Uploading Documents

Upload supporting documents that aren't available in the title plant.

When to Upload

Use manual upload for documents such as:

  • Purchase contracts and agreements
  • Title requests from clients
  • Earnest money documents
  • Prior title policies
  • Any document not in the title plant

For recorded documents (deeds, mortgages, liens), use the Title Plant Search instead.

Accessing the Upload Area

  1. Open an order from the Orders dashboard
  2. Go to the Documents tab
  3. The upload zone sits at the top of the tab, above the document sections

The upload zone disappears once the order is complete or archived - no documents can be added to a locked order.

Upload Methods

The zone holds two buttons:

  • Upload Documents opens a file browser. Select one or more PDFs.
  • Search Plant opens the plant search. It appears only when the order has a county.

You can also drag files from your computer straight onto the same zone, several at a time.

Supported File Types

PDF only. Files of any other type are ignored when you drop or select them - no error is shown, they simply never appear in the order. Check the list after an upload if you dragged a mixed selection.

The server also refuses an empty file, and a file larger than 2 GB.

Upload Process

Files upload one at a time. While a batch is in flight the zone shows how many documents are uploading and a progress bar for how far through the batch you are.

Each document lands in Processing Documents and starts split analysis automatically. There is no "Process Documents" button - processing begins on its own. See Document Processing for the stages a document moves through.

Where an Uploaded Document Goes

While it works, a document sits in Processing Documents. When it settles it moves to:

  • Exam Documents if it is a title instrument, or
  • Supporting Documents if its classified type is a non-title document such as a purchase contract or a title request.

It goes to Excluded Documents instead if you remove it, or if the system finds it describes a different property. See Documents for how the four sections work.

You can move a document yourself: Move to Other Docs in the review panel sends an exam document to Supporting, and Move to Exam Documents in the Supporting and Excluded tables brings one back.

Bulk Upload

You can select or drop many PDFs at once. They upload sequentially, and each one appears in Processing Documents as it lands.