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How to Edit your Default Documents in Word

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

1. Click settings

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2. Under documents, click docx templates

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3. Under matter file types, you can select to filter your documents that are available within your purchase, refinance, sale, or unassigned templates

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4. Click clear to clear all filters

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5. Click and type in the search bar to search for the documents if you prefer

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6. Click the Word icon on the document you wish to edit

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7. Click edit template
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It will then export you to Word where you can edit your default document, click save when your are all done for the changes to be reflected in Closer!

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Next step: Practice

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