Document Types

Platted recognizes 281 document type codes commonly found in title examination.

How Classification Works

When a document is uploaded, the AI analyzes its content and assigns a document type. The system considers:

  • Document title and headers
  • Legal language and clauses
  • Recording information
  • Party roles and relationships

Common Document Types

Conveyance Documents

  • Warranty Deed - Full warranty of title
  • Special Warranty Deed - Limited warranty
  • Quitclaim Deed - No warranty
  • Gift Deed - Transfer without consideration
  • Trustee's Deed - Transfer from trust
  • Executor's Deed - Transfer from estate

Mortgage Documents

  • Deed of Trust - Security instrument with trustee
  • Mortgage - Direct security instrument
  • Assignment of Mortgage - Transfer of mortgage
  • Release of Lien - Mortgage satisfaction
  • Subordination Agreement - Priority change

Lien Documents

  • Mechanic's Lien - Construction/repair lien
  • Tax Lien - Government tax claim
  • Judgment Lien - Court judgment
  • HOA Lien - Homeowner association
  • Federal Tax Lien - IRS claim

Other Documents

  • Plat - Subdivision map
  • Easement - Use rights
  • Restriction - Property limitations
  • Affidavit - Sworn statement
  • Power of Attorney - Authority grant

Viewing Document Type

In the document tables the Type column shows the bare code (or CODE-SUBTYPE), with the spelled-out name on hover. A document that has not been classified yet reads Awaiting Classification.

Open a document to see its category, document type and subtype together at the top of the panel, alongside its recording information.

Manual Type Assignment

There are two ways to set the type yourself.

When the system is unsure, it stops the document at Classification Review Required and opening it shows the Classification Review panel. Pick a category, then a document type, then a subtype where the type has one - the AI's suggestion is shown under the type field. Press Save & Continue to apply it, or Exclude if the document does not belong on the order.

Otherwise, open the document and switch to edit mode to change the type the same way: category, then type, then subtype. See Manual Editing.

Full Glossary

For a complete list of document types, see Document Type Glossary.