Your Global Settings can be found by going to the navigation menu on the left side and hovering over the gear icon to choose what setting you want to see. 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.

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

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.

You can also select the default layout for the Task Pipeline page. Currently, you can either have a Kanban view or a list view, but that will be changing to just supporting the Kanban view on July 1, 2022.

There are a number of different places you can add notes in Open To Close. You can choose to have these notes included or excluded from the agent portal, client portal and/or the 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 tasks get scheduled on your calendar.

There is also an option to display your event titles on the calendar by Event Title: Address or Address: 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.

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. Think of a query string as just 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.

Changing this setting may disable your Gmail inbox inside of Open To Close. If you do not understand how to correctly adjust the query field, please contact customer support for assistance.

You can share your Google Drive which allows you to have all your documents available in Open To Close.

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

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

Renaming Main/Additional File(s) - 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? This defaults to renaming the file.

File Sorting - You can change the way the file sorting is displayed, either by how you sort them or alphabetically.

Merge Fields - This option allows you to choose whether you want to display the type of phone number is in the merge field or if you just want the phone numbers listed.

Sharing Contacts with Team - This allows all team members to see all contacts that have been entered into the system by any user.

Sharing Contacts with Agents - You can choose to have all of the organization's contacts shared with any agent or you can choose to not share them.

One-Sheets - With One-Sheets, you can send out details on the transaction to the different parties involved so they are up to date with what stage the transaction is in. This option allows you to remove any empty field and also have all of the information stacked or displayed left to right.

Broker Signed Button - You have the option to hide the Broker Signed Button on a transaction if that is not something you want to see on a regular basis.