Education and Training

Streamline your operations and reduce cost by taking the paper out of your real estate transactions. Using Orders Gateway, you can manage your business anytime, anywhere from any Windows based PC with Internet access. To learn more about Orders Gateway, click here.

Title	Type	Duration
Create a SureClose File from the Inbox	Quick Reference
ReTemplate a File	Quick Reference

Tasks can be added to electronically manage those associated with your transaction files. To learn more about tasks, click the links below.

Title	Type	Duration
Add A Task	Quick Reference

Easily manage documents associated with your transaction files using the tools available within SureClose. To learn more about documents, click the links below.

Title	Type	Duration
Add a Document Placeholder	Quick Reference
Attach a Document to a Placeholder	Quick Reference
Distribute a Document	Quick Reference
Filing Documents for the SureClose Inbox	Quick Reference
Import a Document	Quick Reference
Split and File a Document	Quick Reference
Transfer a Document to a File	Quick Reference
Transfer a Document from a Message	Quick Reference
Transfer a Document to a Message	Quick Reference
Uploading Documents to SureClose Advantage	Quick Reference

Adding parties to your transaction files is easy and secure. Using permissions, you determine which party is added, and what they can see and do on the file and in SureClose. To learn more about parties, click the link below.

Title	Type	Duration
Add a New Individual Party to a File	Quick Reference
Add an Existing Contact Party to a File	Quick Reference

Quickly look at which tasks and documents on a specified file have been scheduled and completed using the Activity Log. To learn more about the Activity Log, click the link below.

Title	Type
Add Activity Log Entry	Quick Reference

You can view, reply to, forward, or transfer email messages sent to your SC Messages Inbox and with SureClose Print Driver installed, you can also upload documents directly to your Inbox. To learn more about transferring messages, click the link below.

Title	Type	Duration
Secure Messages	Quick References

Simplify managing contacts added to both your Personal and Corporate Address books using the Contacts tab. To learn more, click the link below.

Title	Type
Contacts	Quick Reference

Enable barcoding and quickly auto-file your documents using barcode cover sheets. Create, print, distribute via email or save these cover sheets for future use. To learn more about barcoding, click the link below.

Title	Type
Barcoding	Quick Reference

Easily manage, organize and complete tasks using options within the Calendar tab. You can display tasks in a calendar or list view or create your own custom view. To learn more about calendar options, click the link below.

If you are a user with SureClose Admin permissions, you have the option to customize certain features and functionality within the system. To learn more about Admin options, click the link below.

Title	Type
Branding Reference Guide	Document

To learn more about the reporting tools available in SureClose, click the link below.

Title	Type
SureClose Weekly Summary Report	Document

Affiliates

Title	Type
Installation Guide	Document
Product Information	Document

Learn more about each release by reading the Release Notes/Release Communications, or if available, by watching the New Features demonstration. Read through Release Notes to learn about everything included in the release. Watch the New Features demonstration for an overview of exciting new features added to the release. Click the version you want to view, print or watch.

Release Date	New Features	Version	Details
November 17, 2018	Forwarding Messages	4.9	Release Notes
September 22, 2018	Resetting Your Own Password	4.8	Release Notes