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good morning everybody and welcome thank you so much for joining us today i am leslie wyatt i am director of compliance at soft pro and good news for you all today we are going to be talking about soft pro select tips and tricks and for those of you that join us um every other week for our save your seat webinar series you get a break from listening to me today we have rhonda webb who is a trainer at soft pro she is um one of the experts on software select so it's good that we have her and not me because it's not much i could show you um so we're gonna have rhonda take you through some tips and tricks but beforehand i just want to go over a few housekeeping items per usual one is we welcome questions we would love for you to ask throughout there is a questions feature that should be on your webinar screen it's on the right on mine i don't know where it falls on yours but if you just go ahead and click that and type in your questions we'll try to get to as many as we can if by chance we don't get to your question we will send it out as part of our follow-up and recap along with the answer and if we have a question we can't answer we'll certainly have someone contact you that can that said we do send out a follow-up recap email within a day or two of our webinar generally if there's a presentation if there's any tips and tricks or handouts we'll include that there'll be a link to the recording in case you want to listen to it again or if you want to share it with people within your office if anyone has any questions at any time please know that you can reach out to myself you can reach directly out to rhonda you can call support your sales reps whatever you need and again if you reach out to us and we're not the right people we will certainly put you in touch with who is so enough with me please send your questions and i am going to turn it over to rhonda and rhonda thank you so much for taking the time to help us out with this today absolutely good morning everybody i am rhonda and we are going to be going through all kinds of nifty soft pro select tips and tricks so have you ever wondered things like are you familiar with how we can actually do a split screen functionality in the system how about if we wanted to populate our task into a different side of our screen instead of always at the bottom we can change settlement types from a cd to a hud with the click of a button did you know that there are about 50 shortcut keys keyboard shortcut keys that can be used as you're going through doing things within the system that's what we're all going to be exploring today the various ways that we can help kind of enhance your experience and select with these kind of neat tips and tricks so let's go ahead and get started so i'm going to pull up my screen all right so first off i'm going in i'm searching for some orders and they're about five files or orders that i want to be working on today did you guys know that you can actually open multiple orders at one time if you go in and execute let's just say i put in a quick search and i'm a big flintstone fan so i'm going to put in the flintstones and hit enter when my search results pop up here at the bottom of my screen i can actually go in hold down my control key and i can highlight the five orders that i want to be able to open because as we all know right we can only have five orders open at one time i can highlight those five orders i can right click on my mouse and i can choose the option to open and when i do it goes through and it opens each of those individual orders for me as i needed them to open them up based off of the ones that i chose so i can go in and open multiple orders at once and it opens them in my nifty little tab format it pops up my note alerts as needed so that's one functionality we can do within search other things we can also do within our search field is if we are in our search results fly up window here at the bottom of the screen if we wanted to view let's say the order history of a certain order you can also right click on an individual order you can view the history it will open the order history tab so you can see what's going on order history allows you to kind of view what's going on in the order itself every single time an order is saved it keeps a log of that save it shows you the user who saved it the date and the time that they saved it there are descriptive fields over here to the right and within these descriptive fields if it is a field that is actually trackable within the system and they are relatively about um 50 or so that are trackable if it is a trackable field if you double click and open up that certain log it will give you a details table and within this details table it will show you what the old value of the um field was excuse me versus the new value so you can utilize it to see who changed certain items within an order notice if i double click on this log it shows me that i didn't have a loan amount originally and then i went into this order and added a loan amount so you can view your order history through your search flight window by right-clicking on an order you can also access your order history in any order that you actively have open when you are in that order in your order ribbon tab here at the very top under your quick link section there is an order history button so you can access it at the order level or you can just view it straight up off a start page the other things you can do within the same search fly up window is you can right click and you can print a barcode so if you guys are utilizing the barcoding functionality within the software and using those to separate out your documents you can also print a barcode from here as well what if i want to search for an order i know my order number but i don't want to open up multiple orders