Impact Windows Service Manual
Contents
1. Restore Default Cancel OK y i The Schedule tab has a Timer Interval field in which the number of seconds between data polling is entered Checking for pending title orders every 300 seconds 5 minutes is a rational setting The Notification tab has an Email Errors To field used to identify who should receive errors from the module if different from the Service or Instance error addressee There is also an Email From field to be used to enter an address which will help the recipient know where the email notice came from such as ImpactSvcTitleOrders donotreply com USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 16 of 19 SQL Clear Locks The SQL Clear Locks module is used to clear errant SQL locks in the Impact SQL database Errant locks left by users kicked out of the system or who never saved out of the file they were working with before going home could interrupt the daily posting routine so they should be cleared nightly This option should be scheduled to run at a time when the SQL server is available but few if any users are in the system generally in the middle of the night The module is enabled with the checkbox at the top of the screen The Clear Locks in place for longer than hours field M Enable SQL Clear Locks is used to let the administrator decide how old a lock should Clear Locks in place for longer than fi hours be before it is considered errant one or two hours is2. US Ay TAM SOLUTIONS INC DIGI Impact Windows Service Manual Impact SQL Version 8 0 0 NET Initial Release Date 12 07 2012 10835 N 25 Avenue Suite 350 Phoenix AZ 85029 602 866 8199 www digisolaz com Table of Contents INTRODUCTION aura 3 HELPFUL HINTS lt a 4 AUCK KEV Sd E r A A A N ioe ia 4 INPACT SERVICE MANAGER hnc a r r e 4 SERVICE OPTIONS ioscseseevsstsdiovatwcsaduaivacewesswechtcsststavatwes ea iaa a a iea 5 CONTBUPE Service old 5 A O 6 EM did 7 Start Service and SLOP SERV IC ais 7 INSTANCE OPTIONS rasioni dis 7 Start instance ana Stop AS tNMCS rai 7 A AUNE aiccns co shecssasiaaianctoleasaatadecnreoares N sures yeuune vomatancapyetusccanpasaravenueconuuaneingsenunecarenageete 8 Contieure ASNO edit 9 Remove IMNStaMtOs pta sd 9 MODULE OPTION SA AA AAA AR 9 Start Module and Stop Mod le ii A A Pe 10 Conie dre Modera een ne a Sete ee ame eee ee een eet ae ee ee eee Tee 10 PCCOUM UMS AUG M skcos eeecidere I uedatia abate a ssatacs 10 Background POCO IN A a 11 DocumentDe ena is 11 Dormant Ale LOCK eierne Ni da 12 Leads EXPO ENCON ot ee 13 Overdra A A concecue lens oneh tardusuasuane A NR 13 A A A A a 14 Pre Dormant Audit FNF Only ac A A A ios 14 PINE Pendine WIRES ada 15 PANTICOSA a E 15 SOECES OCS adas 17 WI Monto FNF OMY ocre 17 REMOVE MOQUE eaer a E E A N E 18 USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 2 of 19 INTRODUCTION The Impact Windows Service is introduc
3. email notice came from such as ImpactSvcW ireMonitor donotreply com T To Escrow Officer T Towie Onginator Edit Incoming Email Format This concludes the Configure Module section of this documentation USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 17 of 19 Remove Module The Remove Module option is used to remove a module from an instance When selected the user will be prompted to confirm the module should be removed Remove Module j Are you sure you wish to remove Wire Monitor The user should click on Yes to confirm the removal of the module or No to cancel the removal request This concludes the Module Options section of this documentation USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 18 of 19 602 866 8199 x 2 for Support Support Digisolaz com USA DIGITAL USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 19 of 19
4. Notification tab has a single Email Errors To field used to identify who should receive errors from the module if different from the Service or Instance error Save Es 1 addressee USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 14 of 19 Print Pending Wires The Print Pending Wires module is used in conjunction with the Incoming Wire Processing and Outgoing Wire Processing Impact functions to direct either printed wire or email notices to a central wire desk normally in the Escrow Accounting Department of pending wires in or out The module is enabled with the checkbox at the top of the screen There are separate controls for Incoming Wires and Outgoing Wires so they can be independently set to either print or email notices In the event one or the other notice type In or Out is not desired a Null Printer could be established to route notices into the ether Print Pending Wires Configuration 8 0 257 Enable Print Pending Wires Module Actions Schedule Notification Incoming lez Qutgong Wires i Print Email f Print C Email Select 4 Printer The printer the notices should print to must be defined to the server running the Service if the Print option is selected If the notices are to be emailed the addressee s email should be entered in the Email Reports To field The Email Reports From address field should be used to enter an address which will help the recipient know wh
