SureClose Product Line

Transcription

1 SureClose Product Line Release Notes June 17, 2011 Technology provided by PropertyInfo Corporation, a Stewart company Stewart. All rights reserved. Trademarks are the property of their respective owners. SureClose Product Line Release Notes June

2 Table of Contents Overview... 3 Post-Installation Considerations... 3 Features and Functionality... 5 New in This Release... 5 SureClose Advantage Release erecording... 6 Expanding File and Party Details... 8 Showing File Types in PDF Split Screens... 9 Editing Activity Log Entries Auto-Selecting All Placeholders at Once Displaying the SC Messages Address Completing Tasks from the Calendar Searching for Global Companies Configuring the Transaction Summary Report Displaying File Owners Sending Messages Using CC and BCC Working with Roles Selecting Corporate Roles SureClose Product Line Release Notes June

3 Overview SureClose Advantage 3.0 includes additional Admin features, product enhancements, and defect corrections for the migration of select SureClose Professional users. This document provides a brief explanation of what has been fixed and an introduction to new features implemented with this release. For more information about any of the new features, refer to SureClose Advantage Online Help and search for the specific topic. Deployment Date: June 17, 2011 Post-Installation Considerations After the new version has been deployed and prior to your logging in, it is recommended that you complete the following post-installation tasks: Delete Temporary Internet Files Delete Cookies Deleting Temporary Internet Files (MS Article ID: ) The Temporary Internet Files (or cache) folder contains web page content that is stored on your hard disk for quick viewing. This cache permits Internet or MSN Explorer to download only the content that has changed since you last viewed a web page instead of downloading all the content for the page every time it is displayed. Administrators can customize Temporary Internet File settings to prevent modifications. Contact your System Administrator if you cannot access the Internet Options dialog box or the General tab. Steps 1. Close Internet Explorer and any instances of Windows Explorer. 2. From the Start menu, point to Control Panel and then select Internet Options. The Internet Options dialog box displays. 3. On the General tab, locate Temporary Internet Files and then click Delete Files. The Delete Files dialog box displays. 4. If available, select the Delete All Offline Content check box and then click OK. A confirmation message displays asking if you are sure you want to complete the delete process. 5. To confirm, click OK. Note Be patient when performing this task, if the Temporary Internet Files folder contains a significant amount of web page content, then this process may take several minutes to complete. SureClose Product Line Release Notes June

4 Deleting Cookie Files (MS Article ID: ) Files starting with the word Cookie may remain in the Temporary Internet Files folder even after opting to delete them. You can delete these files; however, it is recommended that you make a backup copy of cookies prior to deleting them because these files may contain information for a customized web page or login information for a website that you do not want to lose. If needed, contact your System Administrator for assistance or refer to MS Article ID: Steps 1. Close Internet Explorer and any instances of Windows Explorer. 2. From the Start menu, point to Control Panel and then select Internet Options. The Internet Options dialog box displays. 3. On the General tab, locate Temporary Internet Files and then click Delete Cookies. The Delete Cookies dialog box displays. A confirmation message displays asking if you are sure you want to complete the delete process. 4. To confirm, click OK. SureClose Product Line Release Notes June

5 Features and Functionality This section introduces new features and functionality added to SureClose Advantage 3.0. New in This Release SureClose Advantage 3.0 New preferences have been added to your Profile to determine if File and Party Details automatically display when the File Summary page is accessed, or if you prefer to click the + sign to expand the information. Several improvements have been made to the erecording feature to make it easier to electronically submit legal documents to your county courthouse. File type indicators, previously only displayed in the Recent Files list, have now been added to the search results that display when splitting PDF documents. Enhancements have been added to the Activity Log so that entries, with the exception of those related to a document or task can now be edited based on your permissions. To save time, you can now single-click a divider on the Documents page to automatically select all placeholders under the divider at once. Modifications have been made to ensure Guest users no longer see the SC Messages address field displayed on their Profile page. A new Complete button has been added to the Calendar tab when viewing tasks in a Task List view to easily select and complete one or many tasks at once. Improvements have been made to the search results that display when searching for a company in your Global Directory to include all companies that meet the search criteria, including those already in the Company drop-down list. A new location has been added to the Transaction Summary Report, Stewart Online California. To easily determine which party on a file is the file owner, the words File Owner now display in italics under the party name on the File Summary page under Party Details. New CC: (carbon copy) and Bcc: (blind carbon copy) options have been added to the Message screen when sending messages from the Messages tab or when messaging a party on a file, or distributing documents from the Documents page. A new Roles option has been added to the Admin menu enabling you to add, edit, deactivate or view roles for your corporation, as well as, view or print a Roles Report. SureClose Product Line Release Notes June

