Overview
Snap Tax & Lien Search is a product of Tax Search Technologies and provides the ability to order tax certificates and municipal lien reports with the timing, accuracy, and consistency to make the job easier with less worry and more reward. The integration with Resware allows SnapTax to push data directly to the Resware file and the ability to customize search services for purchase products, tax certifications for refinancing products, and to use custom action events for additional services such as HOA status reports from within Resware.
Contact: | Sales (312) 342-2077 |
Website: | |
Time/Cost: | Varies |
This demonstrates how to set up and use the Snap Tax & Lien Search integration.
Begin here: Contact Tax Search Technologies to register for services at (312) 342-2077 or email info@snaptaxsearch.com. Inform Tax Search Technologies that the account will be a Resware integration. Account information will be provided, including a username and password.
Next: Complete the following setup steps.
Next: Provide the following items to SnapTax: the partner employee username and password, DocumentTypeIDs, and the CoordinatorTypeID if 1 was not used as the default in the Note/Document mapping.
Then: Test.
Version history
| Version | Date | ID | Description |
|---|---|---|---|
| Pre 8.26 | 10/17/2019 | Information and screenshots created |
Create a Snap Tax & Lien Search partner
Admin> Partners
- Click New.
- Enter a Company Name, such as Snap Tax & Lien Search.
- 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.
- Click Save.
Note: This new partner must be on a file when ordering services from SnapTax. It can be auto-added by another partner, by the action list, or manually added by a user.
Create a partner employee
Admin> Partners
- Highlight the partner created above and click New in the partner employee area.
- Enter the First Name as Snap Tax Integration Services.
- Enter the Email Address as info@snaptaxsearch.com.
- Check Primary Contact, which will set this employee as the primary contact by default when the partner is added to the file.
- Check Enabled in the Website Access area, which allows the web services to be utilized.
- Check Override Username and enter the Username as SnapTax.
- 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, select the Access checkbox for the office(s) where the integration will be enabled.
- If the integration will be used in more than one office, select the Default checkbox for the main 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 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 SnapTax.
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 SnapTax which allows the documents to be returned to Resware on the file’s Documents panel.
Create new document types
Admin/Documents and Templates/Document Types
SnapTax will return search report documents based on the services requested. The following documents will need to be active document types in Resware or be created using the following steps.
| Document Type |
|---|
Tax Certificate |
Updated Tax Certificate |
Municipal Lien Certificate |
Updated Municipal Lien Certificate |
- Click Add.
- Enter the Document Type.
- Optionally, enter the Max on File. This would be the maximum number of documents with this document type allowed on a file.
- In the Website area, check Allow upload for Partner Types:
- Choose Selected, click Edit, and Add the Searcher partner type to allow only SnapTax to upload this document type to the file.
OR
- Choose All to allow any partner type to upload this document type to the file.
- Click Save.
- Repeat the above steps for each of the above document types added.
- Make note of the DocumentTypeIDs to provide to SnapTax. If this column is not visible, right click in the grid, click Show, then select DocumentTypeID.
Create action events
Create the following five action events in ResWare to facilitate, through XML, additional functionality or services on a file.
Admin> Action Lists> Action Events
- Click Add and enter the Name as SnapTax: Inquiry.
- Click Save.
- Repeat to create action events for SnapTax: Send information Response, SnapTax: Hold File, SnapTax: Resume File, and SnapTax: Cancel File.
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 prior step.
- Enter the Username and Password as provided by SnapTax.
Order Placement
- Verify that the Service Type is set to Order Placement.
- Enter the URL as https://resware.snaptaxsearch.net/OrderPlacementService.svc.
- Enter the Client ID as provided by SnapTax.
- Enter the Office ID as 1.
- Enter the Service Version as v4.
- Check the box Don’t Send Sales Price or SSNs.
- In the Transaction/Product Type Mapping area, add the transaction/products that will use the services SnapTax provides.
- Click Add to map a Resware transaction/product.
- Select the Transaction Type from the drop-down menu.
- Select the Product Type from the drop-down menu.
- The Remote Transaction ID is not used for this integration. If the Transaction Type ID appears, continue, otherwise enter a 1.
- Enter a 10 for the Remote Product ID if ordering a tax certificate only, or enter a 25if ordering a municipal lien search which includes a tax certificate.
- Click Save.
- Repeat for each transaction/product that will use the SnapTax services.
- The Primary Contact Mappingarea maps the Resware user to the SnapTax account user.
- Click Add to map an internal user to their account with SnapTax.
- Select the Contact from the drop-down menu.
- Enter the Remote ID as 1.
- Highlight the entry that was just added.
- Click Edit.
- Update the Remote ID to match the actual InternalUserID shown on the panel.
- If only one internal user will be mapped, check Default.
- Click Save.
- Repeat for each user as needed.
- Click Add to map an internal user to their account with SnapTax.
Notes/Documents
- Set the Service type to Notes/Documents in the drop-down menu.
- Enter the URL as https://resware.snaptaxsearch.net/ReceiveNoteService.svc.
- Enter the Coordinator Type ID as 1. If set to a different coordinator, provide the CoordinatorTypeID to SnapTax.
- The Document Type Mappingarea maps all document types that will be sent from Resware to SnapTax.
- Click Add.
- Select Additional Order Information as the Document Type from the drop-down menu.
- The Remote ID is not used for this integration. If the DocumentTypeID appears, continue, otherwise enter a 1.
Note: SnapTax receives all document types without pre-assigned RemoteIDs, therefore all documents can be mapped to their own DocumentTypeID or to 1.
