Tutorial Introduction Fidelity NTSConnect is an innovative Web-based software solution designed for use by customers of Fidelity National Title Insurance Company – National Title Services Division. Welcome

Tutorial This tutorial will guide you through the features of Fidelity NTSConnect. For more detailed information or materials about Fidelity NTS Services, please visit For technical assistance with Fidelity NTSConnect please contact Cathy Partridge via at: Guided Tour Welcome

Tutorial Definition of a Workplace An NTSWorkplace is a virtual work space for you and your professional team to communicate and collaborate: regarding Project Management and Knowledge Management Virtual Workplace

Tutorial Enter your address and click ENTER (You do not enter a password your first login.) New User Login Tutorial New User Information

Tutorial The table of contents displays any projects which you either created or were given access to Your NTSWorkplace Depending upon the information sharing needs of your business, the number of NTSWorkplaces in use by your organization at one time can vary from a single NTSWorkplace to dozens, hundreds or even thousands. If multiple NTSWorkplaces are in use, each member of your team has access to and can “see” only the specific NTSWorkplaces that he or she has been given rights to see. NTSWorkplace

Tutorial The components of Status, Documents and Groups have been enabled for this NTSWorkplace. Project Components NTSWorkplace

Tutorial These default folders are automatically created to organize Documents. Default Folders for Documents You can: Add a new folder by clicking on ADD FOLDER Document Component

Tutorial Documents are organized and displayed in a logical folder structure. Sample Document List Document Component

Tutorial Click on the document name. To View a Document The File Summary screen will appear. From the File Summary screen you can view or download the document by clicking on the VIEW or DOWNLOAD button. A separate window will then open containing the document. Document Component

Tutorial From the File Summary screen you can also: Add a version Edit the profile (if you have rights to do so) Delete the document (if you have rights to do so) Sort the order in which the document appears in the Folder Send an regarding the document Respond to the document Publish the document to NTSDocs Documents – File Summary Screen Document Component

Tutorial Determine the folder where you wish to add your document. Click Add Document button to add a new document. Add a Document  Browse to the document on your computer or network  Name the document and Verify the correct file folder  Save Document Component

Tutorial Click SEND Sending Notices Select group or individuals who should receive notice of posting of the new document. Add Additional Recipients or Additional Comments which will appear in . Include document by Secure Hyperlink or actually attach the document to the . If additional documents should be attached, check the appropriate ones available in list. Document Component

Tutorial You may search for word(s) within the document title and the entire document text (provided the document is in a searchable format.) Enter word(s) to search. Select Only this Project or My Projects for... Then click SEARCH. Search Feature Letter Document Component

Tutorial These default folders are automatically created to organize Status items. Default Folders for Status You can: Add a new folder by clicking on ADD FOLDER Rename or sort a folder by clicking on the folder title Status Component

Tutorial Click on an ADD ITEM button. How to Add a Status Item Change folder for Status item if necessary. Enter your Status item text (a further description box is also available.) Select a Responsible or Discussion Party if appropriate. To send a notice of the new Status item via to selected individuals, click here. Status Component

Tutorial This is how a Status item is displayed. Sample Status Item View Status Component

Tutorial By default only current items (those that have not been marked “Completed”) are displayed in both Status and Documents. To view additional items or items from a specific time period, use the Filter option. Filters In this example, all Status items, including Completed items, are displayed. Change View

Tutorial Respond to Status updates or Documents. The response is maintained as a threaded discussion within Fidelity NTSConnect! Responses / Response Threads NTSWorkplace

Tutorial One or more groups of individuals can be established for each specific project, allowing for easy distribution of information to each member of the group. Groups NTSWorkplace

Tutorial Create Portfolios which allow you to logically group your projects in the Table of Contents. Switch Portfolios by clicking on a Portfolio name – your Table of Contents will reflect the new grouping. Portfolios Managing Information

Tutorial Create convenient, one-button reports for Status, Follow-up or Responsibility for all projects in your Table of Contents... from here Reports Displays the information in a convenient, easy to read format.... or from here NTSWorkplace

Tutorial Maintain your account information such as name, phone numbers and address. Modify My Account Information Change Password Or change your password at any time Account Information

Tutorial When you need to share documents with individuals who do not and should not have access to your NTSWorkplace, use NTS Docs. This parallel web-site allows you to make specific documents available to users in a secure environment, without having to grant them access to your private NTSWorkplace. NTSDocs

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