6 SureClose Advantage Release 3.0 erecording Several enhancements have been made to erecording, including: On the erecording grid, the following has been added: Packages are now listed by package name, state and county name A Notes column has been added to display the document received by county message when the document is accepted by the county or any errors that may have occurred during the submittal When adding an erecording package, you are now required to type a Package Description: SureClose Product Line Release Notes June

7 When adding documents to or editing documents within an erecording package, you can now: Delete documents from a package prior to county submittal. Change the order that documents are listed and submitted within a package prior to submittal. Select to use the current settings as the defaults for adding new documents to the package. Indicate different Grantors and Grantees per document when selecting parties. Add documents to the erecording package without exiting the package by clicking Add Document. SureClose Product Line Release Notes June

8 Edit the document erecording information without exiting the erecording package. Expanding File and Party Details New preferences have been added to your Profile to determine if File and Party Details automatically display when the File Summary page is accessed, or if you prefer to click the + sign to expand the information. Once saved, these preferences persist each time the File Summary page is accessed. Always expand the File Details check box Select this check box if you want the File Details section to automatically display and persist each time you access the File Summary page. If not, leave cleared. When you want to display the File Details section, simply click the + sign in the File Details header. Always expand the Party Details check box Select this check box if you want the Party Details section to automatically display and persist each time you access the File Summary page. If not, leave cleared. When you want to display the Party Details section, simply click the + sign in the Party Details header. SureClose Product Line Release Notes June

9 Showing File Types in PDF Split Screens File type indicators previously displayed only in the Recent Files list, can now be seen in the search results when: Splitting PDF documents from the Documents page Splitting and transferring documents from the Message sub-tabs: , Fax, Uploaded Documents and Notifications File type indicators include: (L) Listing, (C) Closing, and (G) Generic. Note Preferences set in your Profile determine whether or not these indicators display. To see these indicators, make sure the preference Show File Type check box is selected. SureClose Product Line Release Notes June

10 Editing Activity Log Entries Once added, activity log entries with the exception of those related to a document or task can now be edited based on your permissions. You can edit basic information, such as the type of activity, subject, or modify permissions as needed. Selecting to edit an entry from the Activity Log displays the Edit Activity Log window with two tabs: General Information and Permissions. General Information Tab Use this tab to edit basic information such as the activity type, subject line, or notes. SureClose Product Line Release Notes June

11 Permissions Tab Use this tab to modify permissions determining who can view and access the entry. SureClose Product Line Release Notes June

12 Auto-Selecting All Placeholders at Once From the Documents page, improvements have been made to the process of selecting all placeholders under a single divider. You can now single-click a divider to automatically select all placeholders under that divider at once, then single-click the same divider to remove your previous selection. SureClose Product Line Release Notes June

13 Displaying the SC Messages Address Changes have been made to hide the SC Messages address on the Profile page for Guest users assigned the Basic security profile. SureClose Product Line Release Notes June

14 Completing Tasks from the Calendar With the appropriate permissions, tasks listed in a Task List view on the Calendar tab can now be completed using a new, Complete button. You have the option to select one or many tasks to complete or click a divider within the Task grid to select all tasks listed under the divider at once. With all tasks selected, clicking the Complete button displays a list of tasks you have permission to complete in the Selected Tasks to Complete list. All other tasks, you do not have permissionto complete are listed below. By default, all tasks are completed by the current system date. However, you can type a different date in the Completed Date field or click the Calendar icon to select a date from an electronic calendar. For step-by-step instruction, refer to SureClose Advantage Help and search for the topic, Completing Tasks. SureClose Product Line Release Notes June

