Creating a Filing Based on a Template

A new filing can be based upon an existing template.

 

How to create a filing based on a template:

  1. Select the File/Search tab, and then select the Filing Templates link. The Filing Templates screen displays.

  2. Select the Create Filing button. The Create Filing modal displays.

  1. Enter the number of filings to create in the adjacent box.

  1. Select one of the following options:

    • Create Filings

Copies the selected template into the New UCC Filing screen. The system specifies the template name and places the number of specified filings in the In Progress Filings queue.

 

No action is taken on the template, the modal is closed and you are returned to the Filing Templates screen.

 

 

Related Information

About Lien Templates

Creating a New Template

Deleting Templates