Overview
As the first signing service to integrate with Resware in 2012, Signature Closers offers the most robust and complete integration to the Resware platform among signing services and platforms. Signature Closers provides full- and self-service signing support for title companies and lenders via our vetted, compliant, eNotary-capable network of notary signing agents and attorneys. The SYNC platform, built on Signature’s 12+ years of full-service signing management best practices, provides the most configurable, transparent, Resware-ready, and cost-effective solution for companies looking to automate and manage signings in-house.
Contact: | Mark Fleming Jr. (614) 448-7750 |
Website: | |
Time/Cost: | None |
Resware: | 1 hour set up |
Webinar
Setup
This demonstrates how to set up and use this integration.
Begin here: Contact Mark Fleming, Jr. at mark.fleming@signatureclosers.com or (614) 448-7750 to enable either the full-service or SYNC (self-service) integration with Signature Closers. Inform Signature Closers the account will be a Resware integration. Account information will be provided, including the client ID, username, and password.
Next: Complete the following set up steps.
Note: All sections except SYNC – Signature Closer’s self-service integration are needed for the full-service integration. Include the SYNC (self-service) sections and make the changes needed when using the SYNC integration.
Next: Contact support@resware.qualia.com to update the configuration files based on either the full-service or self-service integration.
Then: Test.
Version history
| Version | Date | ID | Description |
|---|---|---|---|
| 9.1 | 7/30/2018 | Integration available | |
10/23/2019 | Information updated: Email template includes Transmit via XML added |
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 role.
Create a Signature Closers partner
Admin> Partners
- Click New.
- Enter a Company Name, such as Signature Closers.
- Enter the partner’s information and Add the Partner Type as Notary.
- Click Edit Counties and enable the partner for the states and counties where the 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 services to be utilized.
- Click Generate to populate a Password. This will ensure company-specific password validation rules are met. Write down this password to use in the validation step.
- Enable the following Website Roles:
- Web Services: Add Documents
- Web Services: Add Notes
- Web Services: Get Documents
- Web Services: Get Notes
- Web Services: Order Placement
- Web Services: Search Files
- In the Office Access area, verify Access is enabled for the office where this integration will be used.
- 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 properly, log into the company’s Resware website with the username and password created in the prior step and create a new password. Provide this new password to Signature Closers.
Note: It may be beneficial to set the expiration date of this password on the partner employee setup out for an extended period of time. 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 Signature Closers to ensure the documents are returned on the file’s Documents panel.
Set up the XML tab on products
Admin> Action Lists> Product Types
- Edit each product where Signature Closers functionality is needed.
- Click the XML tab.
- If the ResWare XML package already exists on the product, skip to the next product type.
- If ResWare XML is not currently listed, click Add and select ResWare from the drop-down.
- Click OK.
- Click Save, Close.
Resware to Resware partner mappings
Admin> Partner-Related> ResWare to ResWare Partner Mappings
- Click Add, then click Select to search for the partner added in the partner added in the prior step.
- Enter the Username and Password as provided by Signature Closers.
Order Placement
- Verify the Service Type is set to Order Placement in the drop-down.
- Enter the URL as https://www.signatureclosers.com/Resware/OrderPlacementService.svc.
- Enter the Client ID provided by Signature Closers.
- Enter 1 for the Office ID.
- Select v3 as the Service Version.
- Enable Don’t Send Sales Price or SSNs.
- Click Add in the Transaction/Product Type Mapping area.
- Select a Transaction Type from the drop-down.
- Select a Product Type from the drop-down.
- Enter 1 as the Remote Transaction ID for the transaction being added.
- Enter 1 as the Remote Product ID for the product being added.
- Click Save.
- Repeat above steps for each transaction/product type that will be using this integration.
- Click Add in the Primary Contact Mapping area.
- Select a Contact from the drop-down; it does not matter which one is chosen.
- Enter 1 as the Remote ID.
- Enable Default.
- Click Save.
All notifications for orders will default to the primary contact set up with Signature Closers. This is the typical setup when a shared mailbox is used like scheduling@xyztitle.com and multiple people work from this email account.
If signings have specific contacts and are managed separately, then multiple contacts can be setup with Signature Closers and added in Resware as follows:
- Click Add in the Primary Contact Mapping area.
- Select a Contact from the drop-down.
- Enter 1 as the Remote ID.
- Do not enable Default.
- Click Save.
- Highlight the user added and click Edit to enter the RemoteID to match the InternalUserID.
- Click Save.
- Repeat above steps to add additional users as needed.
