tara user manual - first american corporation user... · tara™ user manual 2 this job aid is for...

TARA™ User Manual 1 This Job Aid is for informational purposes only and is not and may not be construed as legal advice. First American is not a law firm and does not offer legal services of any kind.

No third-party entity may rely upon anything contained herein when making legal and/or other determinations regarding title practices. You should consult with an attorney

prior to embarking upon any specific course of action.

First American Title Insurance Company makes no express or implied warranty respecting the information presented and assumes no responsibility for errors or omissions. First

American, the eagle logo, First American Title, and firstam.com are registered trademarks or trademarks of First American Financial Corporation and/or its affiliates.

. ©2012 First American Financial Corporation and/or its affiliates. All rights reserved. NYSE: FAF

TARA™ User Manual This manual covers all Job Aids used for TARA™

Updates in TARA™ ........................................................................................ 3

Logging into TARA as Administrator............................................................ 4

Update User Information ............................................................................ 6

Changing Password .................................................................................. 7

Update Security Questions ....................................................................... 7

Adding AgentNet® Log In and Password ................................................... 8

Adding an Additional Firm ......................................................................... 10

Adding Users .......................................................................................... 11

Switching Between Firms .......................................................................... 14

Searching Back Title.................................................................................. 15

Navigating Results .................................................................................... 15

Create a Closing Protection Letter ............................................................. 17

Voiding a Closing Protection Letter in TARA .............................................. 19

Creating an eJacket................................................................................... 20

Viewing an eJacket ................................................................................... 21

Voiding an eJacket .................................................................................... 21

Adding Templates ..................................................................................... 22

Reselect Template .................................................................................. 23

Editing Templates .................................................................................. 24

Creating a New Template .......................................................................... 26

Using a Blank Template .......................................................................... 27

Using an Existing Template .................................................................... 28

Saving the New Template ....................................................................... 29

Activating the New Template ................................................................. 30

Importing a Template ............................................................................... 30

Editing a Template .................................................................................... 33

Adding a Data Field ................................................................................ 34

Editing a Data Field ................................................................................ 35

Deleting a Data Field .............................................................................. 35







Adding a Signature Block ....................................................................... 36

Editing a Signature Block ....................................................................... 37

Deleting a Signature Block ..................................................................... 38

Adding a User Field ................................................................................ 39

Editing a User Field ................................................................................ 40

Adding a Template to your file .................................................................. 40

Re-Creating a Document ........................................................................... 44

Adding an Ad Hoc Template ...................................................................... 45

Editing an Ad Hoc Template ...................................................................... 45

Adding a Data Field ................................................................................ 47

Editing a Data Field ................................................................................ 47

Deleting a Data Field .............................................................................. 48

Adding a Signature Block ....................................................................... 48

Editing a Signature Block ....................................................................... 49

Deleting a Signature Block ..................................................................... 50

Managing Ad Hoc Template ....................................................................... 51

Set Up- Exporting Checks to QuickBooks .................................................. 51

Exporting Check Data from TARA .............................................................. 52

Importing into QuickBooks .................................................................... 53

Remittance Report in TARA™ ..................................................................... 55

Remittance Control Sheet ......................................................................... 57







Updates in TARA™ 1. A pop-up window will appear when you log into TARA notifying you of updates, if there

are any available

2. Click YES to update TARA

3. Click Proceed-Download and install updates

NOTE: The updates listed in the window will complete and if they require a restart you will

receive a pop-up indicating TARA must be restarted. Click OK to close TARA. Double click

the TARA icon to log back in. You should not be prompted with the above pop-up window

when you log back in.

4. If a restart is not required, click Close when the updates are complete to exit.







Logging into TARA as Administrator After TARA has been successfully installed, it is necessary to set up a System Administrator

Login for your Local TARA Administrator, as well as user accounts for each user.

1. Log In under Administrator with the password of password

2. Click No when asked if you would like to change the password of the Administrator

3. Click Manage

4. Select Users from the drop down

5. Click Add User in the bottom left hand corner of the screen







6. Enter the Login ID, Password, Name, Phone, Cell, and email address for the user you are

adding. NOTE: The first user set up must be the Local TARA Administrator, select the

checkbox. All other users should not have this selected.

7. The Licensed Firm will automatically be added to the Authorized Firm list. NOTE: You will

only use the Add or Remove button when deactivating and/or reactivating a user.

