Select And Generate

The Select And Generate option allows you to select and generate documents for a request; this option does not deliver the documents to a specified recipient. This action is a concatenation of 2 API calls, namely:
  • Select
  • Generate

When a request is submitted via a transaction XML, the EDS solution will perform the Select API call to identify documents/packages pertaining to the request. Next a Generate API call will generate the respective documents with the information provided in the request.

Click the Select And Generate option on the main Tool Suite page to begin.

  1. If you know your account ID, enter the ID in the Select or type in an account ID field. To remove the ID, click Clear.
  2. To search for an account name or customer number, enter an account name or customer number in the Account name/Customer number field; click Search. The Account name/Customer number field will return an account list with all of the accounts that contain any portion of that search criteria. The accounts are assigned to you during your user account creation in the Enterprise Administration application.
  3. Enter a value in the Days to Expire field. Days to Expire is used to calculate the length of time the transaction and document data will be retained in our databaseThe value should be between 1-60.
  4. Click the Choose File button to the right of Select XML to browse and select the transaction .XML file.
  5. Clicking the Callback Required checkbox displays the Callback URL, username, and password fields: enter a URI in the Callback URL (Optional) field. Complete this field to receive notifications that documents have been posted to the document rendering engine as well as document status.
  6. Enter the Content Identifier URI value, which consists of the Alias and Content Package. Click the "?" icon to access the Content URI webhelp topic.
    Note: The Alias is managed and maintained in the Document Generation Services management tool
  7. The Ancillary Options section allows you to incorporate the following additional features to the documents:
    • By default, the Watermark checkbox and its supporting functionality (Text and Location) are disabled for use. All generated documents will appear with a "Non-Recordable" watermark in the center of each document.
    • Barcode checkbox: click this checkbox to define a Pattern and select a specific barcode Type from the dropdown. Users can also access the Barcode Types (Fonts) and Patterns webhelp via the "?" icon. When selecting Barcode and a corresponding barcode Type, select either of the following:
      • Select one of the following options from the Justification dropdown:
        • Left
        • Center
        • Right
      • Use the Use Cover Page option to indicate that cover pages will be produced for all documents that cannot handle barcodes in the tagline; for example: documents using integrated disclosure stylesheet and select static documents.
      • Use the First Page Only element to place a barcode on the first page only of a document.
    • Merged PDF checkbox: click this checkbox to return the documents as one master PDF file.
    • ESignature and Field Support checkbox: select any of the following:
      • Click the ESignature Coordinates Only checkbox to suppress eSignature fields on the form.
      • Enter text in the ESignature Tooltip field to add tooltip help.
      • Use the ESignature Date Support checkbox to enable or disable the date field in an eSignature. Clicking the checkbox enables the date field.
      • Enter text in the ESignature Initials Tooltip field to add tooltip help.
      • Click the Non-Signature Field Coordinates Only checkbox to suppress other Non-Signature fillable fields, including textboxes and checkboxes on the form.
      • Click the WKES eSignature checkbox to render all initials fields as a fillable text box on the document.
    • Duplex checkbox: select to print documents on both sides of the paper.
  8. Click the Request UCD checkbox to return Uniform Closing Dataset (UCD) data in the response file.
  9. Click the TRID Merge checkbox to merge closing disclosures and related addendums.
  10. Use the Select Attachment options to add any supplementary PDF files; e.g. a PDF of a house appraisal.
  11. Click Submit to advance to the Get Generate Results page. See Generate Results for more information.