5. Schedule Notification typically the setting selected Timer Information ee The Schedule tab is used to specify the kick off time for the ee 000 SQL Clear Locks routine always after hours and the eto day s of the week it should be run typically would be daily when the SQL server is available The Notification tab has a single Email Errors To field used to identify who should receive errors from the module if different from the Service or Instance error addressee Save Wire Monitor FNF only The Wire Monitor module is utilized by a proprietary FNF wire function The Enable MFS Wire Integration checkbox must be checked for the Wire Monitor Configuration screen to be able to be utilized The module is enabled with the checkbox at the top of the screen The Incoming Wires and Outgoing Wires tabs are POE PEC ee ene used to configure the module for the two different wire Enable Wire Monitor processes Incoming Wires Outgoing Wires Schedule Noticaton The Schedule tab is use to set the Timer Interval for e Enable Incoming Wire Processing polling the system for wire information Send Email when Wire has been Received e The Notification tab has an Email Errors To field used to identify who should receive errors from the module if different from the Service or Instance error addressee There is also an Email From field to be used to enter an address which will help the recipient know where the Save
6. Stop Instance The Start Instance and Stop Instance options will do just that If there is database specific maintenance that is being done it would make sense to stop the specific Instance involved and then restart it upon completion of the maintenance NOTE Any stopped modules will be started when the Instance they are related to is restarted Impact Service Manager Eie xi File WY Start Instance O Stop Instance Add Module gt EZ Configure Instance PR Current configuration values for Instance QaOQF Remove Instance Transaction Log Purge Interval USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 7 of 19 Add Module The Add Module option is used to add a function to the Impact Windows Service The user will right click on the Instance name to which the Module should be added and select Add Module The listing of Modules presented in the Impact Service Manager is dependent on the components that have been put on the server At this writing the available Modules are those listed below e Accounting Audit e Background Processing e Document Deletion e Dormant File Lock e Leads Export FNF only e Overdrafts e Positive Pay e Pre Dormant Audit FNF only e Print Pending Wires e Print Title Instructions e SQL Clear Locks e Wire Monitor FNF only When the Add Module option is selected those Modules that are available components instal
7. address field should be used to enter an address which will help the recipient know where the report came from such as pane O nO pacos The module is enabled with the checkbox at the top of the 7 Enable Overdraft Notification screen Report Destination Schedule Notification The Schedule tab is used to specify the kick off time for E Print the Overdraft report routine typically after hours and the MTD P day s of the week it should be run typically would be daily unless there is scheduled down time for the SQL server C Emai Email Reports To The Notification tab has a single Email Errors To field used to identify who should receive errors from the module Email Reports From if different from the Service or Instance error addressee Edit Email Format Save USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 13 of 19 Positive Pay The Positive Pay module is used to schedule to background processing of the Positive Pay export routines that have been defined in the Accounting module under Daily Work Positive Pay The module is enabled with the checkbox at the top of the screen The Email Export From field is used to enter an address which will help the recipient know where the notice of completion came from such as ImpactSvcPosPay donotreply com The Email Export To field is used to enter the address of the recipient of the notice that the export s are complete If the exported dat
8. cola eed eee ed on the left is highlighted and the mewa ONANG teh Obie PEIE le presented on the right of the Errors To Address screen smarthost fnfinc com The Instances databases are listed at the next tier in the tree view on the left The Modules installed for each Instance are listed in the third tier USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 4 of 19 From this screen the Impact Windows Service can be started or stopped which will affect all Instances that are configured and all Modules within those Instances In addition specific Modules within specific Instances can be started or stopped from this screen Right clicking on the Service Instance or Module headers in the tree view will bring up menus of actions available for the selected item The tree view can be collapsed or expanded with the and icons in front of the Service and Instance headers SERVICE OPTIONS Right clicking on the Service header will present five options for the Service e Configure Service e Add Instance e Refresh e Start Service and Stop Service Configure Service Configuration of the Impact Windows Service is done on the Service Configuration screen which is reached by right clicking on the Service tree view branch and selecting Configure Service from the menu presented The configuration is comprised of identifying the email mechanism for generating error messages from the service to
