Your Global Settings can be found by going to the navigation menu on the left side and hovering over the gear icon. There are a number of different options that allow you to control or change various parts of your Open To Close account. Let's go over each one.

If you only need a refresher on a specific section, use the links below to navigate to that section.

Settings

Organization Settings

You can adjust your Time Zone and turn off the How it Works button you see on various pages throughout Open To Close. Turning this off will make it so you no longer have access to in-app tutorials.

Another option is your date display. You can choose how you would like your dates displayed for your property dates.

When you are on the Properties page, you will see a little bar next to the address of any transaction you are a part of. This is the Priority Health Bar which allows you to quickly see what the priorities are for that transaction. You can choose to show this bar or hide it.

This is where you can change the view for your tasks to either a full view or a collapsed view. Full view will show these options: priority buttons, parent/child buttons, and address. The collapsed view will only show the task title, address, action icons, and date.

There are several different places you can add notes to in Open To Close. You can choose to have these notes included or excluded from the agent portal, client portal, and/or mobile app. These include the following types of notes:

You can add your email address to your Open To Close account so you can send and receive emails through your Google Workspace email address or your Microsoft Outlook email address.

There is also the option to use a non-API email address if you need to. This article goes over setting up a non-API email address.

You can connect your Google Calendar to your Open To Close account so the dates you are assigning to your tasks can be scheduled on your calendar.

There is also an option to display your event titles on the calendar by Event Title: Contract Title or Contract Title: Event Title (e.g. Submit a file: 123 Test Ave or 123 Test Ave: Submit a file).

This is where you can set up your text notification so you will be notified via email when you receive a new text message. This includes the following:

If you want to have specific emails show up in Open To Close, you can use a different query string to pull in the emails you need. Just think of a query string as what you are searching for.

For example, if you want to only see emails that have to do with your closings, you could create a query string for closings.

You can share your Google Drive which allows you to have all your documents available in Open To Close. If you do not want to share your drive, select No from the drop-down.

This is where you can choose how the Dotloop/SkySlope/Brokermint contacts will import into Open To Close. Even though the image shows Dotloop, the settings for all of these integrations are the same.

The Message Settings gives you a number of options regarding if you would like to receive your messages through email.

If you have a trigger for a file role condition, you can choose whether you want the file role conditions to be processed if there isn't a digital file or if the file has to be present in order to process the file role conditions.

If someone uploads a file and chooses a specific file role for it, do you want the file to be renamed to what the file role is, or do you want it to stay the same as what you uploaded it as? These options default to renaming the file.

You can change the way the file sorting is displayed, either by how you sort them or alphabetically. If you do update this option, be sure to click on Update all properties in this organization.

This option allows you to choose whether you want to display the type of phone number the merge field represents, or if you only want the phone numbers listed.

You can choose how you would like your dates to be displayed for your property dates. This setting will update the property date display for everyone in the organization including Agents and Client Portal Users.

Click on the drop-down to choose a date format from the list.

When an agent portal user goes to their Contact page, they can create different Contact Tables. They have the following options to filter by:

With One-Sheets, you can send out details about the transaction to the different parties involved so they are up to date with what stage the transaction is in. You can choose to remove any empty field that way you don't have blank sections on the sheet. You also have the option to have all of the information stacked or displayed left to right.

If you are not using the Broker Signed Button on a regular basis with your transactions, you can choose to hide the button.

If you do not want to validate your incoming intake forms, you can disable that step here. It is extremely important to note that this impacts all intake forms.

When Disable is selected, this feature allows you to bypass required fields, documents, and contacts on all intake forms. By having this feature enabled, it will still require the field, documents, and contacts to have their values completed before you can submit the intake form.

You have control over which holidays you want to observe and what day they fall on. For more information about setting up your Federal Holidays, please review this article: How To Customize Federal Holidays.