15.02 How do I copy a Closing File?

The Closing File Copy utility allows you to copy all or part of an existing file to a new closing file. This is very helpful when you are preparing a closing in the same subdivision or condominium. By creating a master closing file, you can include information such as buyers, sellers, conveyance clauses, title insurance commitment and policies, documents, properties, HUD-1 fees, and other typically required information. You would then use the master closing file to copy information to new closing files.
From the Utilities menu, select Closing File Copy.
Enter the Closing File Number for the file to be copied and click Browse, or just click the Browse button to find the default file.
When the correct file is selected, click OK.
Enter the New File number.
If you want to copy the entire file, click the Select All tabs icon. This selects all items on all tabs.
If you want to copy only the current tab, click the Select Current Tab icon. You can copy as many tabs as you want. You can also deselect specific item(s) on a tab.
Click the Copy File icon or exit the module and save changes.
This starts the copy of the selected information into the new file. When the copy is complete, you will be asked if you want to switch to the new file.
Select Yes to switch to the new file.

The Closing File Copy utility allows you to copy all or part of an existing file to a new closing file. This is very helpful when you are preparing a closing in the same subdivision or condominium. By creating a master closing file, you can include information such as buyers, sellers, conveyance clauses, title insurance commitment and policies, documents, properties, HUD-1 fees, and other typically required information. You would then use the master closing file to copy information to new closing files.
From the Utilities menu, select Closing File Copy.
Enter the Closing File Number for the file to be copied and click Browse, or just click the Browse button to find the default file.
When the correct file is selected, click OK.
Enter the New File number.
If you want to copy the entire file, click the Select All tabs icon. This selects all items on all tabs.
If you want to copy only the current tab, click the Select Current Tab icon. You can copy as many tabs as you want. You can also deselect specific item(s) on a tab.
Click the Copy File icon or exit the module and save changes.
This starts the copy of the selected information into the new file. When the copy is complete, you will be asked if you want to switch to the new file.
Select Yes to switch to the new file.

06/26/2015