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Configuring a Document

  • Getting to Know the Configuration Screen

    The configuration feature provides a variety of functions designed to make the e-close process more effective ...

    Aug 22, 2017 06:05PM CDT
  • Uploading a Single Document

    Even after an Order is created or pushed into Pavaso, you can still manually upload additional documents to an...

    Jul 20, 2017 04:29PM CDT
  • Splitting a PDF File Into Multiple Documents

    Digital Close Enterprise offers a convenient and easy-to-use Splitting Tool that allows you to split a PDF fil...

    May 18, 2016 02:54PM CDT
  • Marking a Document for Wet Signature

    Even in an e-close environment, Digital Close Enterprise enables you to mark documents for wet signature to co...

    Aug 22, 2017 06:09PM CDT
  • Changing the Audience on a Document

    The audience setting allows the Lender or Title to select who can view a document within an Order. Changing ...

    Aug 22, 2017 06:10PM CDT
  • Document Tag Functions

    Note: Tags are all independent from each other and can be moved to different areas of the document. The doub...

    Sep 01, 2017 04:58PM CDT
  • Copy Tags Functionality

    The Copy Tag functionality allows you to copy a specific tag and its size for repetitive use on that Order. T...

    Aug 22, 2017 06:10PM CDT
  • Document Templates

    A document template is a saved template that contains all tags placed on a document including position, size, ...

    May 26, 2017 11:47AM CDT
  • Deleting a Document

    In the Digital Close Enterprise Lobby, click on the Order to open. Click on the document that needs...

    Aug 22, 2017 06:09PM CDT
  • Printing a Copy of a Document (Without a Barcode)

    Note: This option is not to be used for printing out wet-sign documents as this will not print out the barcod...

    Aug 22, 2017 06:10PM CDT

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