1. Select the overview tab within your file
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2. Select the edit icon next to file details

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3. Enter the information pertaining to your file
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4. Click save
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5. Scroll down and click the edit icon to edit the key dates

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6. Add the information pertaining to your file here

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7. Note: you can indicate if the client is signing remotely by checking this box

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8. Once you are done, click save
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9. Click the edit icon next to keys

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10. Click the checkbox once keys have been released to the purchaser

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11. Indicate who is in possession of the keys here

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12. Enter the lockbox code, if applicable here

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13. Add additional notes, if needed
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14. Click save
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