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A.S.K. Services

Contents

Overview

As a leader in the public record research industry, A.S.K. Services is known for its expertise and outstanding service.  They continually update their knowledge of the latest industry trends and statutory requirements to provide each client with the highest quality service.  This commitment to excellence is further demonstrated through their innovative use of technology.

Contact:Sales
sales@ask-services.com
Website:http://www.ask-services.com
Time/Cost:Varies
Resware:2 hours set up

This demonstrates how to set up and use the A.S.K. Services search integration. A.S.K. allows users to order searches from Resware for title abstracts, document recordings, criminal and civil court record searches, UCC/fixture filing and tax lien searches, and corporate and resident agent services.

Begin here:  Contact A.S.K. Services, Inc. for further information or to register for services at (888) 416-1313.  Inform A.S.K. that the account will be for a Resware integration.   Account information will be provided, including the OfficeID, ClientID, and URL to access services.

Next:  Follow the setup steps in this job aid.  The account information provided by A.S.K. will be needed to complete these steps.

Next:  The following information will need to be provided to A.S.K. Services to complete the integration set up:

  • The Resware web domain.
  • The A.S.K. Services partner employee email, username, password.
  • The DocumentTypeIDs, LienTypeIDs, and EasementTypeIDs for each document they provide to the file.

Next: Contact the Resware customer success team at support@resware.qualia.com to assist with the necessary bindings and endpoints for successful transmission between Resware and A.S.K. Services.  Provide the SystemID for the partner created for this integration.

Then: Test.

Version History

VersionDateIDDescription
 Pre 8.2607/30/2018Instructions and screenshots created
02/06/2020No RW2RW username/PW is required

Enable Office Option

Admin/General Setup/Offices

  • Highlight the office using this integration and click Edit.
  • Select the Web Services tab and enable the Enable Resware to Resware Order Submission office option. 

Create an A.S.K. Partner

Admin/Partners

  • Click New.
  • Enter a Company Name as A.S.K Services, Inc.
  • Enter the partner’s information and set the Partner Type to Searcher.
  • Click Edit Counties and enable the partner for the states and counties where the search integration will be used.
  • Click XML Config and select Enable XML Transmission of Notes and Documents and Don’t Also Send Notes and Documents via Email.
  • Click Save, Save.

Create a Partner Employee

Admin/Partners

  • Highlight the partner created above and click New in the partner employee area.
  • Enter a First Name.
  • Enter an Email Address.
  • Check Primary Contact, which will default this employee to the primary contact when the partner is added to the file.
  • Check Enabled in the Website Access area, which allows the web/API services to be utilized.
  • Click Override Username and enter the Username as ASK.
  • Click Generate to populate a Password. This will ensure company-specific password requirements are met. Write down this password to use in the validation step.
  • In the Office Access area, check Access for the offices where services will be provided. Optionally, check Default if an office will be the primary office.
  • Click Save.

Password Validation

Website

After a password is set or reset for a partner employee, the employee is required to enter a new password the next time they access the website. To ensure this integration is set up correctly, log into the company’s Resware website with the username and password created in the previous step, and create a new password. Provide this new password to A.S.K. Services.

NOTE: It may be beneficial to set the expiration date of this password on the partner employee setup for an extended period. Check with company-specific password security protocols to verify this will be acceptable or have a reminder in place to update this password as needed to ensure this integration’s service will not be interrupted.

NOTE:  The Username and Password will need to be provided to A.S.K. Services, which allows the documents to be returned to Resware on the file’s Documents panel.

Resware ID Reports

A.S.K. Services needs IDs to return documents and lien information on files. The following steps will generate reports to provide this information easily.

Admin/Document and Templates/Document Types

  • Verify the DocumentTypeID column is visible.  If not, right-click in the grid, select Show Column, and add DocumentTypeID.
  • Right-click in the grid and select View as Report.
  • Once the report opens, click Export in the Report Viewer taskbar.
  • Select Excel, then Data dump to generate an excel spreadsheet that can be customized to return only documents directly related to integration needs and allow A.S.K. Services to import the report.
  • Repeat these steps to generate reports for EasementTypeIDs at Admin/Search Data/Easement & Restriction Types and LienTypeIDs at Admin/Search Data/Lien & Requirement Types. Provide these reports to A.S.K. Services to map the information they send back to files.

Resware to Resware Partner Mapping

  • Click Add.
  • Click Search and select the partner created above.
  • Enter and X for both the Username and Password.  These fields are not used for this integration.
  • Verify the Service Type is set to Order Placement in the drop-down menu.
  • Click Add in the Transaction/Product Type Mapping area.
  • Select a Transaction Type from the dropdown menu.
  • Select a Product Type from the dropdown menu.
  • Enter a 1 as the Remote Transaction ID for the transaction being added.
  • Enter a 1 as the Remote Product ID for the product being added.
  • Click Save.
  • Repeat the above steps for each transaction/product type that searches will be ordered through this integration.
  • Click Add in the Primary Contact Mapping area.
  • Select a Contact from the drop-down menu; it does not matter which one is chosen.
  • Enter a 1 as the Remote ID.
  • Click the Default checkbox.
  • Click Save.
  • Change the Service Type that is set in the drop-down menu to Note/Document.
    • Enter the same URL from the prior step as provided by A.S.K. Services.
    • Enter 1 as the CoordinatorTypeID.

