Help & Support:

Fine-Tuning Automatic Selection Settings for Standard Conveyancer™ Documents

Your copy of Standard Conveyancer™ contains hundreds of documents. Most of these documents you never see because the document generation system uses a concept called "Autoselection." Autoselection makes Standard Conveyancer™ documents appear in your print batches only when you need them for the type of transaction you are doing.

Autoselection works by matching the characteristics of your closing files with the selection criteria for the documents. All Standard Conveyancer™ documents have specific selection settings that allow them to appear in a print batch only when those settings apply to your closing file. For example, the Condominium Rider has settings that let it appear in the Closing (40) batch only when the "Condo" option is selected in your closing file. The Right of Rescission has settings that allow it to appear only when "Refinance" and "Owner Occupied" are selected in your file.

You can very easily adjust what appears in your print batches, either by changing the selection criteria for individual documents or by removing them completely from the batch. Follow these simple steps:
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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. (You can remove a document from a print batch by unchecking this box.) Set the print batch for the document by clicking the drop-down menu to the right. In this example, the Right of Rescission document (Rescissi) will appear in the Closing (40) batch.

Next, you can review or change the criteria under which this document will appear in the chosen print batch. 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. Notice that documents can also be set by condominium, second mortgage, title insurance criteria. Choosing Select Suppressed (Black) causes the document to appear suppressed (black) in the print batch. Use this setting for documents that you need occasionally.

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 add or change without speaking with Standard Solutions technical support.