8. Once the users information and firm is correct, click Save Changes

NOTE: Each time a user is added their name will appear in the far left hand column of the

User Maintenance screen under the users listed column.

9. Highlight the users name

10. You can now Set Password or Set Rights by clicking on the corresponding button. Click,

Set Rights

11. Select the checkbox next to the rights that user will need in TARA







Backup Administrator: gives user access to Date Management under Manage

Firm Licensing Administrator: gives user access to Manage Firms under Manage

Generate Remittance Report: gives user access to Remittance Reports under

Reports

Update Document Templates: gives user access to Manage Templates and

Advance System Settings under Manage

12. Click, Save

NOTE: Once all users have been set up, select Switch User under Manage and log in with

the User ID and password for each new user. Refer to the My Profile Job Aid for instructions

on how to add the AgentNet Log In and password to the users profile. This will allow each

user to search Back Title (where applicable), create Closing Protection Letters (CPL’s) and

eJackets directly in TARA. NOTE: You cannot add AgentNet Log In and password to the

default system administrator account.

Update User Information 1. Select Manage from menu bar

2. Select My Profile from the dropdown

3. Enter or update any user information needed by typing in the appropriate text box

NOTE: You cannot adjust your Login ID







Changing Password 1. Select Manage from the menu bar


3. Click on the My Profile window

4. Enter your new password and confirm

5. Click Save

Update Security Questions 1. Select Manage from the menu bar


3. Click on the My Profile window

4. Select the security question from the dropdown and type your answers in the appropriate

text field

5. Click Save







Adding AgentNet® Log In and Password In order to utilize the AgentNet functionality, which includes creating Closing Protection

Letters (CPLs), eJackets and searching Back Title, in TARA you must add your AgentNet

user name and password.

1. Select Manage from the menu bar


3. Click Manage AgentNet Login/Passwords on the My Profile screen







4. Highlight the firm you are adding the AgentNet User ID and Password for in the

Authorized Firm box

5. In the Selected Firm area below enter your AgentNet User ID and Password in the text

boxes

NOTE: This area will only appear once you have highlighted the firm name under

Authorized Firms

6. Click Save Changes

7. Click Close

NOTE: If you change your AgentNet password you must update in TARA following the steps

above.







Adding an Additional Firm 1. Select Manage from the tool bar

2. Select Manage Firms from the dropdown

3. Select Add New Firm

4. Enter the AgentNet User ID and Password for the firm to be licensed

5. Click Logon

6. Select the radio button for Install new TARA™ Database

7. Select

8. Select in the bottom right hand corner on each screen NOTE: You will

be following the same screens you did when you installed TARA the first time. Select

your database location, review repositories, confirm repositories, application set-up

and finalize application set-up.







9. Select Exit when completed

Adding Users Once an additional firm has been licensed, you will need to give users the right to use this

firm in TARA.

1. Log In under Administrator with the password of password

2. Click No when asked if you would like to change the password of the Administrator

3. Click Manage

4. Select Users from the drop down







5. Click Add User in the bottom left hand corner of the screen

6. Enter the Login ID, Password, Name, Phone, Cell, and email address for the user you

are adding. NOTE: The first user set up must be the Local TARA Administrator,

select the checkbox. All other users should not have this selected.

7. The Licensed Firm will automatically be added to the Authorized Firm list. NOTE: You

will only use the Add or Remove button when deactivating and/or reactivating a

user.

8. Once the users information and firm is correct, click Save Changes

NOTE: Each time a user is added their name will appear in the far left hand column

of the User Maintenance screen under the users listed column.







9. Highlight the users name

10. You can now Set Password or Set Rights by clicking on the corresponding button.

Click, Set Rights

11. Select the checkbox next to the rights that user will need in TARA

Backup Administrator: gives user access to Date Management under Manage

Firm Licensing Administrator: gives user access to Manage Firms under Manage

Generate Remittance Report: gives user access to Remittance Reports under

Reports

Update Document Templates: gives user access to Manage Templates and

Advance System Settings under Manage

12. Click, Save

NOTE: Once all users have been set up, select Switch User under Manage and log

in with the User ID and password for each new user. Refer to the My Profile Job Aid

for instructions on how to add the AgentNet Log In and password to the users

profile. This will allow the user to search Back Title (where applicable), create Closing







Protection Letters (CPL’s) and eJackets directly in TARA. NOTE: You cannot add

AgentNet Log In and password to the default system administrator account.

