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- Real Estate Document Vault
- Process
- Packet indexing
Packet indexing
Check property identity and evidence before recording an indexed revision.
Step by step
-
Collect Packet Packet Owner
Packet Owner records the property, organization, owner, document date and parcel identifier. The source documents belong with the packet before indexing begins.
- Identify the packet and owner
- Updates Property packets, Properties, Organizations, People
-
Verify Evidence Indexing Operator
Indexing Operator checks the attachment and external reference for each evidence item. A named verifier records the result and returns an unclear item to the owner.
- Record verification or assign a source question
- Updates Evidence documents, Follow up actions
-
Attach Title Versions Packet Owner
Packet Owner links dated title observations to the packet, preserving their source references and sequence.
- Keep observations with the source packet
- Updates Title document versions, Property packets
-
Index Revision Indexing Operator
Indexing Operator checks the packet identity and evidence together. The indexed status applies to the revision actually examined.
- Record the indexed revision and transition
- Updates Property packets, State history, Operation runs, Operation steps
Who does what
Roles and permissions- Packet Owner
- Assembles the source; Indexing Operator checks it; Document Reviewer receives the indexed revision.
Set up Real Estate Document Vault your way.
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