Get started by locating the TrakRecord Unlimited Icon on your desktop. Double click the icon to launch the login screen.

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1 The Remote Filing Module is a remote, electronic filing system enabling agencies the convenience of filing documents remotely via an Internet connection. The Remote Filing Module collects filing information such as index names and legal descriptions. Get started by locating the TrakRecord Unlimited Icon on your desktop. Double click the icon to launch the login screen. Enter your login credentials that were assigned to you from the County Office. The office will set you up with a User Name and Password. When your application logs in successfully, click on the Remote Filing icon. 1

2 Settings tool Refresh the Status List Create new transaction Transaction Status List REFRESH - clicking on the Refresh button will give you the most up to date Status results. SETTINGS you can set the number of days to view in the transaction status list. NEW TRANSACTION this is how you begin creating a new transaction. TRANSACTION STATUS LIST to view the status of a transaction, click the status heading (Accepted, Rejected) to view the transaction numbers that have been accepted or rejected. 2

3 New Transaction To get started with creating a new transaction you will click on the Plus + icon. The following screen will appear: 1. To begin, click on the Plus + sign with the paper icon or press Alt+1. A document list will appear. You will only see document types in the list that are accepted by the local office for remote filing. 2. Select the document type from the list. You can type ahead or use the scroll bar to move through the list. 3

4 3. Once you have selected your document type, click on the Scan icon and the Image Scanning Interface will appear. Then you can scan in the document or import an image file that was previously scanned. 4. Whether you scanned or imported images you will see them display on the Preview tab. If you need to make any adjustments to the image(s), double-click an image and a View screen will appear with some helpful tools. 4

5 Margins Grid Margins Grid this tool allows you to check if your document is prepared within the specified margins set by the county standards. Acceptable Unacceptable 5

6 View Image Edit Image Once you have saved your image you can view the document and/or edit the scanned/imported image. 5. Select the Party Name type from the list (or use the up and down arrow on the keyboard to move through the list.) Once you have selected your Party name, tab to the next field to enter the Last Name or Name of the Business/Organization. Continue tabbing to complete the necessary information. Tabbing past the address field will move you to the next available Name line. Or if you press Enter, it will move you down to the next available line. The red X on the right side will allow you to remove an entire line item. 6. Once you have entered all the necessary data, you will select one of the following options: Finish Line finish the current line item, so you can move on to submitting the document. Finish & Add New finish the current line item and start a new document (within the same transaction.) Finish & Multiply By 2 finish the current line item and create the same document type and names 2 times (or you can change the number) Delete line item 6

7 Edit Line Item To edit a line you need to click on the + sign of the item you want to edit. Once you click on the + sign the screen will look like the following and you will need to click on the Edit Line button: After you have clicked on the Edit Line button, the fields become editable. 7

8 Once you have finished making changes, make a selection at the bottom of the screen to Finish the line (which saves the changes you made.) *Submit when you submit the transaction you will be prompted with a box to enter the Estimated Filing Cost of the transaction. Entering the estimated filing cost allows the county to know that you are aware of the expected fees/cost of the transaction. Submit - after entering the estimated filing fees, click on Submit to send the transaction to the county office. Cancel this will cancel the submitting process. 8

9 Transaction Status List Click on a Status Arrow to expand and collapse the list. This allows you to view/access transaction information. Prepared Prepared - this is where the document you are currently working on is located and also any other transaction you started preparing and saved to complete later. You would find the saved transaction(s) under this status for you to resume. Click on the status heading to expand the list, and then right click on the item you want to resume working with. When you right click on the item to resume, you will see the option to Open the transaction. The transaction will load any data and image(s) that were saved previously. Complete the transaction as needed and submit to the county when you have finished. 9

10 Submitted Submitted - shows you the list of transactions that have been submitted to the county for recording. At the bottom of the screen you can view details about the transaction (date and time it was submitted, estimated filing cost entered.) Accepted Accepted shows your list of accepted transactions from the county. When you select an item you will see the transaction history at the bottom of the screen. 10

11 Right click on a line item to view printing options. Accepted shows the transactions that were accepted and recorded. Right click on a line item and view the options to Print Receipt, Print Labels, and Print Labels and Receipt. Print Receipt will print the transaction receipt to the assigned printer. Print Labels will imprint the labels on the original document after it is placed in the printer tray. Print Labels and Receipt - will print both the receipt and label at the same time. To designate where your receipts and label will print, click on the Options button to set your Personal Settings for Printing. Use the drop down arrows to view and select the location where you want the label to imprint from and the receipt to print. Imprint Printer is the printer you will place the original document in to imprint the label on the original document. Receipt Printer is the print you want to print the transaction receipts to. *Label Printer this is for printing out physical labels (which you will not do.) You will Imprint your labels. 11

12 Print Label Let s walk through imprinting the label on your document. Select an item from the list and right click to bring up your options. Left click on Print Labels. You will see a screen similar to the following: You will see a preview image of the document that you need to place in the printer. Once you have the original document placed in the printer properly, click on the Imprint Document button. After you have imprinted the label on the document properly, you can click on Continue. If there is another document in the transaction to imprint you will see the next image preview display to show you what document to place in the printer next. The same as last time, you will click on Imprint Document when you are ready. 12

13 This will cancel the printing process and return you to the main filing screen. This will print a copy of the first page of the original document. This is useful in the event you placed the original document in the printer the wrong way and the stamp printed in the wrong place on the document. Print out a copy of the original first page and place the document in the printer to start the process over. This will imprint the stamp/label on the original document that is placed in the printer. To continue on to the next document in the transaction that needs imprinted. If there is not another document in the transaction you will be returned to the main filing screen. You will notice there is a printer icon next to the transactions that you have printed. Rejected Transactions that have been rejected by the county will display under this status. 1. Select an item from the list and you will see the reason(s) the document was rejected at the bottom of the screen. 2. Right click on the line item and then left click on Open. 3. The transaction will open so you can make the necessary changes to the transaction and resubmit it to the county. 13