9. started until it has been configured If there is a need to alter the configuration of a module it must be stopped Once configured and the business is ready to use the functionality a module would be started NOTE lf a business decides to stop using a module it should be disabled not just stopped as any stopped modules will be restarted when either the Service or related Instance is restarted Configure Module Each Module has a unique configuration screen with settings relating to the functionality of the Module Each of the current modules purpose and configuration screens will be presented in the following pages Accounting Audit The Accounting Audit function is used to routinely run auditing tests against posted data in the database and to generate printed or emailed reports of the results These reports normally provided to the Escrow Accounting Department responsible for the database Running the audit daily after the time of posting is a good practice so that any issues with the accounting data are identified quickly and then can be corrected DSI Support should be contacted with any questions about items that appear on the Audit reports On the Audit Destination tab the decision as to whether to HH print the reports or to email them is detailed If printing the T EnabisAccounina Audit Module printer for the Escrow Accounting Department must be defined audit Destination Schedule Notification on the system running th
10. system administration personnel and determining if any logging of module events is to be kept and in what form Service Configuration E Error Email From FO Error Email T o Po SMTP Server Po Test Email Username po Password PO Log Type y Log File Path CMIMPACTSmpactServiceLoatt Purge Tranzaction Logs After co Days Save Configuration The Error Email From field is used to enter an address that will inform the recipient of the source of the message It does not need to be a working address The Error Email To field should be of the responsible System Admin or a distribution list for multiple System Admins They will receive notices of issues that arise and thereby can be informed they must investigate address the issues The SMTP Server Username and Password fields are used to access the sending email server USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 5 of 19 The Test Email button should be used to confirm access once the above fields are completed as needed The Log Type dropdown is used to select the type of logging of module events The options are None File WMI Windows Management Instrumentation or All WMI is a protocol for publishing messages on module events a third party software is required to process those messages The File option will build log files in the location specified in the Log File Path field of module events The WMI option will publish the messa
11. 19 Document Deletion Configuration 8 0 257 The Title Docs tab is used to identify whether all Miscellaneous Title documents over a certain age are to be deleted or if only documents Number of Days for Document Retention created from selected master docs the full master document MENU t must be greater than 30 days is presented are to be deleted If only selected docs are to be Escrow Docs Title Docs Schedule Notification deleted the Delete specific Title Documents option is selected and e Delete specific Title Documents the documents checked will be deleted This approach requires routine re checking of the selected documents as the documents aran Busraes E menu will change over time as it is maintained by the business fn Molas Acknonedgemen l Enable Delete Documents Confidential Statement of Information The Schedule and Notification tabs are identical in format to those Confirmation of Order Data shown above in the Accounting Audit module Construction Checklist Conversation Log File Notes The Schedule tab is used to specify the kick off time for the Document Deletion routine should be after hours to avoid running into users in documents and the day s of the week it should be run typically would be daily unless there is scheduled down time for the SQL server and Data server The Notification tab has a single Email Errors To field used to identify who should receive errors fr
12. a file s are to be included with the email in addition to being stored in the location specified in the I Enable Positve Pay Accounting module setup the Attach Files Generated to Export Options Schedule Notification Email checkbox should be checked Emad Expos Rene The Schedule tab is used to specify the kick off time for the Email Export Te fo Positive Pay export routine typically after hours and the Attach Files Generated to Email day s of the week it should be run typically would be weekdays after hours to pick up the day s issued check information The Notification tab has a single Email Errors To field used to identify who should receive errors from the module if different from the Service or Instance error addressee sme Pre Dormant Audit FNF only The Pre Dormant Audit module runs an FNF proprietary data export routine The Information tab is used to detail the Site ID for the export and routing settings PreDormant Audit Configuration 8 0 257 sy The module is enabled with the checkbox at the top of the T Enable Audit Compliance screen Information Schedule Notification The Schedule tab is used to specify the kick off time for steID the Pre Dormant Audit export routine typically after File Path hours and the day s of the week it should be run FTP Ut typically would be weekdays after the positing routine is FTP Username normally run FTP Password Test FTP y The