Switching Between Firms 1. Select from the menu bar

2. Highlight the applicable firm under Licensed Firms

3. Select the Select Database button

4. A message will appear in the bottom left hand corner showing Firm selected and

Connected to database, click Close

5. Enter your user name and password for the firm you selected

6. Click Logon







NOTE: The splash screen will display the firm name in two places, see below. Verify you are

in the correct firm prior to opening files and ordering products.

Searching Back Title

1. Click on the property tab in your file

2. If the street name and city are entered in your file they will automatically populate when

the back title pop-up appears

3. Enter any additional information you wish to use to search NOTE: It is recommended

you enter a minimal amount of information so you can maximize your results, as entering

multiple search criteria may result in no matches found

4. Click Search to display your results

Navigating Results

1. Highlight the specific result that matches your search. NOTE: There are 3 options for

document type they are Prior Policy, TRD (Prior Policy or Legal Description) and Legal

Description. This document type returned will be dependent on what is available for your

state.







2. Click to view the prior policy selected

A pop up window will appear with a copy of the document(s) selected

4. Click Save as PDF to save a pdf copy to your computer

5. Click Print to print a copy for your file

6. Click Close to exit Back Title and return to the Property Tab on the My File screen

7. Click Search Criteria and Search Results in the upper right hand corner of the screen

to return to the search results to preview a different document or to adjust the search

criteria and perform a new search.







Create a Closing Protection Letter Prior to selecting the Closing Protection Letter (“CPL”) Tab, be sure to complete the fields

necessary to create a CPL for your state. If added to the file, the Buyer Names, Seller

Names, Closing Date (Settlement Date), Loan Number, Loan Amount, and Lender

Name/Address will populate to the CPL screen.

1. Click CPL from your File Screen

2. Verify the information populated from TARA is correct. Select, the appropriate Letter

Type from the drop down NOTE: If required information is incorrect or missing please go to

the corresponding field on the previous tabs to adjust prior to creating your Closing

Protection Letter.

3. Select the appropriate radio button for TARA or AgentNet for your Lender

4. Click Edit if you are using the Lender in TARA but need to update any information

5. In the pop up window you can enter/adjust any field except for the Lender Name

6. Click the checkbox for Add to My Lenders on AgentNet to add to your available

Lenders in AgentNet

7. Click Save to return to the CPL tab







8. Select the AgentNet radio button to use a Lender from AgentNet NOTE: the

Select from My Lenders button will appear

9. Click Select from My Lenders

A pop up window of available Lenders from AgentNet will appear

10. Highlight the applicable Lender

11. Click Select My Lenders

NOTE: Your Lender information will populate on the CPL tab under Lender Summary but will

not change the Lender entered in your file.

12. If you are located in a state where Approved Attorney is applicable and the Approved

Attorney on the screen is blank or is not the correct selection, click Select to open a search

window

13. You can enter a Name, City or State to search by and click Search

14. Highlight the applicable Approved Attorney and click Select Approved Attorney

NOTE: The selected Approved Attorney will now appear under Additional Party: Approved

Attorney, see above







15. Click in the bottom right hand corner of your CPL tab

16. Your new CPL will appear in the Letter section of the CPL tab with a status of Open and

the VOID CPL button will now be available NOTE: The letter will also be available in your

AgentNet file.

17. The Add New CPL button will also be available. You can create up to 5 CPL Letters

in TARA.

NOTE: If multiple letters are created, each CPL will be listed in the Letters List.

18. Select from the menu bar to view the CPL on the documents tab

NOTE: The date and time your CPL was created will appear as part of the file name, see

above. Also, your CPL is now also available in AgentNet on the CPL tab in the corresponding

file.

Voiding a Closing Protection Letter in TARA To void a CPL created in TARA you must void the CPL in TARA. Proceed to the CPL tab

following the steps above and follow the steps below to void:

1. Highlight the CPL you wish to void

2. Click Void CPL

NOTE: The status will change from Open to Void and will no longer be available on your

Document tab in TARA. The status of your CPL will show as void in AgentNet also.