instead of having to utilize your search results fly up window each and every time if you put in an order number and you know the order so let's say i go in here and i put in my order number if i just hit enter twice it automatically pops up my search results and it then automatically opens up my order for me so that i didn't have to click too many times by clicking to search and then going down into search results and double clicking to actually open the order itself so those are just some different little chips you can use when you're executing searches you can open multiple orders you can view histories you can print barcodes or you can open an order directly by just putting in the info and double clicking enter in the field to populate it up so we talked a bit about were you aware that you could actually create a split screen functionality within the system what if i do have two orders open so let's say i go in i have two orders now open up it's opening up in my tab format but i want to see these orders side by side you guys have the capability of creating a split screen of them by left clicking and holding the order number tab and just start dragging it when you do you guys will see this little directional arrow kind of square thing here in the middle if i wanted to put these orders side by side i can do them from the right or the left i can just move it over here to the right i can let it go and now notice it's going to show my orders in a side by side capacity what if i wanted them to be on top of each other again you're always going to get when you start dragging it that directional arrow and then i can move it to the top so now i can have them tiled on top of each other versus side by side you can then pull another order if needed and you could populate that one as well you would then whichever order number is bolded that's the order you are actively working in what if i wanted to pull it back well to take it back to its default status right we want to reset it grab the one you placed outside pull it back down and then you can just drop it here directly to the right of the last tab when i drop it it puts it back and it resets it in its default status so you have that capability of creating those split screens you can even do it when you're dealing with a document screen if i have my document screen open i can pull it in and create it from a split screen standpoint to see the documents i may be creating for one order over the other again to pull it back guys you just grab left click and hold the tab drag and drop it over and it puts and resets it back into its original format you would do that same functionality if we were dealing with things like our tasks we're going to be dealing with tasks i want to see my work items i don't want it pinned necessarily at the bottom of my screen maybe i want to see it in like a right hand panel you can do the same functionality outside of orders with these tabs here at the bottom as well if i wanted to view my work items all the time but i again didn't want them here at the bottom of my screen if you pin your my work items down so it's going to auto minimize always to the bottom of the screen unless when i'm actively in the fly-up window i come over to the right and i click the push pin when i click the push pin i lock it down into that section and now i can put my cursor in it and i can start dragging it just like we would in order and let's say i drag it to the right i can now drop it and now here are my work items always on the right side of my screen so that if i'm working in an order i can see my entire order without the bottom of it being blocked off with it being pinned in and i can view my tasking work items over here on the right hand side you can put it to the right or you guys can drag it to the left you can put it at the top or the bottom wherever it works best for you if i wanted to bring it back down i just bring it back down to the bottom i can then unpin it and it's then going to auto minimize at the bottom of my screen again okay so that's some of the functionality you can do as far as split screens and searching other thing i wanted to draw you guys attention to is notice here in my order in my my screens over here on the left we have a new set of what we call soft pro enhanced my screens it takes that my screen setup that we are used to seeing and it creates an additional section to it for documents and recording screens so it kind of takes those same my screens and put some in a different order format you're going to have a section now as i said specific to documents and recording screens so they have their own individual section you can always view which my screens you have by going into your order ribbon in your order ribbon under quick links there is a my screens button if you click on my screens it will give you a list of all of the my screens in which you have access to and if you are utilizing soft pro screens you can now also have installed soft pro enhanced screens which again gives it a little different flow a different little format within the order it does things like put all of your legal descriptions on one page versus them being in two separate screens and again it splits it out in a little easier flow of formatting for you it also gives you the capability over here on the right hand side to actually have a status bar that will keep you up to date on if your order is balanced as well as funds coming in from and funds going to a buyer or a seller so you have enhanced my screens how do i change that settlement type right that's a biggie we go in we create a new order we create it as a cd and lo and behold we get working in the order and it is determined they're not going to get a loan it's going to be a cash deal and we want to actually produce a hud statement well as we know we can't just come in and switch our my