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Working with our Documents Tab in Closer

Here is how to add and export your documents from Closer to Word!

Meaghan Morris avatar
Written by Meaghan Morris
Updated over 4 months ago
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9 STEPS

1. To produce documents in our new Word editor, first click add

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2. You can select matter stages or category by clicking on the left tab list

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3. Once you click a stage or category, you can clear the filters at the top if you wish to search elsewhere

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4. Use the search bar to search you entire library for that file type

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5. Click your desired document once to add it to your file

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6. You will notice it now has a checkmark beside it, which indicates it has been added to your file

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7. To open in Word, click the export arrow
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8. You can also duplicate, reset or delete your document by clicking the three vertical dots beside your document

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9. Your list of documents will appear here, where you can export to Word, export to PDF or print from Word
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​Note: Any changes you save in Word, will be reflected here!

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Next step: Practice

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