Business Settings
Get help setting up your firm's business level settings
How to Set a Default Percentage for your Property Tax Adjustment
Navigating your Business Settings
Managing your LTT & MLTT Settings
How to Add or Change Office Detail Settings
Rounding your Statement of Account in Accordance with Quickbooks
Changing Your Name in Closer
How to Add and Update your Billing Details in Closer
How to Edit your Downloaded Document Name Preset
Navigating your Profile Details
Editing your Statement of Account Text
Accessing Footer Selections
Working with Trust Ledger Defaults
How to Access Your Closer Invoices
How to Change your Password
Working With Document Styling In Settings
Setting A User To Admin
Security Settings
How To Invite Colleagues To Your Closer Account
How to Change your Email
Working with Statement of Account Defaults
How to Add and Edit Custom Checklists in your Settings
Setting an All-Inclusive Fee
How to Deactivate a User in Closer
How to Change your Client Name Format
How to Set a User to Restricted View
Changing your Date Formats
How to Upload your Letterhead and Footer
Working with your Statement of Adjustment Defaults
Adding your Mortgage Funding Details to Settings
Video: How to Navigate the New Checklist Feature
Connecting to your LLC Integration
Adding your FCT Credentials to Closer
Connecting your Chicago Title Integration
Connecting Your TitlePLUS Integration
Connecting to Treefort in Closer