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DOCUMENT MANAGEMENT
The Viewer:
What is it, and why would I use it?
The viewer can be your best friend.
Learn what it is and why you should use it.
Want to be a Document Powerhouse?
Editing and Creating document templates in Closers' Choice is a breeze. This webinar covers how to create your own templates and edit any documents already installed.
Documents Documents Everywhere
Generating Documents in Closers’ Choice is a dream. This webinar will teach you how easy it is to produce your closing documents in the system.
Tools to Help Speed Up
Generating Documents
This webinar will cover how you can edit/create your paragraphs and variables to let the system do the heavy lifting for you when generating policy and documents.
Viewer/DocuMover
Have you ever wondered what the Viewer and DocuMover buttons do on the main screen of Closers' Choice? Join our webinar, covering the advantages of using the Viewer and DocuMover to bring documents into your file from outside of the system. Learn how to combine documents, email them out of Closers' Choice, and many other time-saving ways you can use these areas of the software.
Generating Documents & Creating Packages
Learn the best and quickest way to generate documents and how to create document packages in Closers' Choice.
Creating & Editing Documents
Learn how to create, edit, and generate documents through Closers' Choice.
DocViewer and DocuMover
This webinar will walk you through how to use the Viewer and DocuMover in Closers' Choice.
Closers' Choice DocuMover & DocViewer
Learn how to use the Viewer and DocMover in Closers' Choice.
Document Viewer
What is the Document Viewer and why should you be using it in Closer' Choice?
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