13. ackground printing of reports The printers utilized by users who schedule reports for background processing must be defined on the server running the Service The module is enabled with the checkbox at the top of the screen The Schedule tab is used to indicate how often that background processing should cycle in seconds 300 seconds would be every 5 minutes The Notification tab is used to provide an Email Reports From address field which will help the recipient know where the reports came from such as ImpactSvcReports donotreply com If an alternative error notice addressee is desired from the default for the Service or Instance the Email Errors To field is used to identify that addressee W Enable Background Processing Module MW Enable Background Processing Module Schedule Notification Schedule Notification Timer Information Timer Interval IT Seconds Email Reports From ImpactSwcReports digisolaz com Email Errors To PO Save Save Document Deletion The Document Deletion module is used to routinely purge the system of Escrow and Miscellaneous Title documents older than X number of days Commitments prelims legal descriptions policies and endorsements are not deleted through this module Typically a business will retain documents in the system for 180 days or more The number of days is not from the Closing Date but rather the document creation date so the business must judge the type of busines
14. e Information screen of the Service Instance or Module that is highlighted ALT E will present the Event Viewer of the Instance or Module that is highlighted IMPACT SERVICE MANAGER The Impact Service Manager program is used to start and stop the service as well as to add and remove Modules to Service Instances While most client sites will only have one Impact SQL database some manage multiple databases Each database s Impact Windows Service configuration is called an Instance The components configured within each Instance are called Modules The executable for the Impact Service Manager is called ImpSvcMgr exe and is typically located in the C Program Files USA Digital Solutions ImpactNet folder on the one and only one server hosting the service A shortcut to the Impact Service Manager will normally be created on the desktop of the server hosting the service The Manager should only be used by a user logged in under an account with administrative rights as those E rights are required to start and stop MS Windows services Information Nee amp Demo 7 8 0 Background Processing Running a alias far Gapping eS Current configuration values for Service Dormant File Lock Disabled Service Enabled Print Title Instructions Disabled SOL Clear Locks Running The Impact Service Manager s initial screen upon opening looks aa ike that shown here The sha Agee aed
15. e Service and it would be selected ia from the dropdown of available printers If emailing the email Win2PDF o address or distribution list for the recipient s is entered into the Email Reports To field Entering a descriptive email address in the Email Reports From field will help the recipient know where the reports came from such as ImpactSvc_Audit donotreply com The module is enabled with the checkbox at the top of the Save screen It must be enabled before it can be started C Email Email Reports To Email Reports From Accounting Audit Configuration 8 0 257 x The Schedule tab is used to specify the kick off time for T Enable Accounting Audit Module the Accounting Audits should be after the daily posting routine is done and the day s of the week it should be run as there is typically not a posting done on weekend days Saturday and Sunday might be skipped Audit Destination Schedule Notification Timer Information Timer Time 1 00 00 AM Dave of Week E ia z A i a s The Notification tab has a single Email Errors To field used to identify who should receive errors from the module if different from the Service or Instance error addressee The Save button is used to save changes and exit the sal configuration screen USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 10 of 19 Background Processing The Background Processing module controls the b
16. ed in conjunction with Impact SQL version 8 0 and it replaces the Batch Processor and Wire Monitor modules As an MS Windows service it runs on one system on a client s network is controlled by users with administrative rights system and eliminates the need to have a dedicated session running historically a disconnected session for the Batch Processor and Wire Monitor programs Note the Wire Monitor is a limited distribution program designed to work with a proprietary FNF system and is not utilized by most Impact SQL installations This documentation will describe the management of the Service with the Impact Windows Service Manager and detail the tasks that can be administered by the Service In its initial release all of the functions of the Batch Processor and the Wire Monitor can be administered by the Service In the future additional functions may be added to the service as they are developed The functional categories hereafter called Modules are e Accounting Audit e Background Processing e Document Deletion e Dormant File Lock e Leads Export FNF only e Overdrafts e Positive Pay e Pre Dormant Audit FNF only e Print Pending Wires e Print Title Instructions e SQL Clear Locks e Wire Monitor FNF only The Service will be installed and configured by USA Digital Solutions Inc personnel at the time of a new Impact SQL installation or at the time of the upgrade of an existing Impact SQL environment to vers
