The following is a brief explanation of the office options available in Resware in the miscellaneous area.
|Office Option||Description||RoleID||In Release|
|Bankruptcy Search: External: Re-run Bankruptcy Search if Buyer/Seller’s Name/SSN Changes||If Quandis Bankruptcy search is also enabled, a bankruptcy search will be rerun when importing file modifications or a partner is buyer/seller is modified on the website.||795||Pre 8.0|
|Bankruptcy Search: Internal: Re-run Bankruptcy Search if Buyer/Seller’s Name/SSN Changes||If Quandis Bankruptcy search is also enabled, a bankruptcy search will be rerun when a buyer/seller is modified via the windows Resware client.||796||Pre 8.0|
|Commercial Projects: Enable||If enabled: ||10033||9.7|
|Enable Shipping Status Update Service||625||Pre 8.0|
|Entity Sort Ordering||IF enabled, the Entity Sort Order panel becomes visible where users are able to configure a customizable sort order for Properties, Buyers, Sellers, and Partners (by file) independently.||950||8.19|
|E-Signing: Warn on unpopulated buyer/seller email addresses||If enabled, when sending an e-signing warn the user if buyers, seller or signers do not have an email address entered||10054||9.14|
|General: Display Asset Status||This is an informational only field. It is located on the General Tab.||727||Pre 8.0|
|General: Don’t Limit Times To :15 Marks On General And Signing Tabs||If NOT enabled, times must end with :00, :15, :30, or :45. This is enabled by default.||604||Pre 8.0|
|Limit Access to Files Based on a User’s Team||If the internal user doesn’t have a team that is on the file they will not be able to access the file.||752||Pre 8.0|
|Limit Access to Files Based on Teams Assigned to Actions||If enabled, internal users will only have access to a file if they are a member of a team assigned to at least one action on the file. This also limits access to a file’s summary report, audit trail, attaching notes, and attaching documents from the home page.|
If enabled, and the office option
Misc: Limit Access to Files Based on a User’s Team is also enabled, the new office option
Misc: Limit Access to Files Based on Teams Assigned to Actions will override.
|New Loans: Require Loan Number to change file status to “Clear for Policy”||Don’t allow the user to change the file status to “Clear for Policy” (or click the “Clear for Policy” button on the Curative tab) if there isn’t a loan number on the first loan.||697||Pre 8.0|
|New Loans: Show Calculators||Shows commission calculators on the New Loans panel||618||Pre 8.0|
|New Loans: Show Earnest Money||Shows Earnest Money on the New Loans panel||975||9.1|
|New Loans: Show Seller Proceeds||Show seller proceeds box on the New Loans panel.||617||Pre 8.0|
|Notify Users When File Lock Is Taken||If enabled, users will be notified when someone takes their file lock.||978||9.1|
|Patriot Act Search: Add Note||If enabled, Patriot Act search results will be added to the file in a note.||984||Pre 8.0|
|Patriot Act Search: Enable Search||When enabled, a Patriot Act/OFAC search can be run if either the Patriot Act (ISTWatch) or SimpliRisk XML client is enabled and set up.|
The Run Patriot Act Search checkbox is visible on the admin product type panel. If this checkbox is checked for the product type on the file, then a Patriot Act search will be run automatically when:
|Patriot Act Search: Run when Buyer/Seller is added or name changes||If enabled, the Patriot Act search will be run whenever a buyer/seller is added or their name is changed, instead of just when the search is triggered via an action.|
This office option works only when the office option Patriot Act Search: Enable Patriot Search (ID 792) is enabled.
|Policy: Auto-add easements and restrictions to Policy when they are added to Search Data||If enabled, this will occur any time an easement or restriction is added (windows client, website, web services, auto-added).||831||Pre 8.0|
|Policy: Copy instead of linking from Search Data||If enabled, when a user chooses to pull items from Search Data over to the Policy panel, the item will be copied instead of being linked to the Search Data item. This way, if any changes are made to an item on either panel, it will not be changed on the other.||769||Pre 8.0|
|Policy: Do not auto-populate Typed Date and change label to Remit After||IF enabled, then when a policy is generated, the Typed Date will not be auto-populated. The name for the Typed Date field will also be changed to Remit After.||784||Pre 8.0|
|Policy: Don’t change file status when a policy is generated||
If enabled and a policy is generated, the status of the file is NOT changed to Policy Issued.
