Expere Transaction XPaths for eOriginal

The following Expere Txn XPaths should be used when working with eOriginal transactions to ensure proper eNote creation and execution.

Note: Those XPaths designed with an asterisk (*) contain values that can be captured as part of package info in the PKG or inline package through a PackageInformation element. This element contains information about how the package should be processed in SmartSign Plus. This object is used when integrating with SmartSign Plus by way of EZ Config Package and Packets or a custom PKG file.

For more information, see PackageInformation in the Hosted Expere / Expere Document Services Web Services Guide.

Package collection


Txn XPath	XPath Option/Description
/Txn/EOriginalSSPlusGroups*	An object (`EOriginalSSPlusGroupsType`) containing a collection of SmartSign Plus groups; this includes child Xpaths `EOriginalSSPlusGroup` and `GroupName`,
/Txn/EOriginalSSPlusGroups/EOriginalSSPlusGroup	Contains information about a Smart Sign Plus group
/Txn/EOriginalSSPlusGroups/EOriginalSSPlusGroup/GroupName	Group name must be distinct.
/Txn/EOriginalVaultName	EOriginalVaultName is an optional alpha/numeric, user-defined field. This is a pre-configured value setup within eOriginal SmartSign Plus.
/Txn/EOriginalTransactionTypeName	Specifies the transaction type template for an eOriginal transaction. Transaction types are reusable transaction templates. Data, settings, and document types are pre-configured and saved in a transaction type, alleviating the need to input data and add documents each time a transaction is created. This is an optional preconfigured value setup within eOriginal.
/Txn/EClosingType	0, missing or blank = no eNote present in the package 1 = eNote only 2 = Full eClosing (not supported)
/Txn/EClosingNoteInd	Indicates the lender wants to include the full eNote and not the placeholder eNote. 0 = False 1 = True
/Txn/EOriginalSSPlusFieldSupport	Renames the Expere fields in a SmartSign Plus format; used with an ESignatureAndFieldSupport ancillary output type. Possible values are: 0=false (default) 1=true Note: If moving from WKES to SmartSign Plus, remove `eSignatureWKES` from the request.
/Txn/EOriginalDestructionType	0 = Do NOT execute Destruction 1 = Destruct managed doc profiles only 2 = Destruct ALL doc Profiles 3 = Destruct Transaction
/Txn/EOriginalSSPlusDeliveryType	Indicates how the user is requesting to have their documents setup in SmartSign Plus for Delivery and Vaulting. 0, Blank, or Missing = Expere will send eNotes only to SmartSign Plus to be vaulted. All other documents will not be sent 1 = All documents are uploaded for Delivery. The eNote is vaulted and any other documents are Delivery Only. 2 = All documents are uploaded for Delivery & Vaulted (documents must be flagged for vaulting).
/Txn/EOriginalSSPlusPackageNameDesc	Indicates a string of data that will be included in the SmartSign Plus package name in conjunction with the package name from the expere response. This data could include, but is not limited to: Loan Identifier, Borrower Name, Line of Business, etc. Note: The `/Txn/EOriginalSSPlusPackageNameDesc` value appears before the Expere package name.
/Txn/EOriginalUseClosingCenterInd	Determines whether or not to use eOriginal Closing Center; 0=false (default); if the value is "0" or is missing or blank, Package is not sent to Closing Center 1=true; if the value is "1", Package is sent to Closing Center via SmartSign Plus
/Txn/EOriginalSSPlusPackageMailingInd	Determines whether to use a Participant or Package-level mailing. Participant: 0, Blank, or Missing Package: 1
/Txn/EOriginalSSPlusPackageTRIDExpirationDate	Specifies the date the package is sent to print fulfillment; format should be YYYYMMDD.
/Txn/EOriginalUseSSPlusInd	Enables the use of SmartSign Plus; 0, blank or missing = uses the current setting as configured in the Document Generation Services Tool Suite SETUP page > Use SmartSign Plus checkbox. 1 = enables the use of SmartSign Plus, regardless of the current setting as configured in the Document Generation Services Tool Suite SETUP page > Use SmartSign Plus checkbox.
/Txn/EOriginalSSPlusPackageAvailableDateTime	The date and time (UTC) of when the package will be available to the signers. A DateTime format would resemble the following: `20220720T9:58:44`
/Txn/EOriginalSSPlusParticipantSpecificSigningOrderInd	0, blank or missing = "signingOrder" on the package is set to "ANY" 1 = "signingOrder" on the package is set to "PARTICIPANT"
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/SigningOrderValueNumber	The signing order value (integer) for the participant.

