The short answer: When uploading a document to a real estate transaction, you can now select a specific template to apply its tags and designations directly — instead of relying only on automatic template matching.
How It Works
After uploading a document, you'll have three options for how it's tagged:
Use automatic matching +
If split-and-tag is enabled on your account, the system will attempt to find a matching template on its own. This is the default behavior if you don't choose an option below.
Select a template New+
Search for and select a specific template from your organization. The template's tags and designations are copied onto your uploaded document at the same coordinates configured on the template — helpful for scanned documents, which automatic matching often can't tag correctly.
Select no template +
Skip template matching and tagging entirely for this document. Useful for documents that don't need any pre-set tags.
What Changed
Previously, the Add Documents window included a Disable Document Auto-Tag checkbox, which turned off template matching for every document in the upload at once. This checkbox has been removed.
In its place, you now choose per document whether to use automatic matching, select a specific template, or apply no template — giving you more granular control over each file in a multi-document upload.
Summary Checklist
- After uploading a document, choose automatic matching, select a template, or no template.
- Selecting a template copies its tags onto your document at the same coordinates — helpful for scanned files.
- The old Disable Document Auto-Tag checkbox is gone — use no template per document instead.
- Currently available to Real Estate/Title customers only — Business support is coming soon.
Updated