Feature Release: Visual overhaul to document and template areas

November 15, 2022

We've done a complete visual overhaul of our document and template areas within Closer to make them easier to use, and fully customizable.

Choose default documents per file type

Save time by choosing which documents you would like to always appear within a sale, purchase and refinance file.

Customize document folders

Customize your in-file folders for quick access to similar/grouped documents and add as many custom ones as you'd like.

New list view of documents and templates

Goodbye document tiles! Enjoy the new list view of documents within the documents tab of your files and templates within business settings.

Drag and drop

Quickly drag and drop your documents into new folders for file specific selections.