the field.

If the Instrument Type requires number of names, the # of Names field will be displayed under # of Pages.

  • Enter the number of names and tab out of the field.

Fees will be automatically loaded.

If required, enter the Consideration amount and press Tab.

NOTE: Just enter the digits, for example “100000,” in the Consideration field and then press Tab. The system converts it to $100,000.00.

The calculated taxes will appear in the Tax fields.

If your county has a fee for marginal notations, use MARG/PARC to enter the number of pages under Qty. The Item Cost will be calculated.

To apply a NonConforming fee when margin requirements are not met, check the box. The associated fee will be added under Item Cost.

You can add internal use notes in the Comments field.

The Customer Information entered on the Cashiering Home screen is automatically added to the Recording Page when you add a recordable product to the order.

The Customer Address section on the Recording Page is the “Deliver To” address for mailing the receipt.

To deliver to a different address, just enter in the desired information.

You can also add Document Information on the Recording Page if you like.

Type in Grantor and Grantee names or use the caret to select an existing account from the dropdown lists.

NOTE: Any Grantor and Grantee names added at this point will appear on the receipt and in the Instrument record once the recording is posted.

When finished recording, click Save Document.

NOTE: Clicking Back to Order cancels the recording process.

A success message lets you know the recording information has now been stored with the document.

Once you click Save Document, the Recording Page closes and the recorded item will be displayed on the Cashiering Home tab.

The Product name, Description, and Total Amount for the item will be listed in the grid.

The order has also been updated:

  • An Order number has been assigned.

  • The order has a status of “In Progress.”

The Receipt and Document numbers will be assigned upon payment.

You can now another item to the order or process the payment.

If you want to save your work and come back to it later, you can click Suspend & Exit. Then click Resume to open it back up.