Documents

Adding

Step 1

Select Document from the Navigation Tree and Click "Add" in the Pane 1 Toolbar.

Step 2

1. Type in the Document Name.
2. Document Type: From the drop down box, select the type that best matches the Document being added.
3. Execution Date Type: Select one of the following:
   • Illegible: The date exists but is not readable
   • Invalid: The date exists but is not a valid date (i.e. 02/30/2010)
   • Missing: The Document has no date
   • On: The date exists and is a valid date
   • Partial: The date exists but is missing either the month, day, and/or year (i.e. June 2010; March 22nd, etc.).
4. Execution Date: Enter the Document date. Note: This is not a date field. Enter the date exactly as it should appear on the abstract (i.e., "Missing," "June __, 2010," or "06/__/2010," etc.).
5. Inventory Status:
   • Complete: All pages of the Document were provided.
   • Illegible: All or part of the Document cannot be read
   • Missing Document: The Document was not provided for abstracting (for instance, a Lease and 2nd Amendment were provided, and the 2nd Amendment makes reference to a 1st Amendment).
   • Missing Exhibits: Some or all of the exhibits were not provided.
   • Missing Pages: The Document is missing pages.
   • Unexecuted: The Document is not executed by any or some required parties. Info: If anything than "Complete" is selected, a Note can be added for the Document explaining the problem (done after the record has been saved).
6. Click "Save."

Step 3

1. Highlight the Document record in Pane 1 for which additional information will be added.
2. Click "Edit" in the Pane 2 Toolbar.
3. Type in a brief description of the Document contents.
4. Click "Spell Check" to confirm accuracy.
5. Additional Fields: Optional.
6. Click "Upload Files" to attach the Document in rAbstract.