Searching by Other Criteria

The following instructions are for searching for documents in the Document Storage Library using search criteria other than the DSL number.


 
  1. Within the Search Tab of the application, click the Other radio button and enter any of the optional search criteria in the fields provided.
    • The Mortgagee or Lessor Name field is pre-populated with the names of different organizations. You can either select an organization from the drop down menu or enter a mortgagee or lessor name in the field provided. 
    • The Category field allows you to refine your search based on whether the standard document is a mortgage or a lease.
    • The ISC Client # of Mortagee/Lessor field allows you to search by client number.
    • The Mortgagee/Lessor Reference # field allows you to search by reference number.
    • The Status field allows you to refine your search based on the status of the document. Statuses include: Any, Rejected, Suspended, Submitted, Inactive or Active. 
  2. Click on the Search button. The document(s) matching your criteria will be displayed.
 

 
  1. You may view the standard document by clicking the Eye icon.
  2. You may request that a copy of the standard document be delivered to you by clicking the Document icon. This will open the Delivery Options screen where you can choose to have the document delivered to you by email, fax, paper or CD-ROM. Please note that fees apply for all delivery methods with the exception of email. 
  3. If you are the Financial Institution that submitted a standard document, you will be authorized to inactivate that document at any time by selecting the checkbox to the left of the document and clicking on the Inactivate button. Please note that no other users will be authorized to inactivate your documents. Once a document has been inactivated, it cannot be reinstated. Instead, you will be required to submit a new document, which will be assigned a new DSL number.  
  4. You may print the list of standard documents by clicking on the Print button to open the list in Print Friendly view. Please note that if you wish to print an individual document, you must first view the document by clicking on the Eye icon beside it and then printing it. There is no fee to print documents. 
  5. You may export the list of documents to a spreadsheet by clicking on the Export to Spreadsheet button.