Documents

Documents are the foundation of title examination. Platted uses AI to classify, extract, and organize document data.

In This Section

• Uploading Documents - How to upload supporting documents
• Document Types - Understanding document classification
• Document Processing - How AI processing works
• Reviewing Extractions - Verify extracted data
• Manual Editing - Edit and override extractions

Adding Documents to an Order

There are two ways to add documents:

Title Plant Search (Primary)

Most exam documents come from the integrated title plant. Search the plant to find and import recorded documents like deeds, mortgages, liens, and releases. See Searching the Plant.

Manual Upload (Supporting Documents)

Upload documents that aren't in the title plant, such as purchase contracts, title requests, and other supporting materials. See Uploading Documents.

Document Categories

Documents are organized into two categories:

Exam Documents

Primary title documents used in the chain of title:

• Deeds (Warranty, Special Warranty, Quitclaim, etc.)
• Mortgages and Deeds of Trust
• Releases and Satisfactions
• Liens and Judgments
• Plats and Surveys
• Easements and Restrictions

Supporting Documents

Documents that provide context but aren't part of the chain:

• Purchase Contracts
• Title Requests
• Earnest Money Documents
• Commitment Letters
• Prior Policies

Processing Pipeline

When a document is added (from plant or upload):

1. Added - Document is stored in the order
2. Classification - AI identifies the document type
3. Extraction - AI extracts parties, dates, and legal information
4. Matter Identification - System identifies chain of title entries
5. Review - You verify and correct as needed