SoftPro Developer Forum

def IncludeGuarantyFeeInTotal():
guaranty = False
for status in Context.IncludeGuarantyFeeInTotal:
if Context.Parent.Parent.SettlementDate != None and \
Context.Parent.Parent.SettlementDate >= “05/01/2019”:
guaranty = True
return

Is it possible to restrict document visibility by profile without having to create a new document tree?

I am trying to set up automation for if the Settlement Date is greater than 04/30/2019 check the "Include in total" box on the Schedule D screen. The field code browser shows this should be Order.Title.TitleProducts.ScheduleD.IncludeGuarantyFeeInTotal, however, I keep getting errors: Error...

Attached is an example.

On some of the documents that I create, I have the font set to Arial but when the document renders in SoftPro some of the text shows up as Times New Roman. For example, The buyer name and address show up as Arial but the city, state, zip show up as Times New Roman. Any suggestions on what might be c...

Is there a way to select a rate table based on the policy code that is entered? For example, if the user sets the policy lookup code to R-18 Refinance of Construction Loan then the premium rate table would change to the Interim Construction Loan Rate Table. I was trying to do this as a formula but I...

Is there a way to have documents moved to a specific folder based on the document name? Like if a document is attached with Payoff it is moved to the money folder?