Business Settings
Get help setting up your firm's business level settings
By Meaghan and 3 others4 authors34 articles
- Navigating your Business Settings
- Working with Your Document Formatting Settings
- Working with Your SignIT Business Settings
- Working with your Statement of Account Defaults
- How to Set a User to Restricted View
- Working With Your Statement of Adjustment Defaults
- Managing your Instrument Registration Costs
- How to Set a Default Percentage for your Property Tax Adjustment
- Managing your LTT & MLTT Settings
- How to Add or Change Office Detail Settings
- Rounding your Statement of Account in Accordance with Quickbooks
- Changing Your Name in Closer
- How to Add and Update your Billing Details in Closer
- How to Edit your Downloaded Document Name Preset
- Navigating your Profile Details
- Editing your Statement of Account Text
- Working with Trust Ledger Defaults
- How to Access Your Closer Invoices
- How to Change your Password
- Setting A User To Admin
- Security Settings
- How To Invite Colleagues To Your Closer Account
- How to Change your Email
- How to Add and Edit Custom Checklists in your Settings
- Setting an All-Inclusive Fee
- How to Deactivate a User in Closer
- How to Change your Client Name Format
- Changing your Date Formats
- Adding your Mortgage Funding Details to Settings
- Connecting to your LLC Integration
- Adding your FCT Credentials to Closer
- Connecting your Chicago Title Integration
- Connecting Your TitlePLUS Integration
- Connecting to Treefort in Closer