Adding Documents from the Plant

Import documents from the title plant into your order. This is the primary method for adding exam documents.

Single Document Import

To import one document:

1. Find the document in search results
2. Click the Import button
3. The document is added to your order
4. Processing begins automatically

Bulk Import

To import multiple documents:

1. Select documents using checkboxes
2. Click Import Selected
3. All selected documents are imported
4. A progress banner shows import status

Import Process

When you import a document:

1. Import - Document is added to your order from the plant
2. Processing - AI classification and extraction begins
3. Complete - Document appears in the Documents tab with extracted data

Processing Status Banner

During bulk imports, a banner shows:

• Total documents being processed
• Current progress
• Any errors encountered

The banner dismisses when all documents finish processing.

After Import

Imported documents:

• Appear in the Documents tab
• Are automatically classified
• Have data extracted
• Generate runsheet entries

Duplicate Detection

The system prevents importing a document that's already in the order. If a document has already been added from the plant, it cannot be added again.

Import Tips

• Import documents in batches by type
• Start with key documents (current deed, mortgage)
• Let processing complete before importing more
• Check the runsheet after import to verify entries