If using the full-service integration, provide Signature Closers the Name and RemoteID for each user added. If using SYNC, this information is entered on the SYNC website at Settings/Users.
Signing
- Select Signing from the Service Type drop-down.
- Enter the URL as https://www.signatureclosers.com/Resware/ReceiveSigningService.svc.
- Click Add in the Signing Type Mapping area.
- From the drop-down, select a Signing Type such as Purchase.
- Enter the corresponding Remote ID from the following list:
- 1: Standard
- 2: Purchase
- 3: Correction
- 4: Investment
- 5: Pre-Closing Documents
- 6: 2-Part
- 7: Mortgage Only
- 8: Lender Designated
- 9: Other
- 10: Refinance
- If additional signing types are needed, contact support to add them in Resware. Also contact Signature Closers to add them on their side.
Note/Document
- Select Note/Document from the Service Type drop-down.
- Enter the URL as https://www.signatureclosers.com/ResWare/ReceiveNoteService.svc
- Enter 1 as the CoordinatorTypeID.
- Click Add in the Document Type Mapping area.
- Select the Search Request Document Type from the drop-down.
- Enter 1 as the Remote ID. Unique values are not needed for each document type.
- Click Save.
- Repeat the above steps for each document type required based on services provided.
- Click Save.
Note: Documents from Resware are associated to the order, not the individual signings. If multiple signings occur on a single file, then additional document types will need to be created in Resware to distinguish a second signing (e.g. Signing 2 – Closing Package). Provide Signature Closers with the DocumentTypeID for any document types specific to a multiple closing. Otherwise documents received by Signature Closers will be associated with the earliest open signing.
Send XML manually (Test)
The following steps will send the information to Signature Closers manually. This is typically used only to test the integration. Setting up actions in the workflow is preferred to manage the integration and reviewed in the next section of this article.
File> General
- Click Add in the Partners/Buyers/Sellers/Property area to add the Signature Closers partner as the Notary partner type on a file.
- Exit file and re-open it. The XML tab will now be visible.
File> XML> ResWare to ResWare
- In the XML Message drop-down, select ResWare: Send Order – Signature Closers.
- Click Send.
If multiple users are setup with Signature Closers, a pop-up window will display asking the user to select a specific contact name.
Messages will display on this panel confirming the order, the signing, and note/documents which are sent successfully or provide information if an error occurs.
File> Signings
Before sending an XML signing request, a signing needs to be created with Signature Closers assigned as the notary partner.
- Click on Add to create a signing.
- Complete the needed information including adding Signature Closers as the Notary in the Additional Parties area. Signing Type, Date/Time, and Location are fields required by Signature Closers.
Note: For dual or two-part signing scenarios, contact Signature Closers to review the process.
#Hashtags
Signature Closers created #Hashtags which can be used in the Special Instructions area on the File/Signings panel to send additional information not otherwise included in the Signings XML. Detailed information can be found on the SYNC website at Settings/ResWare Integration/Special Instruction #Hashtags. The following are the current hashtags available:
- #Skip# Skip the Assignment Rule’s Scheduling Actions.
- #fax# Signing requires the notary to fax or scan documents back.
- #nodocs# Immediately moves the status to Docs Forwarded, Pending Closing when the notary is assigned.
- #rate:___# Override the Assignment Rule’s default rate.
- #pre:___# Notes the notary will see before accepting a signing.
- #preferred:___# Email address or addresses for preferred notaries.
- #ccstatusplus:___# Emails to copy on status emails and the notary confirmation.
- #ccstatusonly:___# Emails to copy on status emails only.
File> XML> ResWare to ResWare
- In the XML Message drop-down, select ResWare: Send Signing – Signature Closers.
- Click Send.
- Confirm message Signing(s) sent: Closing saved successfully. Thank you! (Signing Name: Signing 1; Signing Number 0) is received.
File/Notes Documents sent to Signature Closers must be mapped as shown in the ResWare to ResWare Mapping steps for the Notes/Document Service Type. Sending file documents to Signature Closers on the Notes panel will be sent via XML.
- Click New to create a note.
- Enter a Subject.
- Enter a Note.
- Click Save, Send to open the Send Information panel.
- Click Add Doc in the Attachments area to add the document being sent to Signature Closers. Repeat if sending multiple documents.
Note: Signature Closers can save up to 10 documents to a single closing. If more documents need to be sent, combine documents into a .pdf prior to sending.
- Select Signature Closers in the Partners/Buyers/Sellers area by clicking in the box to the left of the partner name.
- Click Send.
Correspondence samples
This is a sample of an email that Signature Closers will send to the title company to confirm that a signing request has been received and that they are actively assigning it to a notary.
