Helpful SureClose Hint for today (SureClose Upload)
Being able to upload documents with the SureClose printer driver is a feature that I'm not sure we could operate our business without. There are a couple of reasons this feature is useful.
•1) If several documents come to you in a PDF format and you need to file them separately, you can accomplish this by uploading the PDF which will convert it to a TIFF format. Once the document is a TIFF, you can "chop" it (aaahhh, another blog). You would also want to use the SureClose upload feature to reformat a PDF to a TIFF if you wanted to be able to annotate the document. See my blog: Helpful SureClose Hint for Today (Annotating Documents) for more information on this.
•2) If you have a document in another program, like Microsoft Word or excel, you can easily put this document into your SureClose file by using the upload feature. Likewise, if you want to send this document to another SureClose user, you can upload it to their SureClose inbox. This saves you the steps of emailing the document to them.
•3) If you are pulling disclosures and reports from another website, it can some times be difficult and take a while for big attachments to be emailed. You can now open those documents on that website, hit the print icon, choose the SureClose upload printer option and the documents will quickly load into your SureClose inbox or file.
•4) I often meet with clients and have them sign documents on my tablet PC in VREO's Real Estate Dashboard software. Once the clients have signed the documents, I can click the print icon, pick the SureClose upload option and then "print" the signed documents right to the escrow officer's inbox or file. This means, I can be signing with the clients in their living room and the escrow office will receive their signed package before I even leave the table!
There are a couple of cool little things about the SureClose upload feature:
•1) You can code your document placeholders on your templates. Then, when you upload that actual document you can send it directly to the desired placeholder by entering the code.
•2) You can also upload the document to a PDF format by just clicking one little box.
•3) You can upload directly to an assigned file.
•4) You can rename the document so that if you are uploading several documents at once, you can easily identify each one in your inbox without having to re-open them.
•5) You can upload documents to another user.
Now, how do you begin to use this feature? On the home page of SureClose once you have logged in, there is a section covering the SureClose upload printer driver options. You can click on the correct option for your computer and download the printer driver. Now, SureClose upload will be an option within your print menu every time you click on a document to print it. From there, it is pretty simple.
If you have any questions, any one of us at Realt-eTransAct would be happy to help you. I hope this helps!
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