SureClose Helpful Hint for Today (Re-templating) - 07/30/08 09:24 AM
The ability to re-template a file is a great feature.  If you open a file withing SureClose and later realize that you have created it using an incorrect template, you can re-template your existing file with the correct template without having to delete your file and start over.  Keep in mind that re-templating is like wiping the slate clean and starting over, so any stored information in the section of your file that you decide to re-template will be lost.
Here are a few important specifics to be aware of when re-templating:
If you choose to re-template your document page, any documents that … (2 comments)

SureClose Helpful Hint for Today (Replacing Documents) - 07/25/08 01:28 PM
When using the Chop feature to file documents, if you choose to file your document in a placeholder that already contains a document, one of the options that you have is to replace the existing document with the new one.  BE AWARE: Choosing this option is just like pulling the original document out of your paper file and thowing it in the trash can.  That means that any history record within the system that you may have built with the original document goes away when you replace it with the new document. 
Now, the replace option serves a valuable purpose.  If you … (2 comments)

SureClose Helpful Hint for Today (Beware of Deleting Roles with Auto-Notifications) - 07/18/08 03:04 PM
If you are taking advantage of the auto-notification feature in SureClose, you will want to read this very important tip.  When notifications are established on the template level, they are assigned to the recipient role.  When a file is created and the contact that is filling that role within the transaction is added, the system then attaches those notifications to the appropriate contact.  If that contact is deleted from the file thereby deleting the role, the notifications will be cancelled.  Now, if you add a new contact to that role, they will not receive notifications.  Why?  Well, the damage has already … (1 comments)

SureClose Helpful Hint for Today (Sending Text Messages from SureClose) - 07/17/08 02:03 PM
One of the most frequent questions I am asked is, "Can I access SureClose on my smart phone?".  The quick and easy answer would be, "no", but lets explore this for a moment.  What kind of access would be most beneficial on your phone?  You've got a pretty small screen that you are dealing with.  Would you really want to try and login and navigate through the whole transaction management platform on your phone?  How would you even be able to see documents effectively?  I would think that what you really want and need while out in the field are updates on … (6 comments)

SureClose Helpful Hint for Today (New Print Driver With Upgraded Features) - 07/16/08 07:50 AM
Alert, alert, this is definitely worth your attention!  Be on the lookout for our new and improved print driver.  If you have used our existing print driver in the past, you will be excited with the features this upgraded version has to offer.  If you haven't seen or used our print driver in the past, you will be blown away.  What will the new print driver have to offer?  Here are some of the improved features:
You will be able to name your document easily in the first window at the top of the window. You will now be able to … (7 comments)

 
Beth Young (PropertyInfo Corp. - SureClose)

Beth Young

Houston, TX

More about me…

PropertyInfo Corp. - SureClose

Address: 1980 Post Oak Blvd., 5th Floor, Houston, TX, 77056

Office Phone: (713) 881-7853

Cell Phone: (832) 489-3609

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