Custom entity support in ResWare

This article covers partner permissions and how to set up ResWare using custom fields (i.e., notes, template category, templates, and choose document types). 

Entity buyers and sellers of properties represent significant volume for many title agents, whether it is a corporation, trust, or other entity purchasing or selling a home. Since an entity cannot sign closing documents, signatories are appointed at each entity that can sign documents on behalf of the entity. The setup below, using Custom Fields in ResWare, allows the integration to support these entity signatory use cases.

Note: Adeptive has its own Custom Fields Job Aid that reference the Notarize with Proof Integration Job Aid.

Who this is for

Title agents can perform the process below.

Proof partner permissions

In addition to the web roles indicated on the Job Aid, the integration also requires the following role for the entity support (whether or not the ResWare instance will actually process entity Buyer/Seller transactions): “Web Services: Get Custom Fields” and Entity Signatory Fields.

⚠️ The entity signatory name provided must match the signer’s identity credential

Setup in ResWare using custom fields

Create the following custom fields in Resware: 

• Note
• Template category
• Templates
• Choose the document type

Note

Note: Text. The text of custom fields must match the following exactly for the support to work. No need to add values. 

1. Create the set of 5 fields shown below for the maximum number of signatories you will ever have for one entity buyer on a given closing package.
   • Entity buyer signatory 1 email
   • Entity buyer signatory 1 first name
   • Entity buyer signatory 1 middle name
   • Entity buyer signatory 1 last name
   • Entity buyer signatory 1 title
2. Create the same set of fields shown above for the maximum number of signatories you will ever have for one entity seller on a given closing package.
   • Entity seller signatory 1 email
   • Entity seller signatory 1 first name
   • Entity seller signatory 1 middle name
   • Entity seller signatory 1 last name
   • Entity seller signatory 1 title

Here is an example of the entity buyer and seller fields for a maximum of 2 signatories.

• Entity buyer signatory 1 email
• Entity buyer signatory 1 first name
• Entity buyer signatory 1 middle name
• Entity buyer signatory 1 last name
• Entity buyer signatory 1 title
• Entity buyer signatory 2 email
• Entity buyer signatory 2 first name
• Entity buyer signatory 2 middle name
• Entity buyer signatory 2 last name
• Entity buyer signatory 2 title
• Entity seller signatory 1 email
• Entity seller signatory 1 first name
• Entity seller signatory 1 middle name
• Entity seller signatory 1 last name
• Entity seller signatory 1 title
• Entity seller signatory 2 email
• Entity seller signatory 2 first name
• Entity seller signatory 2 middle name
• Entity seller signatory 2 last name
• Entity seller signatory 2 title

Template category

Create a new category for the entity, or use an existing one. 

Ensure that the office you use is added to “Use in Offices."

Templates

Add Entity Template > Name as you’d like (e.g., Entity Signatory Template) > Create as Word Doc. Add all of the Entity Signatory Custom Fields to the Word doc.

Choose the document type

(Same as Template Category). Add this category in “Contained in Categories” as well and confirm that it is enabled.

Please contact Adeptive Support directly for ResWare setup questions.