Sending Documents

The sending function is used to send a document electronically to a recipient. This is mainly used for title insurance requests. You can  by this way send a request for a title insurance policy via Assyst Real Estate (to the Stewart Title company for instance).

➢To send a document

1.Select a file in your list of files.

2.Click the Documents tab. This will display the categories of documents available for the file..

3.Click the sign to the left of a category name to display the generated documents belonging to this category.
Select the Title Insurance Request category.

4.Click the name of a document to select it. It is highlighted.

5.Click the Send link on the right of the list of documents.

A confirmation message is displayed.

Note: The Send function is only enabled if the sending process can be done for the document that you have selected.

6.Click the OK button to confirm the operation. Your request for a title insurance is automatically send to the Title company via Assyst Real Estate.

The confirmation of the transmission process is displayed in the Transmission Information section. You will find in this section the name of the recipient, its e-mail address and the sending date.