Package mailing collection

Note: Use the Package mailing collection, if /Txn/EOriginalSSPlusPackageMailingInd=1.


Txn XPath	XPath Option/Description
/Txn/EOriginalSSPlusPrintMailingRecipientName	Recipient name to be used on package level outbound mailing.
/Txn/EOriginalSSPlusPrintMailingAddressCountry	Country of the recipient. Only necessary when doing international shipping.
Txn/EOriginalSSPlusPrintMailingStreetAddress	Mailing address of the recipient.
Txn/EOriginalSSPlusPrintMailingStreetAddress2	Secondary mailing address of the recipient.
/Txn/EOriginalSSPlusPrintMailingCity	Mailing city of the recipient.
/Txn/EOriginalSSPlusPrintMailingState	Mailing state of the recipient.
/Txn/EOriginalSSPlusPrintMailingPostalCode	Mailing zipcode of the recipient.
/Txn/EOriginalSSPlusPrintMailingCostCenterDesc	An optional metadata field used to determine to track packages to specific cost centers within a financial institution.
/Txn/EOriginalSSPlusPrintMailingCarrierName	Provider delivering the documents. Possible values consist of the following: FedEx Standard Overnight FedEx Priority Overnight UPS Next Day Air UPS Second Day Air UPS Expedited, Express Note: A comma should be included between "Expedited" and "Express" UPS Ground UPS Three Day Select UPS Next Day Air Saver UPS Next Day Air Early AM UPS Saver USPS First Class USPS Priority USPS Priority Express USPS First Class International USPS Priority International USPS Priority Express International
/Txn/EOriginalSSPlusPrintMailingCopiesCount	This string value contains the number of copies, including original.
/Txn/EOriginalSSPlusPrintMailingColorInd	This parameter indicates whether or not the documents / package will print in color.
/Txn/EOriginalSSPlusPrintMailingBusinessReturnEnvelopeInd	Determines whether to include a Business Return Envelope (BRE). 0=False (Default); a business return envelope is not included 1=True; If true, a business return envelope is included.
/Txn/EOriginalSSPlusPrintMailingBusinessReturnEnvelopeID	The unique ID of the Business Return Envelope (BRE).

Expiration setup


Txn XPath	XPath Option/Description
/Txn/EOriginalSSPlusExpirationType	This parameter specifies the type of timer that applies to the package using the following enumerated values: NONE: No timers are applied. SCHEDULED: On expiration, the status will update to “Expired”. EXPIRE_TO_PRINT: The corresponding package status will be updated to "Expired Print Eligible" in SmartSign Plus. DIRECT_TO_PRINT: The corresponding package will be sent to "Direct To Print" in SmartSign Plus. Note: The `/Txn/EOriginalSSPlusExpirationType` XPath is set from the Expere response or Expere EZ Config Packages and Packets, unless overwritten by the transaction
/Txn/EOriginalSSPlusElectronicPackageExpirationTimeDesc	Timestamp for electronic expiration. This is dependent on the expiration type passed.
/Txn/EOriginalSSPlusElectronicPackageExpirationDaysCount	Package will expire in the configured number of calendar days when invites are sent out/the scheduled date.
/Txn/EOriginalSSPlusPackageTRIDExpirationDate	Specifies the date the package is sent to print fulfillment.
/Txn/EOriginalSSPlusUseManualDateInd	Determines whether to use an automated date for signature date fields or to allow users to manually enter a date. 0=False (Default is AutoDate); this will print and be used for signature date fields only 1=True; If true, manual entry date fields will be used for signature dates, instead of an Auto Date.