Creating an eJacket In the Schedule A tab of the Policy Section:

1. Select the applicable Owner and Loan Jacket Types from the dropdown

2. Verify Liability amounts are correct

3. Verify Buyer/Borrower is in the file and appear correctly. If a buyer does not appear go

to the Borrower(s)/Buyer(s) tab on the File Screen and update Buyers information, once

added to your file, click Update

4. Click Get Owner eJacket or Get Loan eJacket

5. The Policy Number will appear for the selected eJacket

NOTE: When creating a Short Form eJacket, you must complete the Policy Effective Date

field, Calculate the Premium, add any necessary Exceptions in the Schedule B Part II tab

and select any “Bi-Reference” endorsements in the Endorsement Tab prior to creating the

eJacket. The Short Form Policy schedules are not stored in TARA - both Schedules A and B

of are created in eJackets so all of the information needed for Schedule A must exist in

TARA prior to creating the eJacket.







Viewing an eJacket 1. Select Documents from the toolbar

2. Click the grey column to the left of the Jacket(s)

3. Click Preview once you have finished your selection, a pop up will appear so you can

view each document, print and/or save a pdf copy.

4. You can also print a copy or save to your computer by clicking Save as PDF or Print

Voiding an eJacket To void an eJacket(s) that was created in TARA, you must void the eJacket(s) in TARA. On

the policy screen you will now have the option to void the eJackets where prior you were

able to select Get Owner eJacket or Get Loan eJacket

1. Click Void Owner eJacket or Void Loan eJacket , a pop-up will appear asking “Are

you are sure you wish to void this Owner or Loan eJacket”

2. Enter a reason for the void and click to void or to retain your eJacket

3. The policy number(s) will no longer appear in the Policy Number section and the eJacket

will be voided in AgentNet and will no longer be available in the Documents Screen in TARA.







Adding Templates TARA provides standard templates which are available for use in your TARA database. Below

are the steps to review/select these templates.

1. Select Manage from the tool bar

2. Select Manage Templates from the drop down

3. Select TARA Templates from the drop down

NOTE: A list of all templates available for your state(s) will appear. State specific

Templates begin with the State Code; templates that do not have a state code in the

name are available for all states.

4. Select List New Templates Only to display all templates not previously added to

your database and/or new templates added through the Check for Updates process

5. Select List All Available Templates to display all templates available for selection,

including those previously selected and added to your database. NOTE: You can add

the same document to your database multiple times if needed.

6. Highlight the appropriate template to proceed

7. Click View Template to preview a template NOTE: A separate window will appear

with the template, select the “X” in the upper right hand corner to close out

8. Click Select Template to add a template to your database

9. From the pop-up window, select the Assigned Category drop down to adjust

the category if needed NOTE: You can adjust also in Custom Templates

10. Click Yes-Add Template to add this template to your database

11. Click No-Cancel Add to exit and not add the template to your database







Reselect Template

If you’ve selected a template that has previously been added to your database, the pop-up

window will display as shown below, when you click Select

1. Click Replace the template on file with this one (keep the original name) to

replace the existing template keeping the same name

2. Type the new document name in the New name text box and Click Add this

template using the New template name to add another copy of this document to

the database

3. Click Cancel-do not add this template to exit and not add the template







Editing Templates Once you have added your template(s) using the steps above you can edit your template as

shown below to make them available or active in your TARA files.

1. Click Manage


3. Select Custom Templates from the drop down

NOTE: The Template(s) will appear in the Custom Template list with a default Status

of “In Development”

4. Highlight the template you just added to your database

5. Click at the bottom of the screen and make any necessary changes

6. Click in the upper right hand corner to save your changes

7. If you do not need to make any modifications, click the Save icon and close the

template. NOTE: You must follow this step and Save the template once it has been

added to your TARA database to sync the Data Fields in the template with your

local TARA database.

8. Click at the bottom of the screen if you need to make any of the below

adjustments to the selected template:

Type new template name in the Template Name text box

Modify the Description by entering information in the Description box

Modify the Template Category (defined by TARA System Administrator)







Modify the Group (default Group list from TARA – this is a selectable criteria

when printing document)

Modify the Document Category (default list from TARA – this is a selectable

criteria when printing documents)

Modify the Status; you must change the Status dropdown to Active in order to

make the Template available in the Document Screen NOTE: You can change

the status to Archive when you no longer want it available for use in TARA

Click Add Admin Notes to add comments each time changes are made to a

template NOTE: This button will change to Edit Admin Notes once notes have

been added.

