Creating a new transaction

This section explains how to create a transaction using Wolters Kluwer Financial Services content.

Click the + TRANSACTION button to create a new transaction.

Note: Click the Expand All button to expand all of the sections or Collapse All button to close all of the sections within the new transaction view.
Click the CHANGE link to search for an alternative ORGANIZATION from your account; the SEARCH ORGANIZATIONS dialog appears. Enter a search term and click the magnifying glass icon.

Note: The ORGANIZATIONS section does not appear if your account only contains one organization.

Note: When logging in and creating a new transaction, DocOne displays the last used organization in the ORGANIZATIONS field.

The search results display the name of the organization and its location for each entry. Hover anywhere over the desired entry to select it.
If applicable: from the PACKAGE FILTER section, click the "+" sign next to the desired filter. For example: click the "+" sign next to State to display all states including the District of Columbia (DC). To display packages for a specific state, click the desired state (for example: MN).

Note: Not all lines of business use PACKAGE FILTER functionality.

DocOne® displays the selected package filter.
From the PACKAGE section, select the desired package.

Note: You do not need to select a package if only one appears in the PACKAGES section.

After selecting the desired package, DocOne® displays the selected package.
Depending on the package selected above, specific documents appear. Select the checkbox next to the desired document(s), or click SELECT ALL to select all documents for that package.
Click NEXT.
From the LENDER INFORMATION section, the Check this box if the original Lender of the mortgage is also the Servicer of the mortage checkbox appears. Click this checkbox to indicate that the same organization that originated the loan is still servicing the loan. This selection determines what information is gathered and used on the documents for Lender information and Servicer Information.

Note: Selecting this checkbox is not required to continue with the transaction.
From the LOAN INFORMATION section, perform the following:
- Select a state from the PROPERTY STATE dropdown. This is a required field.
- Enter the LOAN NUMBER. This identifier is required and is the associated loan number or account identifier used for the transaction.
Click NEXT.
In the BORROWER MAILING ADDRESS section, complete the required fields, denoted with an *. If this address data is used within a document in the selected document package, the following actions occur:
- This data populates within the document so that the user does not have to enter this information again
- This data populates the recipient address information for the mailing
Click NEXT.
Users can now view the documents within the DocViewer based on the transaction. See Viewing Documents for more information on using the DocViewer. Users can enter any additional information within the document through either of the following methods:
- Entering transaction data within the editable fields.
- Selecting the side arrow next on the left side of the screen to open the DATA ENTRY pane; users can enter data within each editable field. Click the side arrow to expand and collapse each section.
Click CREATE DOCUMENTS.
If an INCOMPLETE DOCUMENTS message appears, click YES to generate the document(s).
The transaction summary page displays the following information:
- PACKAGE INFORMATION: contains the name and description of the package
- PROPERTY INFORMATION: contains the property address for the package
- RECIPIENT INFORMATION: contains the recipient's physical and email address
Select either of the following options:
- Click PREVIEW to generate a preview of the document(s). Each page includes a watermark across the entire page; no billing record is created.
- Click CREATE PACKAGE to view the transaction as a .PDF file. The transaction will open in an Adobe Reader window within the DocOne® application. Once the documents are created and PDF is available, a billing record is created.
See Creating .PDFs for more information.
The SEND TO FULFILLMENT button appears after selecting the VIEW PDF button; if necessary, select this option to indicate that Wolters Kluwer Financial Services will print and fulfill the documents to send to the appropriate recipients.
Note:
If returning to the transaction summary screen, the following message will appear:
- This package was sent to print fulfillment on <day/month/year time AM/PM>. Click here to retrieve status.
Clicking the here link allows users to access the transaction's fulfillment status from the Fulfillment Manager application.
Note: In some cases, the package or property state will not allow print fulfillment. The following message appears:
- This package does not quality for WKFS print fulfillment.
Note: Typical errors include Unable to determine mailing type and Unable to determine recipient.
After selecting the SEND TO FULFILLMENT button, the Mailing Options dialog appears. Select one of the following options:
- Use WKFS Mailing Options (default option)
- Use Custom Mailing Options
  If selecting Use Custom Mailing Options, select one of the following USPS Mailing Types:
  - First Class
  - Certified without Signature
  - Certified with Green Card
  - Certified with Electronic Signature
  - Priority Mail
  If necessary, select the Apply CASS option.
  
  Note: If changes are found, a mailing will be generated for the CASS Address per mailing type.
  - USPS; select one or more of the following:
    - First Class
    - Certified without Signature
    - Certified with Green Card
    - Certified with Electronic Signature
    - Priority Mail
    - Priority Mail Express
    If necessary, select the Apply CASS option.
    
    Note: If changes are found, a mailing will be generated for the CASS Address per mailing type.
  - FedEx; select one or more of the following:
    - Priority Overnight
    - Standard Overnight
    - Two Day Shipping
  - UPS; select one or more of the following:
    - Next Day Air
    - Ground