Participants collection


Txn XPath	XPath Option/Description
/Txn/EOriginalSSPlusParticipants	A collection of Smart Sign Plus Participants
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant	Contains information about a Smart Sign Plus Participant
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/AccessMethodType*	Determines how users will access their package; following values consist of the following: EMAIL; package to be signed via email API; package to be signed in person Note: If `AccessMethod = Email` and the Email is missing for the participant, the following message appears: "Signing party with id {id} is missing email, package will not be completed. Please reorder package or log into SmartSign Plus to complete." If using eOriginal Closing Center, the value must be set to "API" which will trigger an in-person signing. If passed in the transaction, it would override EZ Config Packages and Packets package (PKG) setup. `/Txn/EOriginalSSPlusParticipants/ EOriginalSSPlusParticipant/AccessMethodType*` is required only if there are no PKG or EZ Config Packages and Packets passed.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/SSN	A string of data including the participant social security number (SSN); string must consist of nine digits.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/IdentityVerificationCustomPINInd	If true, the custom PIN has been enabled for identity verification. 0=false (default); if the value is "0" or is missing or blank, custom PIN is not enabled 1=true; if the value is "1", custom PIN is enabled
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/IdentityVerificationCustomPINValue	Specifies the value of the custom PIN for identity verification.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/IdentityVerificationCustomPINHintInd	If "1", the custom PIN Hint has been enabled for identity verification.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/IdentityVerificationCustomPINHintDesc	A string of data including the custom PIN hint.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/IdentityVerificationCustomPINSMSDeliveryInd	If "1", the custom PIN SMS Delivery has been enabled. The phone number being used should be a mobile number.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/IdentityVerificationSMSOneTimePINInd	If true, the SMS One Time Pin has been enabled for identity verification.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/RembrandtIDRefs	The unique identifier(s) of the participant. Multiple RembrandtID’s can be passed, separated by a space. When multiple unique RembrandID values are present for the same person responsible for multiple roles, only one Participant ID is created in SmartSign Plus.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/RelatedPartyIDRefs	The unique identifier(s) of parties who the participant should sign/acknowledge documents on behalf of. Multiple RembrandtID’s can be passed separated by a space. When multiple unique RembrandID values are present for the same person responsible for multiple roles, only one Participant ID is created in SmartSign Plus.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/FirstName	A string of data including the participant's given name.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/LastName	A string of data including the participant's family name.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/MiddleName	A string of data including the participant's middle name.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/Suffix	A string of data including the participant's suffix.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/EmailAddress	A string of data including the participant's email.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/PhoneNumber	The phone number of the participant, this needs to be a mobile number if using SMS for ID Verification or Custom Pin delivery. This needs to be a mobile number if using SMS for ID Verification or Custom Pin delivery.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/CustomFields	A collection of SmartSign Plus participant custom fields.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/CustomFields/CustomField	Contains information about a Smart Sign Plus participant custom field.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/CustomFields/CustomField/Name	The name of the SmartSign Plus participant custom field. Custom fields are defined in SmartSign Plus > Administration> Settings > Doc and Package Management > Custom Fields.
/Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/CustomFields/CustomField/Value	The value of the SmartSign Plus participant custom field.

Participant mailing collection

Note: Use the Participant mailing collection, if /Txn/EOriginalSSPlusPackageMailingInd=0 (or blank/missing).


