How to Accept or Decline Orders on Title Order Management

Overview

This guide walks you through accepting or declining orders in the Title Order Management portal. By completing these steps, you can assign tracking details, document decisions, and manage orders more efficiently within a centralized workflow

How to Accept an Order

1. Navigate to the order action toolbar and click the Accept button to accept the order.

2. In the Order Accept pop-up window, enter your File ID into the required File Id field.

3. Click the Accept button inside the window to confirm the action.

4. If you need to modify the File ID, go to the Title Information summary section and click the Title ID edit icon.

5. Enter the File ID and click the green Checkmark to save your changes.

How to Decline an Order

1. Navigate to the order action toolbar and click the Decline button to decline the order.

2. In the User Confirmation window, enter the decline reason in the Comments field.

   Warning:  Once the Order is Declined the action cannot be undone.

3. Click Continue to decline the order.

4. In the Order Declined confirmation window, click Close.

Outcome

After completing these steps, you will be able to either accept or decline an order.  In the Order Management portal you can provide your tracking number or document why an order is declined. This allows you to manage order intake more efficiently and maintain clear, consistent records.