Skip to main content

Working With Your Calendar in Closer

Meaghan Morris avatar
Written by Meaghan Morris
Updated over 6 months ago
start iorad content - don't remove it

12 STEPS

1. Click on the calendar icon located on your sidebar

Step 1 image

2. You can choose to view your calendar by all, closings, requisitions or occupancies

Step 2 image

3. To select to view by file type, click file type on the drop down menu

Step 3 image

4. Click the file type to make your selection

Step 4 image

5. You may also view by month or week, to change your view, click on the drop down menu

Step 5 image

6. Select to view by week or by month.
​
​
You may also wish to include weekends and file type by selecting the checkbox below, or deselecting if you do not want to include them

Step 6 image

7. To view as another office or as another clerk/lawyer within your firm, click on the drop down menu and select who you would like to view as

Step 7 image

8. Click the print icon to print your calendar

Step 8 image

9. Click on any date to open more details

Step 9 image

10. You will now be able to view the details for this date, including closings, requisitions and occupancies for each file type

Step 10 image

11. If you have any missing information in your file, you will be alerted in your file details
​
You may select this icon to be taken directly to the corresponding tab to enter in the missing information

Step 11 image

12. To go to your file, click go to file

Step 12 image

Next step: Practice

start iorad content - don't remove it
Did this answer your question?