Your software includes hundreds of documents, most of these documents you never see because the "Autoselection" controls. Autoselection makes documents appear in your print batches based on the criteria of transaction you are doing.

Autoselection works by matching the characteristics of your closing files with the selection criteria for the documents. For example, the Condo Rider's settings make it appear in the Closing batch only when the "Condo" option is selected in your file. The Right of Rescission's settings allow it to appear only when "Refinance" and "Owner Occupied" are selected.

You can easily change what appears in your print batches by changing the selection criteria for individual documents. Follow these simple steps:

Click the Info menu, then Document Setup to open the Document Information screen. Click the List button and retrieve the document for which you want to change the selection settings.

For a document to be included in a print batch, the Eligible for Automatic Selection box must be checked. Set the print batch for the document by clicking the menu to the right.

Click the Automatic Selection Settings button to open the Automatic Selection Settings screen. The options you set here will cause this document to appear in the print batch only when these specific conditions are met.

In the example, "Rescissi" is set to appear only for refinance transactions and when the property is owner occupied. Documents can also be set by the other criteria listed. Choosing Select Suppressed (Black) causes the document to appear suppressed (black) in the print batch.

Fields in the top half of the Automatic Selection Settings screen allow you to set a document to appear only for one state, loan type, investor, originator or title insurer. The Condition field can contain more complex rules that you should not change without speaking with us.