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EagleDocs : Version Upgrade Highlights

Version 3.73 [released 07/08/20] ...

  • Updated DRS Form OP-236 to Revision 07/20

Version 3.72 [released 06/30/20] ...

  • Updated State Conveyance Tax rate in Closing Statement and RateMate Calculator
  • Updated rates for ORNTIC in RateMate calculator
  • Miscellaneous document updates

Version 3.70 [released 03/19/20] ...

  • Updated rates for FasTrax release tracking in SMS Cover Letter and Closing Statement

Version 3.68 [released 01/02/20] ...

  • New OP-236 Conveyance Tax Form with 2D barcode per DRS
  • Updated rates for First American Title in RateMate calculator

Version 3.67 [released 11/19/19] ...

  • Updated tables and rates
  • Restored rounding to nearest penny on OP-236
  • Updated schedules in RateMate calculator
  • Minor bug & document fixes

Version 3.66 [released 12/30/18] ...

  • Optional Conveyance Tax exemption in Closing Statement for short sales
  • Figures rounded to nearest dollar on OP-236 in accordance with DRS convention
  • Minor bug fixes

Version 3.65 [released 12/01/17] ...

  • Updated OP-236 Conveyance Tax Form to DRS Rev. 04/17
  • Improvements to OP-236 functionality [NOTE: This feature requires Full-Version Adobe Acrobat]
  • Added C.S.A. 12-494-2 exemptions to OP-236 code list with citation on form where applicable
  • Tax-Exempt Closing Statement now prompts for State &/or Municipal exemption status
  • Updated Recording Fees to December 1, 2017 rates in RateMate calculator
  • Included Closing Protection Letter adjustment option for CATIC in RateMate calculator
  • Minor bug & doc-format fixes

Version 3.60 [released 01/02/17] ...

  • Updated OP-236 function to work with new DRS Conveyance Tax form (Rev. 10/16)
  • New statutory POAs pursuant to Public Act No. 16-40, Short & Long form
  • POA Agent Instruction Sheet added to document library
  • Added CHRO Fair Housing Notice pursuant to Public Act No. 16-16
  • Added buyer attorney email feature for one-click prep of correspondence
  • Provision for including seller attorney Juris #(s) in default settings
  • Synchronized email address field for multiple attorneys in default settings
  • Updated rates for title companies in RateMate calculator
  • Closing Protection Letter Adjustment option added to RateMate (FATIC only)
  • Email-quote option for Conveyance Tax & Recording Fees in RateMate
  • Minor bug fixes and document changes

Version 3.52 [released 01/04/16] ...

  • Corrected error with ParaPro backup & restore
  • Fixed spacing error in RateMate calculator email-quote function

Version 3.51 [released 01/02/16] ...

  • Replaced all references to HUD-1 with Closing Disclosure
  • Updated RateMate calculator's algorithms and features. Added email-quotes function

Version 3.50 [released 08/16/15] ...

  • Updated Fairfield County (Regional) Bar Assoc. Contract to the July 14, 2015 Rev.
  • Added CFPB Closing-Disclosure Addendum (effective October 3, 2015)
  • Added Trustee's Affidavit (linked to trust deeds, auto-adaptive format)
  • Improved handling of fiduciary sales; Added related config button, Deeds now use data from Seller1 fields, Adaptive language & signature lines in closing docs
  • Standard Seller's Package automatically replaces Warranty Deed with the appropriate fiduciary deed upon selection for an open file
  • New 'auto-case' option automatically performs proper case as you type (setting in defaults)
  • User can now deactivate prorating for leap years if so desired (setting in defaults)
  • Filename box turns manila to indicate an existing file is open
  • Minor bug & grammar fixes

Version 3.45 [released 12/15/14] ...

  • Corrected error with conveyance tax calculation for Stamford in both EagleDocs and RateMate

Version 3.44 [released 12/12/14] ...

  • Updated conveyance tax rate for Stamford in both EagleDocs and RateMate
  • Minor modifications to Smoke Detector Affidavit and Undertaking & Indemnity

Version 3.43 [released 09/30/14] ...

  • Adjustments to village/district name validation
  • Improvements to functioning of date selector feature

Version 3.42 [released 09/04/14] ...

  • Updated Smoke Detector Affidavit pursuant to P.A. 14-219
  • Added library of more than 1,500 Connecticut villages & districts. Program will now recognize them in the property address and automatically resolve them in the documents where necessary
  • Pop-up calendar for all date fields allows convenient date selection (optional use)
  • Email addresses included in "Notices" section of Bridgeport, Valley and Danbury Bar Contracts
  • Improved entry of document descriptions for Recording Fees function in RateMate calculator
  • Added Word Document option for Recording Fees function in RateMate calculator (R-Click the "Print" button)
  • Minor bug fixes, functional improvements and document modifications

Version 3.40 [released 01/26/14] ...

  • OP-236 Utility automatically prepares state conveyance tax forms loaded in a Dot-Matrix printer (see pg. 14 of user's guide)
  • Added Smoke Detector Affidavit pursuant to P.A. 13-272
  • New field in Closing Statement for smoke detector credit

Version 3.32 [released 12/04/13] ...

