DoubleTime® 8.6 - Upgrade

Start using the newest features today!

Windows 10 Compatible

Download Now

Documents Module

7.01 How do I add the clause language for the lender name of insured?

  • Open the Commitment module and select the Mortgagee tab.
  • Place your cursor in the Name of Insured field after the lender name.
  • Select the Clause Library icon (blue grid with pencil). There are three standard clauses available for the Name of Insured. Hint: You can add other, user defined clauses for lenders. (How do I add a User Defined Clause to the Clause Library?)
  • Select the appropriate clause and click OK.

7.02 How do I add a degree symbol to a legal description?

  • Open the Closing File module, select the Property tab, then select the Legal tab.
  • Position your cursor where you want to insert the degree symbol and click the Insert Degree Symbol icon on the secondary tool bar. The legal description flows to all applicable documents.
  • If you want to add the degree symbol to a specific document, place the cursor where you would like to insert it. If you need to insert the degree symbol into a field, first click the Replace Field with Text icon.
  • Hold down the Alt key and enter the numbers 0186 using the numbers on the numeric keypad.
  • Exit the module and save changes.

7.03 Why isnt the RESPA language on the Fund Commitment and Policy forms?

  • The RESPA language was removed from Fund Forms in November, 1997.
  • For more information, please refer to the Fund Concept article published in the November, 1997 issue.

7.04 How do I edit the Header or Footer in a document?

  • From the Edit menu, select Header and Footer.
  • Make the necessary changes.
  • Exit the module and save changes.

7.05 The Notary does not appear on my documents. Why?

  • From the Closing File module or Documents module, click the Notary icon.
  • If the Notary window is blank, open the Closing File module, and select the Buyer or Seller tab.
  • Be sure you have inserted buyer or seller names. If not, use the Insert icon to add buyers or sellers. If the Buyer or Seller is a corporation or other entity, check to be sure there is a signatory for that entity.
  • Exit the module and save changes.

7.06 I ran spell check in a document, but the corrections were not saved. Why?

  • To make permanent corrections to fields, such as the legal description, access the appropriate module where the text was entered, such as the Closing File module, Property tab.
  • If changes need to be made to a specific document, place the cursor in the field, and click the Replace Field With Text icon.
  • Make the necessary changes.
  • Exit the module and save changes.

7.07 Is there a document that contains tax re-proration language?

  • The "Closing Statement Addendum" document contains tax re-proration language, along with language regarding Condominium and Homeowner's Associations, Disbursement Authorization, etc.
  • Open the Documents module and click New from the Document Selection Window.
  • Select the "Closing Statement Addendum" and click OK.

7.08 How do I fix a document that is showing information from a previous file?

  • For standard documents, use the Regenerate Document option under the Tools menu.
  • For custom documents, the fields will need to be replaced. Click the View Field Names icon to see the current field names, then click the Insert Field icon, and replace the fields on the document. To save the changes to the custom document, from the File menu, select Save As, then choose Existing Master.

7.09 How do I add an unnumbered note in a Requirement or Exception to the Commitment or Policy?

  • Open the Commitment or Policy module.
  • At the end of an existing Requirement or Exception hit enter and enter the note.
  • Exit the module and save changes.
  • Open the Documents module and select the Commitment or Policy document. There will be an unnumbered note on the document.

7.10 A document name is showing up in red on the "Closing Document Selection window" when I access the Documents module.

Document names displaying in red are in indication that the document's size is larger than normal. This may be caused by embedding (copying and pasting) images directly on the document. If you need to add an image to your document, it is best to add a linked image to keep the document size and DoubleTime database size at a minimum.

  • To add a linked image to your document, place your cursor in your document where you would like the image to show.
  • Next, click on 'Insert' from the top menu bar and then select "Picture". You will be asked to select a saved image from your computer. If you share your DoubleTime database with other users in the office, it is recommended that save the image to a mapped network drive that everyone has access to and is labeled the same drive letter on everyone's PC.
  • Once you select the image to insert into your document, click on "Open" and the it will be inserted as a linked image.

You may also run a report to find other embedded images in your closing documents and templates.

Open the Reports module and select the "Documents/Templates with Picture Images" report to see a full list of files and documents with images. Embedded images should be replaced with Linked images to avoid potential database problems.

For further assistance, please contact The Fund's Help Desk.