Document Maintenance (XML)

Document Maintenance Action Buttons:

• Upload Documents: Upload documents. Existing documents with the same name will be overwritten. Refer to Upload Documents (XML) for more information.
• Delete Selected: Delete selected documents. Refer to Delete Documents (XML) for more information.
• Define Attachment: Define an attachment category. Refer to Define Attachment Documents (XML) for more information. This feature is not available in eSign Lite installations.
• Export: Export a comma-separated values (.csv) file listing document information from this page. Refer to Export Documents (XML).
• Check Out: Allows the user to export the most recently uploaded version of selected documents. Display of this button requires that General Settings, Process Sessions on All Browsers (XML) be enabled. Refer to Process Sessions on All Browsers (XML).

Document List Title Row:

• Document Selection Checkbox: Select individual or all documents for deletion.
• Document Name: The name of the document. The name cannot be changed on this page. Refer to Extended Edit.
• Description: Document Description (150 characters maximum)
• Dictionary: Select a Dictionary type. If the document has already been assigned to a Document Set, this field cannot be edited. First, remove the document from all document sets. Second, return to this page and edit the Dictionary. Last, add the document back to all document sets. If the document is associated with a document set, the dictionary cannot be changed on this page. Refer to Extended Edit.
• Criteria: Select any required criteria. Refer to Criteria Maintenance (XML). (Locked for Imported Documents)
• Recurring Type: None, Recurring or NonRecurring. Refer to Recurring Forms Guidelines.

  Documents that use app prefixes O1_, O2_, etc. set at the dictionary level must have Recurring Type set to None.

• Display Document While Processing: When this is checked and documents are processed, they will display. Unchecking this checkbox only prevents the document from displaying; the document will still be processed. (Locked for Attached Documents)
• Electronic Vault (eVault) Document: Checked documents are sent to eVault for auditing and tracking of the original document. When eVault documents are included in a session, all documents in the session will be sent to eVault for auditing and tracking. (Not available for eAtlas installations)
• Show Other App in App Section: This setting only affects documents when they are Recurring Documents. Other App is a Co-Applicant (not a Spouse). When this setting is checked, Other Applicant information (not the primary) is displayed in the Primary Applicant section. (Locked for Attached Documents)
• Archive Document: When checked, the document will automatically be archived when processed by itself or as part of a document session. When not checked, the document will not automatically be archived. This setting can be overridden during the document selection process only if the document is preselected to not be archived (only if this checkbox is cleared).

  Any document with Archive not selected will automatically be set to archive for both in person and remote if that document is set to view or sign by any party or it has field to be filled by party. If a document with Archive not selected that does not meet the above conditions will not be archived in either in person or remote.

  Refer to the User Guide for more information. (Not available for eAtlas installations)

• Attachment: Documents that have this box checked are additional documents that may be included with document sets. Refer to Define Attachment Documents (XML). (Not available for eSign Lite installations)
• Vendor: Select the supported third party from the dropdown so that the signature fields in third-party documents are automatically recognized.
• Remote Message: Indicates a non-default Remote Message Template has been selected for this document.