  • Click Add in the Document Type Mapping area.
  • Select the Search Request document type from the drop-down menu.
  • Enter 1 as the Remote ID.
  • Click Save.
  • Repeat the above steps for each document type that will be sent to A.S.K. Services.

Add XML on Products

The Resware XML package must be added to each product that will use this integration.

Admin/Action Lists/Product Types

  • Click Add and select the Resware XML package.
  • Click OK.
  • Click Save, Close.

Add an Action and Affect to Automate Order Placement

Admin/Action Lists/Action Groups

  • Highlight the action group that has the action that should send the search order request and click Edit Actions.
  • Highlight the action that should be used to send the request and click Edit Affects.
  • In the Complete Task Marked Done Affects section, click Add.
  • Select the following in 5 – Marking Done Sends XML:
    • Select Resware: Send Order from the XML drop-down menu.
    • Select the Searcher partner type from the Send To: drop-down menu.
  • Click Save.

NOTE: For further information on adding to the action workflow, see the additional job aids available on the user group website.

Add an Email Template for Order Placement

NOTE: A.S.K. may request the order be placed via an email template versus an action affect as shown above. 

Please email order requests to: property_orders@ask-services.com. If possible, A.S.K would like to have the “:” after the label so they can automatically parse the date for upload.

CLIENT_ID: 
FILENUMBER: 

PRODUCT_ID: (product ordering: 40Year, PMM with Easements, Update, etc.)
PURPOSE_ID: (Purchase – Cash, Refi, etc.)

BUYERNAME:
SELLERNAME:

ADDRESS:
COUNTY:
STATE:
CITY:
LEGAL:
LEGAL_NOTES:
NOTES:
ZIP:
PARCEL_IDS: (Can be comma separated if multiples 01-004-444,01-004-445,etc.)
END: website.

Add an Action to Send Documents

Documents can be sent to A.S.K. Services at any time using the File/Note panel.  The following steps will automate sending a document(s) that is routinely sent.  In this example, the action created will send the purchase contract document type on completion of the action.

Admin/Action Lists/Email Templates

  • Click New and enter a Template Name like XML to Searcher with purchase documents.
    • Select Automatically send (no user interaction) in the Send Action dropdown menu.
    • Check Attach by Document Type.
    • Click Select Doc Types and select the documents to send, such as Contract.
    • Click Save.
  • Check Attach Most Recently Created Document Only to ensure that the latest version of the document types on a file is being sent.
  • In the Partner Specific area, check Selected and click Add to add the A.S.K. Services partner.
  • Click on Select to open the Send To panel and select the Searcher partner type.
  • Click Save.

Admin/Action Lists/Action Groups

  • Highlight the group where the signing and/or closing actions exist.
  • Click Edit Actions.
  • Click New Global Action and enter a Name like A.S.K.: Request Search w/ purchase contract.
    • Click Add in the Completing Requires Documents area and select the document(s) needed for the email template created above.
      • NOTE: Adding documents as required to the action will prevent the action from sending the XML unless the documents are on the file.
    • Click Add.
    • Click Add in the Completing Email Templates area and select the email template created above.
    • Click Add.
    • Click Save.
  • Check Dynamic.
  • Select a Coordinator in the Start Task area (whomever normally deals with searches).
  • Select Auto-start when Added to File.
  • Select a Coordinator in the Complete Task area (whomever normally deals with searches).
  • Click Selected in the Partner Specific area, then click Add to add the A.S.K. Services partner.
  • Click Save.

Examples on a File

Manual Order Placement

File/XML/Resware to Resware

  • The A.S.K. Services partner must be on the file to send requests.
  • Select Resware: Send Order – A.S.K. Services, Inc. from the XML Message dropdown menu to order a search request.
  • Click Send.

A.S.K. Services will return a note to the Notes panel, documents to the Documents panel, and update the information on the Search Data panel of the file. If desired, action triggers may be set up based on the document types being added to the file.

Automatic Order Placement

File/Actions Tab

The A.S.K. Services partner must be on the file in order to send order requests.

  • Highlight the action being used to send the search request to A.S.K. Services and click Mark Completed.

XML Activity

File/XML/Resware to Resware

This panel shows activity from the initial order placement sent to the search data being received from A.S.K. Services via manual order or from an action.

Notes

File/Notes

This panel shows the note received from A.S.K. Services, which includes a detailed list of any search data added, updated, or not updated on the Search Data panel.

Documents

File/Documents

This panel shows the documents received from A.S.K. Services for the services requested.

Search Data

File/Search Data

A.S.K. Services will populate search information on this panel and add Easements & Restrictions, Liens & Requirements, and Chain of Title data.

Updated on July 26, 2022

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