If NOT enabled and a policy is generated, the status of the file is changed to Policy Issued.
|Policy: Force add of fees to file and split update when adding endorsements||Auto answers yes to force add of fees to file and split updates when adding an endorsement.||985||9.3|
|Policy: Require Rate Code to Generate Policy||If enabled, a policy rate code will be required to click the “Generate” button on the policy tab.|
Note: This only affects the policy tab’s Generate button. A rate code will not be required to generate a policy via email templates or on the website.
|Policy: Show endorsement fee amount on Add Endorsement popup||Shows the endorsement amount on the add endorsement popup.||961||9.0|
|Prepend Incoming To/CC Email Addresses To Note||Prepends the incoming email’s To and CC addresses to the attached note body.||948||8.12|
|Receivables: Get Fees From Settlement: Default to unchecked||If enabled, default the fees to be unchecked.||923||8.14|
|Shipping: Default “Sender” to Closing Office partner on the file||The “From” on the shipping panel usually defaults to the current office. If this is set default to the closing office if there is one.||761||Pre 8.0|
|Shipping: Default Closing Office Sender Contact to Internal User||If enabled the shipping contact for the closing office partner type will be the name and phone number of the user creating the shipping label.||10047||9.12|
|Shipping: Default New Internal Users to No Shipping Accounts||
If enabled, when creating a new internal user, the new user will have access to no shipping accounts.
If disabled, when creating a new internal user, the new user will have access to all shipping accounts.
|Shipping: Default shipment to be visible on website||When creating a new shipping item, default the item to be visible on the website.||638||Pre 8.0|
|Shipping: Require Content Type||When creating a new shipping item, require the Content field||627||Pre 8.0|
|Shipping: Show Shipping Tab||Enabled the Shipping tab.||619||Pre 8.0|
|Signings: Display Customer Internal User Field 1||On the Signings tab, displays a dropdown above the data grid in the Signing Schedule section that allows you to select an internal user from a list of all enabled internal users. The label to the left of the dropdown is determined by the SigningsCustomInternalUserLabel1 value in the ApplicationConfig table.||701||Pre 8.0|
|Signings: Display Customer Internal User Field 2||On the Signings tab, displays a dropdown above the data grid in the Signing Schedule section that allows you to select an internal user from a list of all enabled internal users. The label to the left of the dropdown is determined by the SigningsCustomInternalUserLabel2 value in the ApplicationConfig table.||702||Pre 8.0|
|Signings: Display Customer Internal User Field 3||On the Signings tab, displays a dropdown above the data grid in the Signing Schedule section that allows you to select an internal user from a list of all enabled internal users. The label to the left of the dropdown is determined by the SigningsCustomInternalUserLabel3 value in the ApplicationConfig table.||703||Pre 8.0|
|Signings: Do Not Display Loan Amount||On the Signings tab, do not display the loan amount textbox.||679||Pre 8.0|
|Signings: Do Not Warn About Out-of-hours Signing or Settlement Time||On the Signings panel, this will not show the warning out of hours popup.||757||Pre 8.0|
|Signings: Enable Signing Calendar||Enables the Signing Calendar if the user role Tabs: View: Signings (ID 1187) is also enabled. |
When this office option and the user role are enabled, these 3 controls, which allows the user to open the signing calendar panel, are visible:
|Signings: Notary: Include All Partner Types When Selecting Notary||On the Signings tab, allow any partner type to be used as a notary, instead of limiting the partner type to Notary.||640||Pre 8.0|
|Signings: Require Closing Office||On the Signings panel, require a Closing Office to be selected from the drop-down.||678||Pre 8.0|
|Use ZipWhip||When enabled, use the Zipwhip integration for texting.||10020||9.9|
|Validate Date Range in General File and Policy Tabs||Validates the date ranges for the dates listed on the general file and policy tabs. The default data range is 11 months, but can be configured using GeneralFilePolicyValidateDataRange application config (must be an integer value).||952||8.19|