Creating a New Document

Creating a New Document

To create a new document from start to finish, navigate to Settings and under the Documents heading select Masters and click on the + New Master Document button.

Follow the prompts in the New Document Wizard. Start the content of the body of the document by adding an existing clause or a new blank clause.  Document creation takes you through five basic steps:
  1. Input Document Name.
  2. Select which file type (i.e. Purchase, Sale, and Mortgage) the Document will Apply to.
  3. Select Document Template.
  4. Select Loop Status. Some documents are loopable, for example, if a file has more than one mortgage, a separate document must be created for each individual mortgage. Check out this article for more information on looping.

Once you have created your new document you can make adjustments as necessary to the Document Setup section, the signature settings, and add clauses. Once you have added your first clause, you can add additional clauses by right clicking.  Right clicking gives you options such as deleting clause, moving clause etc.


Double click inside a clause in order to edit the clause or add fields. See this article for more information on Clause editing.




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