9. Click Save once the Status is changed to Active, so the Template will be available for

use in your TARA files







Creating a New Template 1. Click Manage

2. Select Manage Templates

3. Select Custom Templates

4. Click Add New in bottom right hand corner of the Custom Templates

window

5. Type the name for the new template in the Template Name text box

6. Type a description of the template, if needed, in the Description text box

7. Modify the dropdown for the Template Category (defined by TARA System

Administrator)

8. Modify the dropdown for the Group (default Group list from TARA- this is a

selectable criteria when printing documents)

9. Modify the dropdown for the Document Category (default list from TARA-

this is a selectable criteria when printing documents)

10. Modify the Status dropdown to In Development NOTE: When the template

is complete you must change the status to Active in order to make the

template available in the Document Screen.

11. Click Add Admin Notes to add any information to the template notes. This

button will change to Edit Admin Notes once notes have been added

12. Click Save







Using a Blank Template

1. In the Custom Template window, highlight the new template you created

2. Click Edit Template in the bottom right hand corner of the screen

3. Click No in the pop up window

The Template Editor window will display a blank template. You can enter or type

any information needed for your new template. DO NOT COPY AND PASTE into

the Template Editor window as this could corrupt your template.

NOTE: Follow the steps in the Editing Templates Job Aid for editing your new template.







Using an Existing Template

1. In the Custom Template window, highlight the new template you created

2. Click Edit Template in the bottom right hand corner of the screen

3. Click Yes in the pop up window

4. Select the template you wish to use from the list of existing templates in your

database

5. Select Preview to view a template

6. Select Edit Template to use the selected template as your base template to edit

7. Select Close to exit and start with a blank template or import a template







NOTE: Follow the steps in the Editing a Template Job Aid once in the Template

Editor window.

Saving the New Template Once you have completed your new template you will need to save and activate your

template so it is available in your file to select from your Document Screen. It is

recommended to save periodically throughout the editing process as well.

1. Click Save on your Template Editor window

2. Close the Template Editor window using the menu bar or via the Template

menu.

Or

1. Select Template from the menu bar on your Template Editor window

2. Select Save from the dropdown

3. Select Exit from the dropdown once the template is saved







Activating the New Template

A new template must show as Active in order to be selected in a file’s document

screen.

1. Highlight the template

2. Click the Edit Info

3. Change Status dropdown to Active

4. Click Save

Importing a Template When importing a template to TARA make sure you have saved the document you wish to

import in word format to your desktop.

1. Select Manage from the tool bar









4. Click Add New at the bottom of the pop up window

5. Enter the template name in the Template Name text box

6. Enter a description of the template in the Description text box

7. Modify the Template Category (defined by TARA System Administrator)

8. Select the Group from the drop down

9. Select the Document Category from the drop down

10. Do not adjust the Status drop down, leave as In Development. Select Active only

when the template is complete as selecting active will make the template available in the

Document Screen.

11. Click Add Admin Notes to adjust the notes for the template. In the pop up

window you can add any notes pertaining to the template. NOTE: The button will

change to Edit Admin Notes once notes are added.

12. Click Save when completed

13. In the pop up window, select NO, when asked; “Select an existing template to start

with?”







14. Select Template from the tool bar in the blank template editor window

15. Select Import from the drop down

16. Locate your saved word document from your computer and highlight

17. Click Open

Your document will now appear in the Template Editor Screen. You can update your

template by adding Data Fields, Signature Blocks, ect. Please refer to the Editing Templates

Job Aid or the User Manual for instructions on adding content to the template. NOTE:

Remember to change the status to Active for the template to be available in your Document

Screen.







Editing a Template When editing Templates, in addition to normal formatting changes, you can also insert

“Data Fields”, “User Input Fields” and “Signature Blocks”.

These fields allow you to do the following:

Data Fields - allow you to insert information from the TARA file into the document

User Input Fields - allow you to insert editable pieces of information that can be

added once the Template is added to the TARA file

Signature Blocks - allow you to insert Signature Blocks for Individual Buyers and

Sellers

NOTE: Once in the Template Editor window you will have the normal options of editing your

template as well as the options below for Adding/Editing/Deleting Data Fields,

Adding/Editing and Deleting Signature Blocks, and Adding/Editing/Deleting User Fields. DO

NOT COPY AND PASTE into the Template Editor window as this can corrupt your

template.

1. Select Manage from the toolbar

2. Select Manage Templates from the dropdown


4. Highlight the template you wish to edit

5. Select Edit Template







Adding a Data Field

1. Place your cursor in the Document Template where you wish to insert the Data Field

2. Select Field from the tool bar

3. Click Insert

4. Do not adjust the Field Type drop down, “Auto Inserted File Data”

5. Select the appropriate Data Element from the drop down

6. Click at the bottom of your screen NOTE: The information from TARA for

that data field will automatically insert into your document where selected. The Data

Field will display as <<File Description Buyer>> in your template.







