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Managing your Title Search Settings

Here is how to select your title search defaults!

Julia Sweeney avatar
Written by Julia Sweeney
Updated over a month ago
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8 STEPS

1. Click settings

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2. Under business, click business settings


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3. Scroll down and click title search


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4. From the drop-down, you can choose whether to display your amounts in your trust ledger, statement of account, or don't display

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5. Under additional settings, you can select your preferences, but these options are not required

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6. Click apply HST to all search costs, if applicable


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7. Click combine property and writs search costs into a single entry, if applicable



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8. Note: changes will only apply to new matters you open after you make these changes!


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Next step: Practice

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