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Last Updated 9/25/2014 2:08:40 PM by [KMcQuivey]
Simplifile Integration End User Guide - 6-19-14
© 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of
eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of
eFileCabinet.
Page 1 of 7
Simplifile Integration
Procedures Documentation
Last Updated 9/25/2014 2:08:40 PM by [KMcQuivey]
Simplifile Integration End User Guide - 6-19-14
© 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of
eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of
eFileCabinet.
Page 2 of 7
1.0 Simplifile Integration with eFileCabinet
Approved by Benoy Tamang on 6/19/2014
Introduction
Simplifile Integration is available as an add-on for eFileCabinet desktop users.
It is used to easily upload PDF documents (typically related to real estate, such
as titles, deeds, mortgages, etc.) from eFileCabinet to the Simplifile website for
review and processing. Once the document package has been processed,
eFileCabinet identifies the processed file and automatically downloads it into the
folder as a .TIFF file.
What is Simplifile?
Simplifile is a third-party company that specializes in e-recording deeds,
mortgages, titles, and other documents (and document bundles) online. Once
documents are submitted for recording, the county or recording jurisdiction
receives the documents electronically for processing and reviews the
documents for accuracy. After review and approval, documents are processed,
stamped, and officially recorded with the county and put on public record.
Process
Step Action
1
Once the Simplifile Integration Add-On has been purchased, the Simplifile
Selection Box will be added to your eFileCabinet toolbar.
There are three actions available to choose from:
 Send to Simplifile
 Add to Existing Package
 Simplifile Log
Last Updated 9/25/2014 2:08:40 PM by [KMcQuivey]
Simplifile Integration End User Guide - 6-19-14
© 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of
eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of
eFileCabinet.
Page 3 of 7
Step Action
2
Send to Simplifile
To send a file to Simplifile, open the appropriate cabinet and drawer in eFileCabinet.
Click Send to Simplifile from the Simplifile Selection Box.
The Simplifile Dialog Box will appear.
Type the Package Name.
Enter your Simplifile User Name and Password.
3
Refresh the screen by clicking on the blue circular arrows at the top left of the screen.
This will populate the dropdown choices.
Last Updated 9/25/2014 2:08:40 PM by [KMcQuivey]
Simplifile Integration End User Guide - 6-19-14
© 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of
eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of
eFileCabinet.
Page 4 of 7
Step Action
4
Still in the Simplifile Dialog Box, select the Organization, State, and County, and
press Ok.
5
Once the package has been sent, you will receive a successful package upload
message.
The package will now be generated in the Simplifile website.
Last Updated 9/25/2014 2:08:40 PM by [KMcQuivey]
Simplifile Integration End User Guide - 6-19-14
© 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of
eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of
eFileCabinet.
Page 5 of 7
Step Action
6
Add to Existing Package
Once a package is sent, you may add to an existing package by clicking on that
option in the Simplifile toolbar. The following dialog box will appear:
Type the name of the package and click Search. Possible matches will be listed in
the box.
Highlight the correct package and click Select.
7
Simplifile Log
To check the status on any package, select Simplifile Log from the toolbar.
The following dialog box will appear, populated with any outstanding packages and
their status.
Note: If for any reason a package upload has failed, a message will also appear with
the reason for failure.
Last Updated 9/25/2014 2:08:40 PM by [KMcQuivey]
Simplifile Integration End User Guide - 6-19-14
© 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of
eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of
eFileCabinet.
Page 6 of 7
Summary
The Simplifile Integration adds value to eFileCabinet customers as it is an
efficient way to process the e-recording of large and important real estate
documentation quickly and easily.
To purchase Simplifile eFileCabinet Integration, call Sales at 877-574-5505.
Last Updated 9/25/2014 2:08:40 PM by [KMcQuivey]
Simplifile Integration End User Guide - 6-19-14
© 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of
eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of
eFileCabinet.