Editing a Data Field

1. Click on the Field Name you want to adjust in the template, the entire field will

highlight

2. Select Field

3. Click Edit

4. Modify the text by adjusting the drop down for Data Element

5. Click at the bottom of the screen

Deleting a Data Field

1. Click on the Field Name, the entire field will highlight

2. Select Field

3. Click Delete







4. Click Yes in the pop-up window

NOTE: You must delete a data field following this procedure to avoid corrupting your

template.

Adding a Signature Block

The steps below will allow a user the ability to add a signature block for individuals in the

document.

1. To insert a signature, click Sign Block from the tool bar

2. Select Insert from the drop down

3. Highlight an item in the Available Signature Lines window

4. Click Add to Left Column or Add to Right Column, as appropriate

5. Click OK







NOTE: The Date Line and SSN Line options will create a corresponding manual

entry line for the Buyers, Sellers and/or Witness Signatures selected. Place the Buyers,

Sellers and/or Witness signatures in one column and the Date Line or SSN Line in the

opposite column. Do not use the Date Line and SSN Line together as they both insert a

corresponding line to the Buyer and/or Seller signatures (The Date Line does not place the

current date above the signatures – you must insert a Data Field above the Signature block

to insert the date)

Editing a Signature Block

1. Left click to the left of the signature block and drag your mouse until all sections of

the signature block are highlighted

2. Click Sign Block on the tool bar

3. Select Edit from the drop down

NOTE: A window will open where you can make adjustments to the Left or Right

Column of the signature block.

4. Highlight the item you wish to adjust

5. Select Up, Down or Remove to modify the existing Signature line selections

NOTE: To additional signature lines you can follow the steps above for adding a

signatures block, to add the selection(s) needed.

6. Click OK once Signature Block is corrected







Deleting a Signature Block

1. Left click to the left of the signature block and drag your mouse until all sections

of the signature block are highlighted

2. Click Sign Block from the tool bar

3. Select Delete from the Drop Down

4. A pop-up window will appear asking, “Are you sure?”, click Yes to delete

NOTE: You must follow the above steps to delete a signature block to avoid

corrupting the Ad Hoc Document Template.







Adding a User Field 1. Place your cursor in the Document Template where you wish to insert the User Field


3. Click Insert

4. Adjust the Field Type drop down to User input and enter the required information

for Field Name, Field Caption and if desired Help Text/Tooltip. NOTE: The Help Text

will appear in a pop up when editing the document in your TARA file.

5. Click Save







NOTE: The User Field will display in your template as [[Field Name]] see below:

To delete your User Field you can follow the steps above for Deleting a Data Field.

Editing a User Field 1. Highlight the User Field you need to edit

2. Click Field

3. Click Edit

4. Select the field(s) to be edited as applicable. NOTE: You can type over your current

selections, add selections where needed or select different dropdown options but do

not adjust Field Type as that must remain User input.

5. Click Save

Adding a Template to your file Once you are in a specific TARA file you have the ability to add documents to it from

existing templates available to your area/office. NOTE: A template must be in the “Active”

status not “In Development” to appear in your document tab to be selected.







1. Select from the toolbar

2. Click at the bottom of the Document Screen

NOTE: A pop-up window will appear with a list of available template to select from. You

can narrow the list down by selecting from the Template Category and Group drop downs.







3. Highlight the document you wish to add

4. Click Add Selected to Current File

NOTE: The Template will appear at the bottom of Document List, highlighted in Blue and

preceded by a Pencil Icon. If there are User Input Fields available for text entry, a Pencil

Icon will display over the Red Exclamation point.

5. Highlight the document you added for additional buttons to appear

6. Click Edit Doc to edit the document and update any User Input Fields NOTE: A pop up

window will appear. Any Help/Tips entered in the template will appear highlighted blue and

will show below. Once you have entered all the information in the text boxes, click OK to

save

7. Click Edit Name to adjust the name of the template for this file only NOTE: A pop up

window will appear where you can type over the name of the document and Click Save







8. Click Delete to remove the document from your file NOTE: A pop-up window will appear

asking you, “Delete the selected document”, click Yes to remove the document from your

file, click NO to keep the document in your file.