Txn XPath	XPath Option/Description
/Txn/EOriginalSSPlusPrintMailings	A collection of Smart Sign Plus Print Mailings
/Txn/EOriginalSSPlusPrintMailings/EOriginalSSPlusPrintMailing	Contains information about a Smart Sign Plus Print Mailings
/Txn/EOriginalSSPlusPrintMailings/EOriginalSSPlusPrintMailing/RecipientName	Recipient name to be used on package level outbound mailing.
/Txn/EOriginalSSPlusPrintMailings/EOriginalSSPlusPrintMailing/RembrandtIDRefs	The unique identifier(s) of the participant. Multiple RembrandtID’s can be passed separated by a space.
/Txn/EOriginalSSPlusPrintMailings/EOriginalSSPlusPrintMailing/MailingStreetAddress	Mailing address of the recipient
/Txn/EOriginalSSPlusPrintMailings/EOriginalSSPlusPrintMailing/MailingStreetAddress2	Mailing address 2 of the recipient
/Txn/EOriginalSSPlusPrintMailings/EOriginalSSPlusPrintMailing/MailingCity	Mailing city of the recipient
/Txn/EOriginalSSPlusPrintMailings/EOriginalSSPlusPrintMailing/MailingState	Mailing state of the recipient
/Txn/EOriginalSSPlusPrintMailings/EOriginalSSPlusPrintMailing/MailingPostalCode	Mailing zipcode of the recipient
/Txn/EOriginalSSPlusPrintMailings/EOriginalSSPlusPrintMailing/MailingCountry	Country of the recipient. Only necessary when doing international shipping
/Txn/EOriginalSSPlusPrintMailingCostCenterDesc	An optional metadata field used to determine to track packages to specific cost centers within a financial institution.
/Txn/EOriginalSSPlusPrintMailingCarrierName	Provider delivering the documents. Possible values consist of the following: FedEx Standard Overnight FedEx Priority Overnight UPS Next Day Air UPS Second Day Air UPS Expedited, Express Note: A comma should be included between "Expedited" and "Express" UPS Ground UPS Three Day Select UPS Next Day Air Saver UPS Next Day Air Early AM UPS Saver USPS First Class USPS Priority USPS Priority Express USPS First Class International USPS Priority International USPS Priority Express International
/Txn/EOriginalSSPlusPrintMailingCopiesCount	This string value contains the number of copies, including original.
/Txn/EOriginalSSPlusPrintMailingBusinessReturnEnvelopeInd	Determines whether to include a Business Return Envelope (BRE). 0=False (Default); a business return envelope is not included 1=True; If true, a business return envelope is included.
/Txn/EOriginalSSPlusPrintMailingBusinessReturnEnvelopeID	The unique ID of the Business Return Envelope (BRE).

Return Address collection


Txn XPath	XPath Option/Description
/Txn/EOriginalSSPlusPrintMailingReturnAddressName	The name of the Financial Institution that should be used for Return Address on mailed package. See EOriginalSSPlusPrintMailingReturnAddress for more information.
/Txn/EOriginalSSPlusPrintMailingReturnAddressCountry	Country of the recipient. Only necessary when doing international shipping.
/Txn/EOriginalSSPlusPrintMailingReturnAddressStreetAddress	The string value of the (primary) Address line of the Financial Institution that should be used for Return Address on mailed package. See EOriginalSSPlusPrintMailingReturnAddress for more information.
/Txn/EOriginalSSPlusPrintMailingReturnAddressStreetAddress2	The string value of the (secondary) Address line of the Financial Institution that should be used for Return Address on mailed package. See EOriginalSSPlusPrintMailingReturnAddress for more information.
/Txn/EOriginalSSPlusPrintMailingReturnAddressCity	The string value of the City of the Financial Institution that should be used for Return Address on mailed package. See EOriginalSSPlusPrintMailingReturnAddress for more information.
/Txn/EOriginalSSPlusPrintMailingReturnAddressState	The string value for the two character state abbreviation of the Financial Institution that should be used for Return Address on mailed package. See EOriginalSSPlusPrintMailingReturnAddress for more information.
/Txn/EOriginalSSPlusPrintMailingReturnAddressPostalCode	The string value of the Postal Code of the Financial Institution that should be used for Return Address on mailed package. See EOriginalSSPlusPrintMailingReturnAddress for more information.

Closing center assignments


Txn XPath	XPath Option/Description
/Txn/EOriginalClosingCenterAssignments	A collection of Closing Center Assignments
/Txn/EOriginalClosingCenterAssignments/EOriginalClosingCenterAssignment	Contains information about Closing Center Assignments.
/Txn/EOriginalClosingCenterAssignments/EOriginalClosingCenterAssignment/EmailAddress	A string of data including the email address for the user accessing Closing Center.

