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Working with our Documents Tab in Closer

This article walks you through our documents editor step by step

Written by Meaghan Morris
Updated over a month ago
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13 STEPS

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

2. Click add documents

3. You will notice the categories to the left, our most used category will remember your preferences to have easy access to documents you use frequently


4. Note: you now have access to documents you upload, and our Sync and other forms available in Closer

5. Click on a category to quickly access documents related to that area


6. Click all to access your full documents library


7. Use the search bar on all to search you entire library for that file type


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

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


10. Your list of documents will appear here, click on the document name to open the drawer


11. From the drawer, you can review your document and print, export to PDF, export to Word, or click version history to revert back to other versions of the document



12. To open in Word, you can also click on the Word icon


13. You can also duplicate, reset or delete your document by clicking the three vertical dots beside your document




Next step: Practice

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