9. Click Preview to view your document

10. Click Save as PDF to save a copy to your desktop as a pdf

11. Click Print to print a copy

NOTE: If you receive the below error message or one similar, you are missing Data Fields in

TARA that are entered into the template.

12. When the template opens in the Editor window you can make any additional

changes/addition necessary to complete the template FOR THIS FILE ONLY

13. Click in the upper left hand corner.







Re-Creating a Document If you have added/edited a document in your file and the Master Template has been

updated in Custom Templates you can re-create your document in your document tab. Once

in your documents tab:

1. Highlight the document

2. Click Re-Create Doc

3. A pop-up window will appear if there are user input fields with any previously input

information and any new text fields will appear blank. Add/update all fields and click OK

4. Once your document merges you will be in the Editor Window and can make any

additional changes

5. Click







Adding an Ad Hoc Template When creating an Ad Hoc Template Document in a TARA file you are only creating a

document for the file you are in and it cannot be utilized in other TARA files and is not

added to Custom Templates.

1. Select from the tool bar

2. Click Add at the bottom of the screen

3. Click Create Ad Hoc Document

4. Enter the name of the Template in the Display Name text box

5. Select a Group from the drop down

6. Select a Category from the drop down

7. Click SAVE

Editing an Ad Hoc Template Follow the steps below to edit your Ad Hoc Template on your Documents tab. NOTE: The

Red Exclamation Point indicates there is information that needs to be added to complete the

document. The pencil icon indicates you can modify the template using the additional

Template “function” buttons at the bottom of the screen.

1. Highlight the Ad Hoc Template in your Document tab

2. Click

NOTE: The first time you select Edit Doc for your Ad Hoc Document a pop up window will

appear asking if you want to, “Select an existing template to start with”

4. Click Yes to select from available templates

5. Click No to use a blank template







NOTE: If Yes was selected above, a pop up window will appear allowing you to select from

a list of all available templates

6. If you are looking for a specific template, select the appropriate description from the

Template Category and Group drop downs to minimize the list of templates

7. Highlight the template needed

8. Click, Use as a Base Template, at the bottom of your screen to enter the Document

Editor window and begin working in that template

9. To view a template prior to utilizing, click Preview

10. To select a blank template, click Close

NOTE: Once in the Document Editor window you can update the template with all the

functionalities available when creating a template in Custom Templates. In addition to

normal formatting options, you can also insert Signature Blocks and Data Fields, which are

also available in Custom Templates. Make sure to select save in the upper left hand corner.

DO NOT COPY AND PASTE text into the Template Editor as this can corrupt your

template.







Adding a Data Field

In Ad Hoc Templates you are able to insert information from the TARA file into the

document using Data Fields.

1. Place your cursor in the Document Template where you wish to insert the Data Field


3. Click Insert

4. Do not adjust the Field Type drop down, “Auto Inserted File Data”

5. Select the appropriate Data Element from the drop down

6. Click at the bottom of your screen NOTE: The information from TARA

for that data field will automatically insert into your document where selected.

Editing a Data Field


2. Select Field

3. Click Edit







4. Modify the text by adjusting the drop down for Data Element

5. Click at the bottom of the screen

Deleting a Data Field


2. Select Field

3. Click Delete

NOTE: A pop up window will appear asking, “Are you sure” you wish to delete the

data field.

4. Click Yes

NOTE: You must delete a data field following this procedure to avoid corrupting your

template.

Adding a Signature Block

The steps below will allow a user the ability to add a signature block for individuals in the

document.

6. To insert a signature, click Sign Block from the tool bar

7. Select Insert from the drop down







8. Highlight an item in the Available Signature Lines window

9. Click Add to Left Column or Add to Right Column, as appropriate

10. Click OK

NOTE: The Date Line and SSN Line options will create a corresponding manual entry line

for the Buyers, Sellers and/or Witness Signatures selected. Place the Buyers, Sellers and/or

Witness signatures in one column and the Date Line or SSN Line in the opposite column.

Do not use the Date Line and SSN Line together as they both insert a corresponding line

to the Buyer and/or Seller signatures (The Date Line does not place the current date above

the signatures – you must insert a Data Field above the Signature block to insert the date)

Editing a Signature Block



8. Click Sign Block on the tool bar

9. Select Edit from the drop down

NOTE: A window will open where you can make adjustments to the Left or Right

Column of the signature block.