Third Party eDelivery Service


Txn XPath	XPath Option/Description
/Txn/EOriginalSSPlusThirdPartyEDeliveryInd	If true, the lender will send all documents in a package to the eDelivery participants (email address).
/Txn/EOriginalSSPlusThirdPartyEDeliveries	A collection of participant information to be used for Third Party eDelivery Service.
/Txn/EOriginalSSPlusThirdPartyEDeliveries/EOriginalSSPlusThirdPartyEDelivery	Contains participant information to be used for Third Party eDelivery Service.
/Txn/EOriginalSSPlusThirdPartyEDeliveries/EOriginalSSPlusThirdPartyEDelivery/EmailAddress	The email address for the single participant that will receive all documents in the package.
/Txn/EOriginalSSPlusThirdPartyEDeliveries/EOriginalSSPlusThirdPartyEDelivery/FirstName	The participant's given name.
/Txn/EOriginalSSPlusThirdPartyEDeliveries/EOriginalSSPlusThirdPartyEDelivery/LastName	The participant's surname.
/Txn/EOriginalSSPlusThirdPartyEDeliveries/EOriginalSSPlusThirdPartyEDelivery/PhoneNumber	The phone number of the participant, this needs to be a mobile number if using SMS for ID Verification or Custom Pin delivery. This needs to be a mobile number if using SMS for ID Verification or Custom Pin delivery.
/Txn/EOriginalSSPlusThirdPartyEDeliveries/EOriginalSSPlusThirdPartyEDelivery/IdentityVerificationCustomPINInd	If true, the custom PIN has been enabled for identity verification. This needs to be a mobile number if using SMS for ID Verification or Custom Pin delivery.
/Txn/EOriginalSSPlusThirdPartyEDeliveries/EOriginalSSPlusThirdPartyEDelivery/IdentityVerificationCustomPINValue	Specifies the value of the custom PIN for identity verification.
/Txn/EOriginalSSPlusThirdPartyEDeliveries/EOriginalSSPlusThirdPartyEDelivery/IdentityVerificationCustomPINHintInd	If true, the custom PIN Hint has been enabled for identity verification.
/Txn/EOriginalSSPlusThirdPartyEDeliveries/EOriginalSSPlusThirdPartyEDelivery/IdentityVerificationCustomPINHintDesc	Describes the custom PIN hint.
/Txn/EOriginalSSPlusThirdPartyEDeliveries/EOriginalSSPlusThirdPartyEDelivery/IdentityVerificationCustomPINSMSDeliveryInd	If true, the custom PIN SMS Delivery has been enabled. The phone number being used should be a mobile number.
/Txn/EOriginalSSPlusThirdPartyEDeliveries/EOriginalSSPlusThirdPartyEDelivery/IdentityVerificationSMSOneTimePINInd	If true, the SMS One Time Pin has been enabled for identity verification.
Note: Note: SmartSign Plus eDelivery service supports the electronic delivery of documents to Settlement Agents/Closing Agents for printing/ wet signing documents. A wet signature is a physical signature made with wet ink on a document. The SmartSign Plus eDelivery service does not support electronic delivery of eNotes because eNotes are signed electronically. `

Document collection


Txn XPath	XPath Option/Description
/Txn/EOriginalSSPlusTemplates	A collection of SmartSign Plus templates.
/Txn/EOriginalSSPlusTemplates/EOriginalSSPlusTemplate	Contains information about SmartSign Plus templates.
/Txn/EOriginalSSPlusTemplates/EOriginalSSPlusTemplate/TemplateID	A string of data containing the Template ID.
Note: If a user would like to utilize Document Templates (for example: Charm Booklet, Your Own Home Loan Toolkit, etc) via SmartSign Plus, they must have the template configured in SmartSign Plus> Administration > Settings > Document Templates and include the `templateId` in the transaction. The `templateId` is the unique SmartSign Plus identifier given to a template upon creation.

Custom fields collection


Txn XPath	XPath Option/Description
/Txn/EOriginalSSPlusCustomFields	A collection of SmartSign Plus custom fields.
/Txn/EOriginalSSPlusCustomFields/CustomField	A container for a single instance of a SmartSign Plus custom field.
/Txn/EOriginalSSPlusCustomFields/CustomField/Name	The name of the SmartSign Plus custom field. This is case sensitive. Note: Custom fields must be configured in SmartSign Plus > Administration > Settings > Doc and Package Management > Custom Fields. The field names must match exactly with what is expected by SmartSign Plus custom field configuration to avoid errors.
/Txn/EOriginalSSPlusCustomFields/CustomField/Value	The value of the SmartSign Plus custom field.