An Order’s configuration is done when an Order is in the configuration status. However, you do have the ability to go back to the Pre-Closing Review phase and make changes at any point before closing the Order.
Accessing the "Configuration" Screen
- In the Digital Close Enterprise Lobby, click on the Order to open.
- Click on the “Edit” link in the “Documents” section.
Note: By default, the screen will open to the first document on the document list.
Navigation ButtonsA. Double Arrows Pointing to the Right: Click on this symbol to show Order details.
B. Back: Use this button to go back to the previous screen.
C. Tags on this Document: This button shows a list of tags on the document displayed.
D. Print: Use this button to print out the document displayed (not to be used to print out wet-signs).
E. Upload: Uploads an additional document.
F. Delete: Deletes the document displayed.
G. Save as Template: Saves the document’s tag configuration as a template for future use.
H. Save: Saves changes.
I. Double Arrows Pointing to the Left: Click on this symbol to view a different document.
J. Full Screen: Click on this to see the document in a larger view.
K. Phase Bar: This bar has four green portions and 1 blue. The blue portion indicates what phase you are, currently, in. Clicking on any of the green portions will take you to its corresponding phase.
Document DetailsA. Edit: Use the link to edit the document name field.
B. Audience: Select who the document will be visible to.
C. Additional Action Required: Use the check box to set the document for special attention or requirement.
D. Wet Signature Required: Use the check box to set the document for wet signature.
E. Phase: Select what phase the document will show up in.
F. Document Templates: Select what document template to apply.
A. Tag for Signature: Creates two individual tags.
- Signature with a “Details” box for either a Buyer, Seller, Lender, or Closing Agent
B. Tag for Initials: Creates a tag for initials.
C. Tag for Education: Creates a box tag in which to place a link to educational videos, pictures, or documents that provide the Borrower about everything they are signing.
D. Tag for Notary: Creates three individual tags.
- eNotary signature
- eNotary seal
- Commission expiration date field
E. Tag for Text: Creates a multifunctional tag and “Details” box. You can choose to make it a text tag, date field, or a checkbox on a document.
Note: Tags are all independent from each other and can be moved to different areas of the document.