This course includes instruction on using PaperlessCloser and how it affects file tracking and orders within CCE.
At the end of this training you will be able to:
- Access File Scan from Complete Closing Enterprise.
- Set up categories and/or document descriptions (depending on security settings).
- Send a document to File Scan from the document viewer; attach a document. scanned into the computer, and how to drag and drop emails into File Scan.
- Edit or delete a document (depending on security settings).
- Move or copy a document to another file within File Scan.
- Print or email a document from File Scan.