Official Document Creation

Navigate: Records > Official Document Creation

Description

Use the Create Official Document task to create an official document in advance.

NOTE: The official document created through this task does not connect to a revenue object. It confirms that an official document has been recorded. You must connect it to a revenue object at a later point using the Aumentum Workflow, deed book/page, instrument number, or TranKey when processing from spilt spreadsheets.

NOTE: A Aumentum Event is created when you create a new official document. You can then click on My Work List (left menu panel) to navigate to the View My Worklist screen from which you can select the document just created and refine the details. When you click the Doc Received Workflow item, you navigate to the Document Identification screen on which you can refine the details for the record.

Depending on your jurisdiction, official documents are managed uniquely. For example, your jurisdiction may require official document processing prior to establishing the document records. Then the splits are processed referencing the already established documents.

IMPORTANT: Alphanumeric characters are acceptable for official document numbers, except the following characters, which cannot be used:

• Period (.)

• Underscore (_)

• Forward slash (/)

Steps

Documents are created via various tasks, depending on your jurisdiction. Use the following screens to create documents.

• Create Official Document

• Create Queue Document

  NOTE: The Create Queue Document task, if available in your jurisdiction, is accessed via Records > Document Queue Maintenance. See that task documentation for details.