17. ere the report came from such as ImpactSvcWires donotreply com Email Reports To E mail From Save The Schedule tab has a Timer Interval field in which the number of seconds between data polling is entered Checking for pending wire information every 300 seconds 5 minutes is a rational setting The Notification tab has a single Email Errors To field used to identify who should receive errors from the module if different from the Service or Instance error addressee Print Title Instructions The Print Title Instructions module is used to direct title orders to one or more title plants printers or email distribution lists In addition if emailing is used rather than printing email can be sent to the title officer on the file in addition to or in place of the distribution list for the plant Caution should be taken with that option due to vacations and other absences The module is enabled with the checkbox at the top of the screen The Auto Print Title Instructions checkbox should Print Title Instructions Configuration 8 0 257 be checked if orders are to be printed to a specified Me printer at the Title Department If there are multiple J Auto Print Title Instructions a i 2 Send Email in place of Printing Title Departments defined a printer is designated for Momias El Eo each The printers for each plant must be defined on i i Title D Pri Email T l Schedul Motificati the server the Service is
18. ges The All option will both build log files and publish WMI messages The Purge Transaction Logs After X number Days field is used to identify how long log files should be kept if File or All are selected in the Log Type option field The Save Configuration button is used to save any changes to the Service Configuration screen Use the Windows X in the upper right hand corner to close the window and be prompted as to whether changes should be saved or not Add Instance To add an Instance database to the Impact Windows Service right click on the Service branch of the tree view and select Add Instance from the option list presented A screen like that below will be presented An Instance Name should be entered in the field of that name It should let the user know which database is being identified The Available Servers dropdown is used to select the server the Instance to be added is running on and the Available Databases dropdown is used after server selection to select the database for the Instance If the Error Email To and From addresses should be different for this Instance from the global settings on the Service they should be noted in the fields of those names If the Purge Logs After day count desired is different from the global setting it can be noted on this screen The Save Configuration button is used to save the settings entered and to add the Instance The Windows X can be used to exit without saving Add I
19. ion 8 0 or higher However clients should be aware of the available functionality so they may consider the customization they wish to employ for their particular site to best work with their business processes From time to time there will be changes that the client may wish to make to the settings of various Modules within the service Until local System Administrators are clear on the impact of making particular changes they are strongly urged to consult with USA Digital Solutions Inc personnel before making any changes to the Impact Windows Service settings USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 3 of 19 HELPFUL HINTS Some of the formatting conventions used in this manual are Keystrokes such as hitting the Enter key will be displayed as ENTER in the manual Any text that appears on the screen will be shown as Edit or Cancel Work flow paths you are to use will be displayed as Service gt Start Service This will indicate you are to choose the Start Service option from the Service menu accessed via a Right Click Quick Keys In the Impact Service Manager as in other Impact SQL programs there are opportunities to move through the options available without using the mouse The tabs and menu items contain an underlined letter that indicates the quick key related to it If you hold down the ALT key and hit the underlined letter of the item it will be acted on For example ALT will present th