This is a sample of an email Signature Closers will send to the title company once a notary has been assigned and scheduled. A preliminary invoice will be attached to this email along with a document detailing the closing information and assigned notary contact information.
Set up auto-order placement
The following setup will send the order to Signature Closers as soon as the Signature Closers partner is added to the file. This does not send a signing request. Rather, it sends over the general order information such as the property address before the signing is sent. This step is required before a signing request can be sent.
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 the Name as Send Order to Signature Closers.
- Click Save.
- Select a Coordinator in the Start Task area. Since this is automated, it doesn’t matter which is selected.
- Check Auto-start when Added to File.
- Select a Coordinator in the Complete Task area. Since this is automated, it doesn’t matter which is selected.
- Check Auto-start when Added to File.
- Click Selected in the Partner Specific area, then click Add to add the Signature Closers partner.
- Click Save.
- Highlight the action that was just added and click Edit Affects.
- In the Complete Task Marked Done Affects area, click Add.
- In the 5 – Marking Done Sends XML area:
- Select ResWare: Send Order in the XML drop-down.
- Select Notary in the Send To drop-down.
- Click Save.
- In the 5 – Marking Done Sends XML area:
Note: For further information on adding to the action workflow, see the additional articles available on the customer portal.
Set up an action to request a signing
Setting up the following action will allow a user to send a signing request to Signature Closers from within the workflow of the file. Prior to completing this action, the user would need to create a signing on the Signings tab in Resware.
Note: Sending multiple signings requires that each signing is created and processed separately. Add the first signing, send the XML order, send the XML signing request, and verify it was received successfully, then repeat for the second signing. Contact Signature Closers to review the steps for sending dual and two-part signings.
Admin> Action Lists> Action Groups
- Highlight the group where the signing and/or closing actions exist.
- Click Edit Actions.
- Click Add Action.
- Click New Global Action and enter the Name as Send Signing to Signature Closers.
- Click Save.
- Check Dynamic.
- Select a Coordinator in the Start Task area (whomever normally deals with signings/closings).
- Check Auto-start when Added to File.
- Select a Coordinator in the Complete Task area (whomever normally deals with signings/closings).
- Click Selected in the Partner Specific area, then click Add to add the Signature Closers partner.
- Click Save.
Set up an action to send a closing package
Documents can be sent to Signature Closers 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 closing package document type on completion of the action.
Admin> Action Lists> Email Templates
- Click New and enter a Template Name like XML to Signature Closers with closing package.
- Select Automatically send (no user interaction) in the Send Action drop-down.
- Select Email Only in the Send Method drop-down.
- Check Attach by Document Type and Click Select Doc Types and select the documents to send such as Closing Package (unsigned).
- Check Attach Most Recently Created Document Only to ensure that the latest version of the document types on a file are being sent.
- Check Transmit Via XML.
- Click Save.
- In the Partner Specific area, check Selected and click Add to add the Signature Closers partner.
- Click on Select to open the Send To panel and select the Notary 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 the Name as Send Closing Package to Signature Closers.
- 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 signings/closings).
- Select Auto-start when Added to File.
- Select a Coordinator in the Complete Task area (whomever normally deals with signings/closings).
- Click Selected in the Partner Specific area, then click Add to add the Signature Closers partner.
- Click Save.
Note: This concludes the set up necessary for the full-service integration. The next section includes the additional steps necessary if the optional SYNC self-service integration is being used. Verify with Signature Closers which service is being used before proceeding.
SYNC – Signature Closer’s self-service integration
This integration will allow the user to remain in Resware to handle detailed steps of the notary process without needing to manage the process on the SYNC website. There is an event that can switch from self-service to full-service on a file when needed. Contact Signature Closers for more information and a demonstration of this process. The service accepts the file number of the signing and an action event code. If more than one open signing exists in SYNC with that file number, then the signing scheduled to happen first is used. For two-part signings, SYNC will need to be accessed directly to perform the action on the second part of the signing if the first part is still open.
Using the instructions above, the following additions and changes are required to utilize SYNC, the self-service integration.
