Feature Spotlight: E-closing User Interface Updates

Posted June 17, 2019 by Amber Hanneken & filed under Tips

We recently made user experience changes to our e-closing features in Simplifile based on customer feedback. These changes make it easier to work in the Closing tab.

We updated the user interface for the Closing tab on the Documents page. The colored Document Status pill is now a button that performs the action described in the pill or provides more information on the status if no action is necessary. The following are the status options that may appear and the correlating action the user may take or see:

Need Upload: upload document with the current document type already selected

Upload Optional: upload document with the current document type already selected

Needs Review: launch download or view if PDF

E-sign Needed: launch e-sign portal (if unavailable, show message that it is unavailable)

E-notarization Needed: launch e-notary portal (if unavailable, show message that it is unavailable)

Recording Needed: no pop up

Download: download screen for most recent version

Pending Upload: shows details on which organization is needing to take action and last activity

Pending Upload Optional: show details on which organization is needing to take action and last activity

Pending Review: show details on which organization is needing to take action and last activity

Download Complete: show when and who downloaded

Complete: show when and who completed

E-sign Complete: show when and who completed

We also expanded the window for the Drag and Drop pane on the Closing tab for the Documents page. This wider pane makes Drag and Drop visible at all times as you add or make updates to documents on the Closing tab. 

To get started e-closing with Simplifile call 800.460.5657 or sign up for a demonstration.