20. led but not yet added to the Service Instance combination selected will be presented in a list The user should select the Module to be added by highlighting it on the listing presented and clicking on it The module will be added to the listing of Modules under the Instance selected and will reflect a Disabled state after the Module name If the user then clicks on the added Module in the tree view on the left side of the screen the right side of screen will be filled with the Information screen for the Module and with an Event Viewer tab that will take the user to the Event Viewer screen The Information screen will present the current configuration of the Module and will reflect that it is disabled The act of adding a Module does not in and of itself configure and activate the Module Those steps will be described later in this documentation Module by Module If a Module was added in error or needs to be removed for some other reason the user can right click on the Module name in the tree view and select Remove Module A confirmation prompt will be presented and OK ing it will result in the Module being removed from the Instance USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 8 of 19 Configure Instance The Configure Instance option will bring up the same screen as the Add Instance Service option but the Available Servers and Available Databases fields will not be editable The Configure Instance scree
21. n can be used to change the Instance Name and if the Error Email To and From addresses should be different for this Instance from the global settings on the Service they can be edited here If the Purge Logs After day count desired is different from the global Service setting it can be noted on this screen as well Edit Instance Demo 7 8 0 Instance Name Available Servers D5 SUPPORT SQL z Available Databases JOSI_DEMO_780_DATA Optional Leave blank to use Global Settings Error Email To Error Email From Purge Logs After lo days Save Configuration Remove Instance The Remove Instance option is used to remove an Instance that is not to be managed by the Service The user will be prompted to confirm that the Instance should be removed MODULE OPTIONS Clicking on a Module name third tier of the tree view will present the Information tab with the current configuration of the Module and a second tab labeled Event Viewer will be behind the Information screen The Event Viewer present log information about the particular Module selected Right clicking on a Module name will present a menu of actions that can be taken with the Module e Start Module and Stop Module e Configure Module e Remove Module USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 9 of 19 Start Module and Stop Module The Start Module and Stop Module options will do just that A module cannot be
22. nstance Instance Mame Available Sener 05 DEV SVAO me Available Databases WESB_DATA Optional Leave blank to use Global Settings Error Email To Error Email From Purge Logs After lo days Save Configuration USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 6 of 19 Refresh The Refresh Service option is used to trigger a re polling of the Instances and Modules to get the current status information on each Start Service and Stop Service The Start Service and Stop Service options are used to do just that The Service should be stopped when its components are being updated and during routine IT maintenance efforts that would be impacting the network and SQL server s Once the update or maintenance work is complete the Service should be restarted NOTE Any stopped modules will be started when the Service is restarted To close the Impact Server Manager screen after starting or stopping the Service click on the Windows X in the upper right hand corner of the Impact Service Manager window INSTANCE OPTIONS Clicking on an Instance database name second tier of the tree view will present the Information tab with the current configuration of the Instance Right clicking on an Instance name will present a menu of actions that can be taken with the Instance e Start Instance and Stop Instance e Add Module e Configure Instance e Remove Instance Start Instance and
23. om the module if different from the Service or Instance error addressee Dormant File Lock The Dormant File Lock module is used to place an accounting lock on any file which has had any accounting activity but which has then not had any accounting activity for X number of days The module is enabled with the checkbox at the top of the screen eh etna tae when the accounting lock should be placed on a file Again Number of days without activity this function does not lock files that have never had any fi 80 Must be greater than 30 days Schedule Notiicaion accounting activity The locks placed by the module can be Oars cleared by users with the appropriate permissions managed Timer Time 1 00 00AM through Users in Utilities Days of Week a Tassie The Schedule tab is used to specify the kick off time for the A Thursday Dormant File Lock routine typically after hours and the Saadi day s of the week it should be run typically would be daily a unless there is scheduled down time for the SQL server The Notification tab has a single Email Errors To field used to m identify who should receive errors from the module if different from the Service or Instance error addressee USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 12 of 19 Leads Export FNF only The Leads Export module is proprietary to FNF operations Its configuration requires the entry of the B
