Schedule At Your Convenience
- Duration: Varies
- Location: RamQuest Headquarters - Plano, TX
- Cost: Contact RamQuest’s Training Team for Specifics
This course includes instruction on using PaperlessCloser and how it affects file tracking and orders within CCE.
At the end of this course you will be able to:
- Set system settings, positional defaults and order settings for publishing information to the website.
- Acess URL Login information and set up New Username/Password Email Message.
- Set up a default E-Mail Name and Address for incoming and outgoing emails.
- Add or delete parties to a file, set restrictions per individual and create User Name and Password for access to Paperless Closer.
- Publish static, live and file scan documents to the website and set securities on documents.
- Monitor web usage and track emails.
- Look at a demonstration of how a customer would access Paperless Closer, retrieve documents and view published information and submit a new order.
- Turn on Paperless Closer alarms and view incoming messages, documents and orders from a customer.
- Process an order submitted from a customer through Paperless Closer.