Welcome to the SureClose Training Center! Here you will find useful information to enhance your new or continued experience.
SureClose 4.9 released on November 17, 2018.
For immediate training or a refresher on a specific topic, refer to the following training resources.
Easily manage documents associated with your transaction files using the tools available within SureClose. To learn more about documents, click the links below.
|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.
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.
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.
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.
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.
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.