Resware to SYNC
The following optional events, along with their SYNC codes and descriptions, are available to add in Resware to send information to SYNC. These events are sent as action affects and are mapped in Resware to Resware to the Signature Closers partner.
| Code | Description of SYNC Event |
|---|---|
5,10,15,20,25,50,75, & 100 | Increments the rate by $5, $10, $15, $20, $25, $50, $75, or $100, respectively. If a notary is assigned, then the notary will receive an updated confirmation with the new rate. Pass a negative number to decrease the rate by any of those amounts. |
110 | Un-assigns the notary from a signing. The notary will receive a confirmation that he or she was un-assigned. |
179 | Deletes the preferred notary information sent originally via the Signing XML when the notary’s email is entered in the Special Instructions area on the Signings panel in Resware using this format: #preferred:x@x,.x#. (Replace x@x.x with an actual email). |
180 | Assigns the preferred notary sent via the Signing XML when the notary’s email is entered in the Special Instructions area on the Signings panel in Resware using this format: #preferred:x@x.x#. (Replace x@x.x with an actual email). The preferred notary must be in compliance and active to be assigned. If the notary works with a team or partner notaries, then the parent notary is assigned as the notary for the signing. To change the partner assigned, open the signing in SYNC and use the Change Partner button below the notary’s picture to select the partner that will complete the signing. If multiple preferred notaries were sent, then the first preferred notary is assigned. |
181 | Resends the notary confirmation to the notary. |
182 | Resends the notary confirmation to the title company contact, his or her team (if applicable), and any status plus contacts sent using #ccstatusplus:x@x.x# (Replace x@x.x with an actual email) in the Special Instructions area on the Signings panel in Resware. |
199 | Deletes all documents uploaded to the signing (including shipping labels automatically created by SYNC when the signing was created) before the signing is complete. Documents are automatically deleted from signings at 4:30 a.m. ET five days after the signing. |
200 | Changes the status of the closing to Docs Forwarded, Pending Closing (when a notary is assigned) or to resend the Documents Available email to the notary with links to download the documents. |
201 | Changes the status when the notary confirms the signing with the signers. The notary can change the status via the Signing Catch app and online.
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202 |
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203 |
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211 |
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212 |
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213 |
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214 |
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299 | Checks the notary in at the signing. |
300 | Closes out a file and mark it as Completed Successfully. The notary has an opportunity to close the file using the Signing Catch mobile app, calling Signature’s 888 number in the confirmation email, or by updating the status of the signing online. Any open signings at the end of the month will be marked as Completed Successfully if not updated otherwise. |
305 | Closes out a file and mark it as Did Not Sign (Trip Fee). This status indicates the notary made a trip or started his or her trip to meet the signers, and the signers did not want to sign the documents. By default, the notary’s fee is cut in half since the signers did not sign, but the notary still made an effort to meet the signers to have the documents signed. The notary can also indicate the signing was a ‘no sign’ via the Signing Catch app, by calling it in or updating the status online. |
400 | Cancels a signing before the notary makes a trip to meet the signers. Cancelled files do not incur a SYNC fee and the notary, if assigned, is not paid. Confirmations of the cancellation are sent to the notary and any contact on the signing (excluding the signers). |
614 | Sends an unassigned signing to Signature’s full-service team to manage. A higher fee may be associated with signings ‘Sent to Signature.’ Once sent, Signature will see the signing to completion. To take the signing back in-house, cancel the signing and resend the Order XML and Signing XML to create a new signing. |
1001 + | Used when a notary proposes a price for a signing, SYNC will send a note to Resware with the notary’s name, phone number, proposed price, any notes, Signature Tier, error rate, and the 100x Action Event Code to send SYNC to assign that notary. The first proposed price will be 1001, the second 1002, etc. |
Admin> Action Lists> Action Events
Determine the SYNC codes to incorporate into the action workflow and set them up as action events. These events will need to be added as action affects.
- Click Add.
- Enter the Name from the available options as shown in the screenshot.
- Click Save.
- Repeat to add the needed events.
Note: The ActionEventDefID’s will not necessarily match the Code provided by Signature Closers for these specific action events.
Admin> Action Lists> Action Groups
Select an action or create a new action to add an affect that will send an action event.
- Highlight the action where an event is to be sent to Signature Closers and click Edit Affects.
- In the Complete Task Marked Done Affects area, click Add.
- In the 5 – Marking Done Sends XML area:
- Select ResWare: Send Action Event in the XML drop-down.
- Select Notary in the Send To drop-down.
- Select the Action Event from the drop-down that is to be sent.
- Click Save.
- In the 5 – Marking Done Sends XML area:
Note: For further information on adding to the action workflow, see the additional articles available on the customer portal.
Admin> Partner Related> ResWare to ResWare Partner Mappings
This step maps the action event(s) created above to the Signature Closer partner allowing XML transmission from Resware to Signature Closers.
- Highlight the Signature Closers partner previously created.
- Click Edit.
- Select Action Event from the Service Type drop-down.