15 Searching for Global Companies Improvements have been made to the display of search results listed when searching a company in your Global Directory when performing one of the following actions: Adding an new individual as a party to a file Editing an existing contact on a file Adding a new individual contact Editing an existing contact Previously, clicking the Company drop-down list and selecting <Search Global Directory>, returned search results that filtered out companies already in the Company drop-down list and/or Corporate Address book. SureClose Product Line Release Notes June

16 Now, all companies that meet the search criteria, including those already listed in the Company dropdown list are included and display for your selection. SureClose Product Line Release Notes June

17 Configuring the Transaction Summary Report A new location, Stewart Online - California has been added to the View Transactions in drop-down list displayed when configuring the Transaction Summary Report. Select this location when you want to view the report from Stewart Online California. SureClose Product Line Release Notes June

18 Displaying File Owners To easily determine who the file owner is, the words, File Owner now display under the file owner s name under Party Details on the File Summary page. SureClose Product Line Release Notes June

19 Sending Messages Using CC and BCC Enhancements have been made to the Message window displayed when messaging parties, distributing documents on a file, or when sending messages from the Messages tab; these include a new CC: Add Parties and Bcc: Add Parties option. Messaging Parties and Distributing Documents CC: Add Parties Select this option when you want to send a carbon copy of the message to a recipient. The CC recipient is visible in the . Bcc: Add Parties Select this option when you want to send a blind carbon copy of the message to recipient. The Bcc recipient is not visible in the . These options display in the message window when messaging a party on a file or distributing documents. SureClose Product Line Release Notes June

20 Once selected, a list of available parties on the file displays. From the list, select the party to send the message to. SureClose Product Line Release Notes June

21 Sending Messages from the Messages Tab CC: Add Recipients Select this option when you want to send a carbon copy of the message to a recipient. The CC recipient is visible in the . Bcc: Add Recipients Select this option when you want to send a blind carbon copy of the message to recipient. The Bcc recipient is not visible in the . These options display in the message window when sending a new message from the Message tab, subtabs , Fax and Notifications: SureClose Product Line Release Notes June

22 Once selected, a list of available contacts display. Select the contact to send the message to. Note Messages that include a CC and Bcc recipient can be received by SureClose as long as the message was sent from SureClose to a SureClose Inbox. Messages sent from external sources do not include these options. SureClose Product Line Release Notes June

23 Working with Roles A new option, Roles has been added to the Admin menu to assist you with adding and managing roles for your corporation. Within this option are two additional options: Add Roles and Manage Roles. Adding Roles Select Add Roles from the Admin menu to add new roles, deactivate roles, or to view or print a Roles Report. Roles are file-specific; when adding a role, you determine which file type you want to associate with the role. If preferred, roles can be associated with all file types. You can also configure the role to be active, or to automatically display in the Track Complete and Edit section of the Documents page for any file matching the associated file type. Adding a New Role To add a role, select Add and complete the requested information. SureClose Product Line Release Notes June

24 Deactivating a Role To deactivate a role, select an active role from the list and select Deactivate. Roles cannot be deleted, but deactivated. Once deactivated, the role displays in the Role Report with a No under the Active column and is removed from the Role drop-down list when working with a file of the associated file type. SureClose Product Line Release Notes June

25 Viewing and Printing a Roles Report Selecting Add Roles from the Admin menu displays the Roles Report. Use this report to quickly glance at all roles set up for your corporation. From the report, you can view the following information: Description - Displays the role description as defined when the role was added. File Type - Displays the file type, if any, the role has been configured to be associated with. If the role is non-file specific, then All Files displays. Track - Displays Yes or No to indicate if the role has been configured to automatically display in the Track Complete and Edit section of the Documents page for files of the assigned file type. Active - Displays Yes or No to indicate if the role is active. Active roles display with a Yes, and deactivated roles display with a No. SureClose Product Line Release Notes June

26 Managing Roles Select Manage Roles from the Admin menu to display the Manage Roles page. Use this option to determine which roles display in the Roles drop-down list that displays when working with a particular file and file type and the order in which they display using the Move Top, Move Up, Move Down and Move Bottom buttons. SureClose Product Line Release Notes June

27 Selecting Corporate Roles Prior to this release, Role selection lists displayed the most frequently used roles on top. Enhancements have been made to now look for and display corporate roles. If corporate roles are set up, then these now display at the top of the Default Role and Role selection lists making them easier to identify and select. SureClose Product Line Release Notes June