Action Events
The following chart shows the action events available to send to SnapTax with the integration. Each action event mapped also needs to be added as an action in the workflow. This adds additional notification functionalities between the Resware and SnapTax.
| Action Event | Code | Description |
|---|---|---|
SnapTax: Inquiry | 10 | This action event is an automatic request for file status. It can include an additional note, but is not necessary. |
SnapTax: Information Response | 20 | When responding to a SnapTax request for information, this action event may be used to send the supporting note and/or documents using an email template. |
SnapTax: Hold File | 35 | This action event will place a hold on the tax/lien request. SnapTax will not continue until a Resume File action event is received. No other action events or notes are required. |
SnapTax: Resume File | 40 | This action event will resume the tax certification process. No other notes or documents are required. |
SnapTax: Cancel File | 99 | This action event will cancel the tax/lien process. No other notes or documents are required. |
- Set the Service to Action Event in the drop-down menu.
- Enter the URL as https://resware.snaptaxsearch.net/ReceiveActionEventService.svc.
- The Action Event Mapping area maps action events from Resware to request SnapTax events.
- Click Add.
- Select the Action Event Inquiry from the drop-down menu.
- Enter the Code as 10 from the chart above.
- Click Save.
- Repeat for each action event.
- Click Save.
Enable the XML tab on products
Admin> Action Lists> Product Types
- Edit each product on which enabling the SnapTax functionality is needed.
- Click the XML tab. If the ResWare XML package already exists on the product, skip to the next product type.
- Click Add and select ResWare from the drop-down menu.
- Click OK.
- Click Save.
- Click Close.
Note: Log out of Resware to refresh the system prior to continuing.
Automation of search requests and action events
Request order action
Admin> Action Lists> Action Groups
The following step will create an action that will send the order request to SnapTax. Highlight the action group that should have the new action and click Edit Actions.
- Click Add Action.
- Click New Global Action.
- Enter an Action Name such as SnapTax: Request order.
- Click Save.
- Select a Coordinator for the start and complete of the action.
- Other options, such as Auto-start when Added to File, may be utilized, depending on what is needed to make the flow of the action group work for each customer.
- Click Save.
- Highlight the action for SnapTax: Request order that was just added and click Edit Affects.
- Click Add in the Complete Task Marked Done Affects section.
- In 5 – Marking Done Sends XML, select the following:
- XML: ResWare: Send Order.
- Send To: Searcher
- Click Save.
Action events
Admin> Action Lists> Action Groups
The following steps will create actions that have affects which will send action events to SnapTax.
- Highlight the action group that should have the new action and click Edit Actions.
- Click Add Action.
- Click New Global Action.
- Enter an Action Name like SnapTax: Request status update.
- Click Save.
- Select a Coordinator for the start and complete of the action.
- Other options, such as Auto-start when Added to File, may be utilized, depending on what is needed to make the flow of the action group work for each customer.
- Click Save.
- Highlight the action for SnapTax: Request status update that was just added and click Edit Affects.
- Click Add in the Complete Task Marked Done Affects section.
- In 5 – Marking Done Sends XML, select the following:
- XML: ResWare: Send Action Event.
- Send To: Searcher
- Action Event: SnapTax: Inquiry.
- Click Save.
- Repeat steps to create an action and add an affect for each action event: SnapTax: Send information response, SnapTax: Resume file, SnapTax: Hold file, and SnapTax: Cancel file.
Note: On the SnapTax: Send information response action, add an email template to facilitate sending the additional information document to SnapTax (see the email template section).
Email template
Admin> Action Lists> Email Templates> New
- Enter a Template Name such as XML to Snap Tax & Lien Search.
- Select Automatically send (no user interaction) from the Send Action drop-down menu. This will send the attached document automatically via XML when the action is completed.
- Select Email Only from the Send Method drop-down menu.
- Enter an Email Subject such as Providing additional information.
- In the Attachments area, check the Attach by Document Type checkbox and click Select Doc Types to select the document(s) that will be attached.
- Check the Select box for the Additional Order Information document type.
- Click Save.
- Check the Transmit Via XML checkbox.
- In the Partner Specific area, select the Selected option and click Add to search for and add the Snap Tax & Lien Search partner.
- Click Save.
Modify the global action
Admin> Action Lists> Global Action> Edit
Edit the global action, SnapTax: Send information response, to add the document as a requirement on the file before the action that sends the email and the email template can be completed.
- In the Completing Requires Documents area, click Add to add the document.
- In the Completing Email Templates area, click Add to add the email template.
Note: For further information on adding to the action workflow, see the additional articles available on the customer portal.
Examples on a file
Manually send search request
File> XML
- Select ResWare: Send Order – Snap Tax & Lien Search in the XML Message drop-down menu, then click Send.
General
File> General
When an order has been successfully received by SnapTax, the file number automatically populates in the File Number field on the partner panel.
XML messages
File> XML> ResWare to ResWare XML messages are shown when the order is sent with the SnapTax file number in the Comments column, when documents are received or sent, or if there are any issues with processing either request.
Notes and documents
File> Notes
SnapTax will return the search results by attaching documents to the file.
File> Documents
Action workflow example
File> Actions
The request for the order must be sent to SnapTax first. This opens the initial order and allows SnapTax to return the file number to the partner on the file. Once this step is complete, then the action events can be completed in any order as needed. The action events may even be set up as optional and/or dynamic and will only appear on the file if they are necessary.
