Order Details
The Order Detail page is where you manage everything about an order.
Accessing Order Details
Click any order row in the Orders dashboard to open its detail page. Back to Orders in the page header returns you to the dashboard.
Page Layout
Reference Strip
A strip across the top of the page shows, left to right:
- Order - The word "Order" followed by the order number
- Subject Property - The street address, or the legal description when no address was entered
- Status - The current status badge
- Examiner - The assigned examiner, or "Unassigned"
- Prior Commitment or Lookback - The prior commitment date if one was entered; otherwise the lookback period in years and the root date the plant search runs from
On the right side of the strip is the Mark Complete button. See Completing Orders.
Tab Navigation
The order detail page organizes information into tabs: Order Details and Documents.
Order Details Tab
The Order Details tab displays:
Order Information
- Order number and status
- Creation and modification dates
- Assigned Examiner - shown as text here; change it with Edit
- Special instructions entered on the order
Property Details
- Property address
- County with CAD link
- Legal description
Party Information
- List of buyers
- List of sellers
Actions
Above the right-hand column:
- Edit (pencil) - Swaps the card for the order edit form, where you change order fields including the examiner. See Assigning Examiners. Disabled once the order is locked.
- Copy order link - Copies a link to this order to your clipboard
- Export - Exports the order
- More - Opens a menu with Activity Log and Audit
Location Map
Under the actions, a location map plots the subject property from the address on the order.
Documents Tab
Manage all documents for the order. From here you can:
- Search the title plant to find and import recorded documents
- Upload supporting documents like contracts and title requests
The Documents tab is split into four sections, shown in this order:
- Processing - Everything still moving through processing, plus anything waiting on your review. Hidden when there is nothing in it. The review flow starts here; when more documents finish while you are working, a "N more documents ready for review" prompt appears with a Continue button.
- Exam Documents - Title documents that finished processing and belong to the order. A Print action prints the list.
- Supporting Documents - Contracts, title requests, and other documents that are not title documents.
- Excluded Documents - Documents left out of the order, collapsed by default. Documents the system determined are not the subject property are listed above documents you excluded by hand.
See Title Plant for searching and importing documents.
Real-Time Updates
The order detail page keeps itself current while you work. Document processing progress and changes other people make to the order appear without refreshing.
The page header carries a real-time indicator — a dot labelled Live or Offline. If it ever reads Offline, refresh the page to pick up the latest changes.