Documents

Every order works from a set of documents. Platted classifies each one, extracts its data, and organizes it into the Documents tab.

In This Section

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.

How the Documents Tab Is Organized

The tab has four sections, in this order:

Processing Documents

Everything still moving through the pipeline, plus everything waiting on you. The card is hidden when nothing is in flight. Its Start Review (N) button walks the documents that need your attention, N of them. The status column in this table is labelled Stage.

Exam Documents

Title documents that finished processing (System Validated or Included), such as deeds, deeds of trust, releases, liens and judgments, plats, easements and restrictions. Use the Print button to print the list.

Supporting Documents

Order-relevant documents that are not title instruments: purchase contracts, title requests, listing agreements, earnest money documents, contract amendments, prior commitments, prior policies and prior opinions.

Excluded Documents

Documents that are off the exam. This section is collapsed by default and holds two origins, shown as a badge on each row:

  • System - the system judged the document not to describe the subject property.
  • Manual - you removed it.

The header counts them separately: System n · Manual n.

Rows carry a short note explaining why they are here. A document you removed reads Removed by you. A document the system pulled in from a reference on another instrument reads Referenced by {instrument number} — not subject property. When the legal description was checked against the subject property and rejected, the row also carries an amber Different property badge whose tooltip gives the system's own reason.

A System row can be brought into the exam with Move to Exam Documents. A document you excluded yourself stays in Excluded - there is no un-exclude action in the interface today.

Processing Pipeline

How a document gets from added to settled depends on where it came from:

  • Uploaded PDFs are inspected first for more than one record in the same file, and are split (or sent to split review) before anything else happens.
  • Plant documents are created as a row straightaway, their PDF is fetched in the background, and their subtype is classified.

Both paths then run classification, extraction and validation, and stop at whichever review the system cannot settle on its own. See Document Processing for the full stage list and what each status means.