Uploading Documents
Upload supporting documents that aren't available in the title plant.
When to Upload
Use manual upload for documents such as:
- Purchase contracts and agreements
- Title requests from clients
- Earnest money documents
- Prior title policies
- Any document not in the title plant
For recorded documents (deeds, mortgages, liens), use the Title Plant Search instead.
Accessing the Upload Area
- Open an order from the Orders dashboard
- Go to the Documents tab
- Find the upload zone
Upload Methods
Drag and Drop
Drag files directly from your computer onto the upload zone. You can drag multiple files at once.
Click to Browse
Click the upload zone to open a file browser. Select one or more files to upload.
Supported File Types
- PDF - Required format for all documents
Upload Process
When you upload a document:
- Uploading - File transfers to the server (progress shown)
- Processing - AI analyzes the document
- Complete - Document appears in the table
Processing typically takes 10-30 seconds depending on document length.
Document Tables
After upload, documents appear in one of two tables:
Exam Documents Table
Title documents for examination. These contribute to the chain of title.
Supporting Documents Table
Non-title documents like contracts and requests.
The system automatically categorizes documents, but you can change the category manually.
Bulk Upload
You can upload many documents at once. They'll process in parallel and appear as they complete.