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SureClose Training Center

Welcome to the SureClose Training Center! Here you will find useful information to enhance your new or continued experience.

Announcements

SureClose 4,9 released on Ngày 17 tháng mười một năm 2018.

Self-Paced Learning

For immediate training or a refresher on a specific topic, refer to the following training resources.

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 the links below.

Quyền sở hữu Type Thời gian

Quyền sở hữu Type Thời gian
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.

Quyền sở hữu Type Thời gian
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.

Quyền sở hữu Type Thời gian
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.

Quyền sở hữu Type Thời gian
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.

Quyền sở hữu 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.

Quyền sở hữu Type Thời gian
Secure Messages Quick Reference

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

Quyền sở hữu 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.

Quyền sở hữu 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.

Quyền sở hữu Type Thời gian

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.

Quyền sở hữu Type
Branding Reference Guide Document

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

Quyền sở hữu Type
SureClose Weekly Summary Report Document

Affiliates

Quyền sở hữu 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 Chi tiết
Ngày 17 tháng mười một năm 2018 Forwarding Messages 4,9 Release Notes
Ngày 22 tháng chín năm 2018 Resetting Your Own Password 4,8 Release Notes

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