Posted by Ronda Roaring on 9/4/08 11:02am
Msg #263175

Question re saving e-docs

When e-docs are sent directly to me, I usually keep them until I get paid. Yesterday, e-docs were posted on a signing services site and I clicked on them and printed them from there. When I went back into the site today, I found that the password had been changed so that I couldn't access the docs. (If they called me tomorrow with a question, I wouldn't be able to look at the docs for reference.) Is there a way to save these posted packets to a desktop?

Reply by Lee/AR on 9/4/08 11:06am
Msg #263177

Generally, right click & 'save target as'... then stick it where you want it.

Reply by Ilene C. Seidel on 9/4/08 11:08am
Msg #263178

If who called you? If your referring to the borrower you should tell them to call their loan officer that's what they are getting the big bucks for but if your referring to the title company I can't imagine what they would question you on. Can you elaborate. I save those docs emailed to me for a while then erase them but haven't concerned myself with the docs retreived from a website and quite frankly no one has questioned me on the docs after the fact.

Reply by Kevin/Ct on 9/4/08 11:30am
Msg #263182

I have run into situations in which a signing service or title company tried to tell me that there were documents in doc packages which had not been properly signed by borrowers. When I received the revised documents I was able to compare them to the package previously sent...only to discover that the documents had been changed. The original package had been signed just as instructed. The drafter of the original documents had made a mistake, and tried to pass it off as my mistake in order to get a free trip and signing from me. Needless to say they were kind of embarrassed when confronted with this.

You know...these people want to be treated as professionals..business owners, etc., but it is difficult to consider them as such when (1) they pull a stunt like that, (2) beg you to reduce your fee because their client did not pay them after the closing is completed and the work is accepted or (3) continue to shop for a cheaper signing agent after they send a confirmation and you turn away other work.

Reply by Ilene C. Seidel on 9/4/08 2:54pm
Msg #263203

I see what your saying and certainly agree.

Reply by KSNotary on 9/4/08 11:25am
Msg #263180

There are probably free options out there, but over the last 2 years I've used a software that allows me to save anything I can print....into the PDF format.

It is called Desk PDF and costs either $19.99 or $29.99 depending on what features you want at: http://www.docudesk.com/desk_pdf_professional.shtml

The best reason I like this ability is when the SS or Title companies email the confirmation in an email (and not attached).. you'd have to save as an HTML file and are not pretty. For my filing purposes, I save all confirmations/docs as company name or initials, borrowers last name and _confirm or _docs or _hud or _junkdocs etc.

If I can NOT save a document in whatever format, I can save it by just going to PRINT it and select this software instead of a printer... and can PRINT ANYTHING into a PDF file!

And... I use it daily.

Bob

Reply by MistarellaFL on 9/4/08 12:55pm
Msg #263191

Primo PDF and Cute PDF are free programs

that do the same thing.
I also save docs as pdf doing the exact same thing, with Primo.

Reply by Dawn/PA on 9/4/08 1:18pm
Msg #263194

Re: Primo PDF and Cute PDF are free programs

I love my Cute PDF so much that I bought the paid version - for about $20.00. It has come in handy for personal things as well.

Reply by parkerc/ME on 9/4/08 7:11pm
Msg #263215

If you're using Outlook for your email, you can just go into "File" > "Save as" and when it brings up the Save As box, instead of going with the default "Save as type: HTML", click on the down arrow and select "Outlook Message Format" and indicate wherever you want to save it to. It saves the message and attachments intact in the same message format.