24. rand Designation and City Designation information flagging of Transaction Types to drive the data export and on the FTP Information tab the FTP Information for routing the export data The module is enabled with the checkbox at the top of the screen The Schedule tab is used to specify the kick off time for the Leads Export routine typically after hours and the day s of the week it should be run typically would be daily unless there is scheduled down time for the SQL server The Notification tab has a single Email Errors To field used to identify who should receive errors from the module if different from the Service or Instance error addressee Leads Export Configuration 8 0 257 Leads Export Configuration 8 0 257 x Enable Leads Export File Information FTP Information Schedule Notification File Information FTP Information Schedule Notification Brand Designation City Designation Transaction Types to Esport i Residential Purchase FTP Information Address User Hame Password Test FTP Overdrafts The Overdrafts module is used to generate a printed or emailed report for Escrow Accounting of all files in an overdraft state The printer the report should print to must be defined to the server running the Service if the Print option is selected If the report is to be emailed the addressee s email should be entered in the Email Reports To field The Email Reports From
25. running on The designation e Pert Printer Ems Mean of the printers is made on the Title Dept Printers Special Title Branch m PRINTER an Tie Branch wraPoF If emailing is preferred over printing the Send Email Nee Tee NO PRINTER in place of Printing checkbox should be checked It is an all or none option either all orders are to be printed or all are to be emailed the option cannot be set for each Title Department defined in the database Save USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 15 of 19 Print Title Instructions Configuration 8 0 257 If the Send Email in place of Printing option IS selected the Email Title Officer and Email Title Department options are relevant Enable Print Title Instructions Module Auto Print Title Instructions IM Send Email in place of Printing I Email Title Officer Y Email Title Department The Email Title Officer option will pull the email address from the Users setup screen Utilities module for the TO on the file for which the order is being sent and use that to route email about orders TITLE INSTRUCTIONS NEW EMAIL to the TO That requires that the email addresses be entered properly for each TO TITLE INSTRUCTIONS CANCELLED EMAIL Title Dept Printers Email Templates Schedule Notification The Email Title Department option will pull the email address from the Branch setup screen Utilities or Accounting modules for the
26. s it does and the length of time it wishes to keep documents on the system The purpose of this function is to limit the use of disk space The module is enabled with the checkbox at the top of the screen The Number of Days for Document Retention field is used to indicate the length of time docs should be saved on the system A minimum of 30 days is established but most sites will retain for much longer There is not a separate retention number for Escrow and Title docs just one for both Document Deletion Configuration 8 0 257 The Escrow Docs tab is used to identify whether all Escrow docs over a certain age are to be deleted or if only documents created from selected master docs the full master document menu is presented are to be deleted If only selected docs are to be deleted the Delete specific Escrow Documents option is selected and the documents checked will be deleted This Number of Days for Document Retention 37 Must be greater than 30 days Escrow Docs Title Docs Schedule Notification C Delete All Escrow Documents Delete specific Escrow Documents Document approach requires routine re checking of the selected documents A Ta as the documents menu will change over time as it is maintained Bil of Sale by the business Buyer Rent Letter California Form 8288 B Only 2006 UCC 1 Form UCC 1 Addendum USA Digital Solutions Inc Impact Windows Service Manual 1 8 2014 Page 11 of
27. title branch selected on the file for which the order is being sent and use that to route email about orders to the Title Department Those addresses should be distribution lists so absences are covered The distribution lists must be kept current as turnover in the Title Department occurs The Email Templates tab is used to customize three different email templates that are used if emailing of orders is turned on The Modify icon next to the name of each template is used to open the template for editing The editing of email templates is described in the Utilities manual so will not be detailed here but a sample of a template is presented below Template Name TINEWORDER Template Descript T emplate Name Placeholder Tl Custom Email Subject Email Subject New Order Received Email Body T Custom Email Body 4 A jB U Z TitleD epartmentNumber A title search has been requested on the following Escrow file TO File FileNumber Branch BranchNumber Escrow Officer JEO Title Officer TO File Opened on OpenDate Title Search Ordered on OrderedDate TransactionT ype Title Search Ordered by OrderedBy Transaction Type TransactionType County Countyl Property Address Address Special Instructions Speciallnstructions Need by Date NeedByDate Title Department Title DepartmentNumber Property Type PropertyTypel
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