Page 7 of 7
Document Revision History
Date Author Comments
6/18/14 K McQuivey

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Simplifile Integration End User Guide

  • 1. Last Updated 9/25/2014 2:08:40 PM by [KMcQuivey] Simplifile Integration End User Guide - 6-19-14 © 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of eFileCabinet. Page 1 of 7 Simplifile Integration Procedures Documentation
  • 2. Last Updated 9/25/2014 2:08:40 PM by [KMcQuivey] Simplifile Integration End User Guide - 6-19-14 © 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of eFileCabinet. Page 2 of 7 1.0 Simplifile Integration with eFileCabinet Approved by Benoy Tamang on 6/19/2014 Introduction Simplifile Integration is available as an add-on for eFileCabinet desktop users. It is used to easily upload PDF documents (typically related to real estate, such as titles, deeds, mortgages, etc.) from eFileCabinet to the Simplifile website for review and processing. Once the document package has been processed, eFileCabinet identifies the processed file and automatically downloads it into the folder as a .TIFF file. What is Simplifile? Simplifile is a third-party company that specializes in e-recording deeds, mortgages, titles, and other documents (and document bundles) online. Once documents are submitted for recording, the county or recording jurisdiction receives the documents electronically for processing and reviews the documents for accuracy. After review and approval, documents are processed, stamped, and officially recorded with the county and put on public record. Process Step Action 1 Once the Simplifile Integration Add-On has been purchased, the Simplifile Selection Box will be added to your eFileCabinet toolbar. There are three actions available to choose from:  Send to Simplifile  Add to Existing Package  Simplifile Log
  • 3. Last Updated 9/25/2014 2:08:40 PM by [KMcQuivey] Simplifile Integration End User Guide - 6-19-14 © 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of eFileCabinet. Page 3 of 7 Step Action 2 Send to Simplifile To send a file to Simplifile, open the appropriate cabinet and drawer in eFileCabinet. Click Send to Simplifile from the Simplifile Selection Box. The Simplifile Dialog Box will appear. Type the Package Name. Enter your Simplifile User Name and Password. 3 Refresh the screen by clicking on the blue circular arrows at the top left of the screen. This will populate the dropdown choices.
  • 4. Last Updated 9/25/2014 2:08:40 PM by [KMcQuivey] Simplifile Integration End User Guide - 6-19-14 © 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of eFileCabinet. Page 4 of 7 Step Action 4 Still in the Simplifile Dialog Box, select the Organization, State, and County, and press Ok. 5 Once the package has been sent, you will receive a successful package upload message. The package will now be generated in the Simplifile website.
  • 5. Last Updated 9/25/2014 2:08:40 PM by [KMcQuivey] Simplifile Integration End User Guide - 6-19-14 © 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of eFileCabinet. Page 5 of 7 Step Action 6 Add to Existing Package Once a package is sent, you may add to an existing package by clicking on that option in the Simplifile toolbar. The following dialog box will appear: Type the name of the package and click Search. Possible matches will be listed in the box. Highlight the correct package and click Select. 7 Simplifile Log To check the status on any package, select Simplifile Log from the toolbar. The following dialog box will appear, populated with any outstanding packages and their status. Note: If for any reason a package upload has failed, a message will also appear with the reason for failure.
  • 6. Last Updated 9/25/2014 2:08:40 PM by [KMcQuivey] Simplifile Integration End User Guide - 6-19-14 © 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of eFileCabinet. Page 6 of 7 Summary The Simplifile Integration adds value to eFileCabinet customers as it is an efficient way to process the e-recording of large and important real estate documentation quickly and easily. To purchase Simplifile eFileCabinet Integration, call Sales at 877-574-5505.
  • 7. Last Updated 9/25/2014 2:08:40 PM by [KMcQuivey] Simplifile Integration End User Guide - 6-19-14 © 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of eFileCabinet. Page 7 of 7 Document Revision History Date Author Comments 6/18/14 K McQuivey