10. Highlight the item you wish to adjust

11. Select Up, Down or Remove to modify the existing Signature line selections

NOTE: To add additional parties you can follow the steps above for adding

signatures, steps 3 to 5 replacing buyer and seller with the selection needed.

12. Click OK once Signature Block is corrected







Deleting a Signature Block



6. Click Sign Block from the tool bar

7. Select Delete from the Drop Down

8. A pop-up window will appear asking, “Are you sure?”, click Yes to delete

NOTE: You must follow the above steps to delete a signature block to avoid corrupting the

Ad Hoc Document Template.







Managing Ad Hoc Template Once your document is created and edited in the template editor window, make sure to

select and close. Now your document will be available on your Document Screen and

can be adjusted at any time.

1. Highlight your document and you can select Preview, Save as PDF or Print as

needed

2. Click Delete to remove your document from your file NOTE: Removing your

document from your file means your document no longer exists and it will need to be

re-created if deleted in error.

Set Up- Exporting Checks to QuickBooks This process only needs to be completed one time.

1. Select Manage from the toolbar

2. Select QuickBooks Options from the dropdown

3. Enter the name of your escrow account EXACTLY as it appears in QuickBooks

4. Click Save







NOTE: TARA will be set up to export to your QuickBooks account

Exporting Check Data from TARA The steps below outline how to export your check data from a TARA file to QuickBooks.

NOTE: You must insert any deposits into the Quickbooks register to balance your file as

TARA does not export the deposits. Also, each check’s category will be labeled as

“Miscellaneous” upon import into Quickbooks. You may wish to change the category of the

check as well as add the file number to the “Class” for reconciliation purposes. For more

information/instruction on the Class system and Quickbooks reconciliation, please contact

your Agency Representative.

1. Make sure you are in the correct file in TARA

2. Select from the toolbar

3. Click in the bottom left hand side of the HUD screen

4. The Cash Account screen will appear NOTE: Your file should be balanced and ready to

export prior to this step. If your file is not balance, click Cancel

5. Click Export if your file is balanced and ready to export to QuickBooks







6. Verify the folder in the drop down for Save In is correct, click the drop down to browse

other locations if needed

7. Enter the File Name in the text box (It is recommended to use the File Number)

8. Click Save

A pop-up window will display asking if you want to create the new Export file, “Do you want

to create it?”

9. Click Yes

Importing into QuickBooks

1. Open QuickBooks and open your Escrow Account Register

2. Select File from the menu bar

3. Select Utilities from the dropdown

4. Select Import

5. Select IIF Files







6. Browse to the location where you saved your TARA Export File

7. Click Open







NOTE: Each of your checks will be pulled into your QuickBooks escrow account register.

Remittance Report in TARA™ 1. Select Reports on the menu bar

2. Select Remittance Report from the dropdown

OR

3. Click Remit a File on the TARA Splash Page,

Once the Remit Files window is open you can select files from the list or you can search for

files from a specific date to the current date.

4. To search by a date range, enter the date in the Policies Since field in the bottom left

hand corner

5. Click Search

NOTE: The files will appear above in the window.

6. Highlight any files you wish to remit by selecting the grey box on the left hand side of

each line item. To select multiple files, hold down the Ctrl key as you click on each file.







NOTE: You can only select to remit the files that contain Settlement Date and/or

Policy Date, Liabilities, Policy Number and Premiums.

7. Click Print to print a Remittance Activity Report of all data in the search window

8. Click Remit to remit the selected policies

9. If you selected Remit a window will open verifying the total gross premium, commissions

and net remittance, if the information is correct, click Yes to proceed

10. If the information is not correct or you are missing a file(s), click No and follow the

steps above to select the correct files

11. If you selected Yes above a report will appear with all the policies you are remitting

12. Click Print or Save as PDF in the bottom left hand corner of the report to print or save

your Remittance Report







NOTE: Once a file is remitted, the file status will show as Active-Remitted in the Navigation

Bar visible in the Commitment, HUD, Policy, and Document Screens.

Remittance Control Sheet To print a copy of your remittance control sheet follow the steps below.

1. Select Reports from the menu bar

2. Select Remittance Control Sheet from the dropdown

3. Select the appropriate Issuing Office from the drop down

4. The State and Underwriter will auto populate NOTE: If the office is licensed for more

than one Underwriter make the appropriate selection from the Underwriter dropdown.

5. Select Print

NOTE: A pop-up window will appear with your Control Sheet you can select Print or Save

as PDF to print or save a copy.