- Enter the URL as https://www.signaturesync.com/ResWare/ReceiveActionEventService.svc
- Click Add in the Action Event Mapping area.
- Select an Action Event from the drop-down, then enter the Code as provided in the table in the prior step or the list below.
- Click Save.
- Repeat for each action event created above.
The following URLs are needed for SYNC and replace the URLs set for the full-service integration.
- Select Order Placement from the Service Type drop-down.
- Enter the URL as https://www.signaturesync.com/Resware/OrderPlacementService.svc
- Select Signing from the Service Type drop-down.
- Enter the URL as https://www.signaturesync.com/Resware/ReceiveSigningService.svc
- Select Note/Document from the Service Type drop-down.
- Enter the URL as https://www.signaturesync.com/Resware/ReceiveNoteService.svc
- Click Save.
SYNC to Resware
Following certain signing actions or based on the state of the signing at a given time, Signature SYNC can trigger an action event in Resware to start or complete an action. The service is only called when the signing was originally sent to Signature SYNC via Resware.
This is a list of the optional SYNC events. Once a corresponding action event is created and set up as a trigger on an action in Resware, SYNC can start or complete actions in the workflow.
Note: Only set up the events that support the existing action workflow. It is not necessary to use all events.
- New signing schedule.
- Sent to Signature.
- Rate proposed by notary.
- Notary assignment still pending.
- Notary assigned.
- Notary confirmed signing with borrower. (customer)
- Documents forwarded to notary.
- Notary downloaded document for signing.
- Signing rescheduled, no notary assigned.
- Signing rescheduled, notary unassigned.
- Signing rescheduled, notary assigned.
- Notary sent a Glympse.
- Notary checked in at signing.
- Signing completed successfully.
- Signers did not sign.
- Signing cancelled.
- Scan of signed documents uploaded.
- Scans or fax-backs confirmed.
- Scan of corrected document uploaded.
- Cancel with Signature.
- Signing deleted.
- Notary Needed – Send X minutes after order receipt.
- Notary Needed (Escalated) – Send X minutes before signing time.
- Docs available? – Sent 2 hours before signing.
- Unconfirmed – Send X minutes after order receipt.
- Unconfirmed (Escalated) – Send X minutes before signing time.
- Doc to Confirm – Send X minutes after docs forwarded.
- Docs to Confirm (Escalated) – Send X minutes before signing time.
- Not Checked In – Sent at the time of the signing.
- Did it close? – Sent 2 hours after signing.
- Faxes Needed – Send X minutes after signing time.
Note: X is a custom time value. Enter the actual minutes in place of the X. This custom value will also need to be defined in the SYNC website settings.
Admin> Action Lists> Action Events
Select the SYNC events to incorporate into the action workflow and set up as action events. These events will be added as triggers to start or complete actions as needed using the XML: Received Action Event trigger.
- Click Add.
- Enter Name from the available options as shown in the screenshot.
- Click Save.
- Repeat to add the needed events.
- Click Close.
Admin> Partner Related> ResWare to ResWare Partner Mappings
This section maps the Action Event(s) created above to the Signature Closer partner allowing XML transmission from SYNC to Resware using the ActionEventDefID created in the prior section.
- Highlight the Signature Closers partner previously created.
- Click Edit.
- Select Action Event from the Service Type drop-down.
- Click Add in the Action Event Mapping area.
- Select an Action Event from the drop-down, then enter the ActionEventDefID from the prior step as the Code.
- Click Save.
- Repeat for each action event created above for SYNC to Resware.
Admin> Action Lists> Action Groups
- Highlight the Action Group Name where these events will be added, click Edit Triggers.
- Click Add.
- Select XML: Received Action Event from the External Trigger drop down.
- Select an Action Event from the drop-down.
- Set an affect as needed in the workflow by completing section 1, 2, 3, and/or 4.
- Click Save.
- Repeat for all the action events needed.
- Click Save.
Note: For further information on adding to the action workflow, see the additional articles available on the customer portal.
SYNC website
Log into the SYNC website using the login and password provided by Signature Closers.
Settings> ResWare Integration> Action Event Mappings> SYNC to ResWare
- Enter the Code from the Action Event Mapping area of the Resware to Resware Partner Mapping panel for each action event created in the prior step and enter the X value if applicable.
Note: This only applies to the action events associated with actions in Resware, so fields may remain blank if not used.
Examples on a file
XML messages
File> XML> ResWare to ResWare This panel shows activity from the initial order placement to the documents being returned from Signature Closers via manual order or from an action.
Notes
File> Notes
This panel displays the XML note sent to Signature Closers with the document associations.
Signings
File> Signings