  • Updated Mortgage Deed to include "Statutory Condition" clause and singular/plural sense
  • Improved punctuation in all statutory form deeds
  • Corrected availability of tracking fee tags for SMS
  • Handling of illegal filename characters for Rename function
  • Minor bug fixes in Custom Forms Manager
  • Additional inputs (up to 15) for Recording Fees function in RateMate calculator

Version 3.31 [released 08/16/13] ...

  • Corrected font sizing issues with zoom feature
  • Restored "Items Included/Excluded" fields to standard input
  • Improvements to error handling
  • Added zoom slider to RateMate calculator to allow adjustment of window size (available in default settings)
  • Improved special doc type selection in RateMate calculator's recording fees function

Version 3.30 [released 07/15/13] ...

  • Improved Closing Statement automatically detects short sale or net deficiency and responds with a more logical presentation of the figures
  • On-board upgrade utility greatly simplifies the update process for future revisions
  • Added brightness slider to RateMate calculator to allow adjustment of contrast (available in default settings)

Version 3.22 [released 07/07/13] ...

  • Added Backup & Restore feature (see pg. 15 of user's guide)
  • All option buttons are now enabled when starting a new file (to allow pre-setting)
  • Replaced Stewart Owner's Affidavit with current revision
  • Updated the Disclosure Form credit in all contracts to $500.00 pursuant to P.A. 12-122
  • Updated Closing Statement & SMS Cover Letter for new MERS recording fees in accordance with H.B. 6704
  • Corrected for a rare rounding anomaly in Closing Statement totals
  • Modifications to RateMate calculator for the new MERS fees
  • Minor bug fixes

Version 3.20 [released 03/31/13] ...

  • Added "Schedule A" to forms library, with automatic numbering for exceptions
  • Implemented "Block Fields" for items that typically require multiple lines of input
  • Updated the language for closing cost & repair credits in all contracts
  • Improved contract transmittal letters. Final includes email address to facilitate forwarding of search
  • Fixed problem with arrow navigation & phone/fax number edits
  • Resolved issues with registration-screen function in UAC environment
  • Updates to the RateMate calculator

Version 3.15 [released 08/13/12] ...

  • Corrected minor issue with per-diem calculation in Closing Statement(s)
  • Proration Calculator now defaults to Uniform Fiscal Year

Version 3.12 [released 08/05/12] ...

  • Added "brightness" slider to help minimize glare with Vista & Win7 display themes
  • Sunken 3-D border to distinguish field-grid from rest of program window
  • Robust field navigation with improved arrow key functionality and mouse scroll-wheel support
  • Added functionality for legal-size documents (8.5 x 14) and mixed legal/letter jobs
  • Minor bug fixes

Version 3.10 [released 03/31/12] ...

  • Added 4 "Other Adjustment" fields to Closing Statement w/ corresponding Proration Calculator
  • Added Partial Release of Mortgage to forms library
  • Implemented NALR option for Stewart Title in RateMate
  • Added warning for bad proration date entry
  • Corrected problem with incomplete-data warning upon Create & other minor fixes
  • Resolved formatting issues with Custom Documents (for later versions of MSWord)

Version 3.00 [released 02/29/12] ...

  • Improved data entry with lined-categorical grid display, "jump labels" and "tag cells" (see pgs. 7 & 9 of user's guide)
  • Zoomable program window with range of 80-260% normal size, click Eagle to center (see pg. 5 of user's guide)
  • P.O.A. option button activates appropriate fields, language and signature blocks
  • Improved Template functionality with direct access & "spawn" button
  • Improved Custom Forms capability with direct access & User-Defined Fields (see pg. 13 of user's guide)
  • Added "professional" footers option (shows document name and your company name only)
  • No footers on Land-Record documents (deeds)
  • "Other Disbursement" fields now accept descriptions (see corresponding tips)
  • Added [state of formation] field for resolution docs
  • Date field assumes today's date if none specified
  • Edit pauses for review if current line is moving off screen
  • Added Para-Pro Mode option in defaults (see pgs. 5 & 15 of user's guide)
  • Simplified upgrades (including auto-detect of 64-bit installation)

Version 2.95 [released 07/01/11] ...

  • Implemented the new State Conveyance Tax schedules
  • Reformatted paragraph 12 of Regional Bar Contract
  • Resolved issue with database reconnect
  • Corrected problem with letterhead reminder
  • Implemented Non-Acquisition Loan Rate & Fidelity rollback in calculator

Version 2.93 [released 12/15/10] ...

  • Resolved functional issues with envelope printing feature
  • Added horizontal position adjustment & SMS FasTrax address to envelopes

Version 2.92 [released 12/13/10] ...

  • All Tables, Schedules and Rates current to December 2010
  • Newly Revised Corporate Resolution
  • Added Corporate Secretary's Certificate to forms library
  • Included a Tax-Exempt version of Closing Statement in forms library (exempt from State & Local conveyance taxes)
  • Added feature for changing the name of a file (see pg. 12 of user's guide)
  • Added #10 envelope printing feature (see pg. 12 of user's guide)
  • Added summation line for consideration total in all Bar Contracts
  • Fixed 'TAB' key function in List View, & other miscellaneous bug/document fixes
  • Repaired online credit-card licensing system (v2.92 and higher only)
  • $99 automatic discount price for same-machine renewals! (v2.92 and higher only)

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