You've entered all of your loan-specific information onto DocMagic for Windows ("DMW"), and you are now ready to process the Worksheet. When processing the Worksheet, DMW offers a number of options to suit the user's needs.  The DMW Processing window has five separate sections - (1) Worksheet Selection; (2) Processing Options; (3) Delivery Options; (4) Security; and (5) Additional Services. 

 
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Worksheet Selection

The "Worksheet Selection" area allows you to select the Worksheet(s) that you wish to process and to verify the primary borrower's last name and package type.   The most recent worksheet that you entered will automatically be selected for you, but you may select a different worksheet to process in the drop down menu found in the "Worksheet Number" column. If you choose to process multiple worksheets, you may do so simply by selecting additional worksheets from the drop down menu. Note: each worksheet may also have its very own processing options.  To view each worksheet's processing options, highlight a worksheet that has been selected for processing, and then select each option that you would like to take place.

Processing Options

The "Process and Return documents" option will always be automatically selected for you when processing the worksheet.  You may also select the additional option of automatically printing the documents when processing is complete.  Note, however, that this option will only print the full set of documents the first time a worksheet is processed.  After that, selecting this option will only automatically print the documents that have changed since the last time the worksheet was processed. 

Delivery Options

Use of the "Delivery Options" section is optional.  You will want to use this area only if you wish to have the documents picked up at another location, such as at a title company or signing service.

If you prefer to email the documents to someone for them to retrieve, check the "E-mail to another location" box, and type in the email address of that person.  The email will be sent from the DocMagic Servers and a confirmation email will be sent.  Make sure that the person you are emailing has configured their SPAM filtering service so that emails coming from docs@docmagic.com are not blocked.  The confirmation emails sent to you will also come from this email address.

If you wish to have the documents picked up by another DocMagic user with a different account number, choose the "Leave for Pickup by another DocMagic" option.  When selected, you will need to specify that DocMagic user's client number.  The next time this DocMagic customer connects to the DocMagic servers, this person will receive your loan package.

If you wish to leave the documents for pick up at http://www.docmagic.com/, check the "Leave for Web Pickup" box.  When processing is complete, the "Processing Messages" window will provide you with a code that you would give to the person to whom you want to deliver the documents.  You may also double-click on the code in this window to copy it to the Windows clipboard. Note that this person will need to have the DocMaster software (available free at http://www.docmagic.com/) installed before they can pick up the documents.

And, finally, in the "Delivery Options" section is the "DSI to Print and Deliver" box.  If you select this option, the "Edit Delivery Information" section will become available where you can type in the address to which you would like us to send the documents after we have printed them.

The "eDisclosure" box will be available if you have typed in an email address for the borrower in the "Borrower Details" screen and are preparing a predisclosure package.  If you select this option, an eDisclosure will be sent to the borrower when you process a predisclosure package.  Click here for information regarding DocMagic's eDisclosure service.

Security

This section only becomes available if you have chosen either the "Leave for Web (Internet) Pickup" or "E-mail to another location" box.  If you have selected either one of these, then you may, as an additional security measure, require that the user provide a password when retrieving the documents.  You may select one of the password choices from the drop down menu or choose "other" and type in your own password.

In this section, you may also request that you be notified via email when another person retrieves the documents by checking the "E-mail Read Receipt Check" box.  DocMagic will send you an email letting you know when the documents are retrieved if you choose this option.  Notice that when selecting this option the email address to which the "Read Receipt" will be sent is displayed.

You may read more about your security options in this Tech Tip article of The Compliance Wizard.>

Additional Services

In this section, you may request a Flood Certification when processing a Closing Package.  When requesting the Flood Certification, you can then specify if you would like it for the Life of the Loan.

This section also allows you to request that we register the Loan with MERS for you.  To successfully register your loan with MERS via DocMagic Online, it is important that you first complete three (3) steps.  First, you must register with MERS and receive a MERS Organization ID number.  Second, a MERS integration representative must activate the ID number.  Finally, you must add DocMagic as an authorized MERS vendor on MERS' website.  This last step, which is critical for the service to work, is detailed here.

If you have any questions concerning your document processing options, please contact Customer Service at (800) 649-1362.