screens around to have access to hud screens versus cd screens we actually have to create a new order and create that order with a settlement type of a hud well you can actually do that all from your cd order itself it will cancel this order it will automatically create a new order for you and it will give that new order the same order number and you've now converted it from a settlement type of a cd to a settlement type of a hud well how do we do that we do that by installing our toggle settlement type toggle or toggler as you'll hear us call it allows you to basically toggle between those settlement types so i've opened this order as a cd i need it to be a hud type file so i need to toggle that settlement statement to a hud in order to do that as i have the cd file open i'm going to come into my order ribbon and i'm going to click on toggle it's going to pop up a window for my toggle settlement type and it's going to say hey you're about to switch these from a cd to something else what do you want to make it because we have not only a hud settlement type but a commercial settlement statement settlement type as well so you could toggle it to either one of those types i'm going to choose to toggle it to a hud and then it will allow you to apply a template so you guys can create toggle templates specific to those settlement types some of the reasons you may want those toggle templates is to pull in things like formulas for certain fields in a hood template you may have that may not be in the cd template because keep in mind guys we're just taking what we had and kind of converting it we're not going to be putting in an actual hud template like we would if we were creating it from scratch so your hud toggle template would give you that capability to grab some of those specifics that you have as far as formulas in certain fields to populate in if i chose to apply a template i could click on the apply template check box and then it would be a drop-down list of those templates if you are creating a toggle template it does have to have the word toggle within it so it knows which one to populate you can either have it applied before or after the copy and keep in mind guys when it copies an order it copies all of the same screens so all of this information that you see i have listed here sales price property address contact information any charges i had entered on the tax proration screens are the hoa proration screens all of that information is going to copy over so i can choose if i want the hud or the toggle template to be applied before or after the order is copied and then i can say okay and when i do it starts that process and it starts toggling it so it renames my original order because again it's going to keep my order number i don't have to change my order number for any purpose it creates the new order then it's going to go in and it's going to copy all of that information once the process runs through it's going to pop up another little window here for me and it's going to say congratulations you have successfully toggled into a hud file and then it's going to give you some other information to say okay we've done what we needed to do but you need to make sure that you save this order as soon as we finish this toggle process so as it goes through and it finishes its magic in the background here's where it's said as typical of a webinar it says well your order cannot be populated to apply the old order as a template manually contractor administrator so in most instances guys it comes up and it says hey the order settlement type was successfully toggled it would have populated your info i'm having some difficulties here within mine but it would have toggled it and it would have said hey please review the order and save to finalize if you do not save this new order will be empty the next time it is opened so it is very important guys if you use the toggle component that you go in and you save it as soon as you have toggled it it's going to show you your new order notice if i go to my escrow and closing screens i can see where i am now viewing the actual hud screens versus the cd screens and if i were to go out and i were to search for this order so if i search for that order it is going to show it to me twice here where it just has my order number is going to be my current file my in process file and it would have taken that cd file and it would have made it duplicate it would have indicated the proc order status as being duplicate and then it would have also taken and canceled out both my s title and my escrow statuses for me so that toggler gives you the capability to do it all kind of with the click of a button hey rhonda we have some questions if you have a second sure okay um so two people asked about the npm's my screens one person i'll ask people saying then you can answer one person said how do you download the enhanced screens and someone else said what version of select starts having the enhanced software screens or is that a bundle we can request so that's something you guys can just request if you guys reach out to soft pro support you can let them know that you want them to install these soft pro enhanced my screens it's not based off of a version it is just a mic a set of my screens that can be installed okay then um we also have a question that says um can you review how to open up a file for a reside uh she says i know they'll work around but apparently not how to actually open it properly um so i don't know if you can open a file for a refi component um so as far as creating a refinance file you would create it the exact same way guys you would come in and hit create or whatever avenue you used to open a new order if you have prefixes and suffixes you would put those in place just like you typically would it'll pull in your order numbers you would assign it to a trust account and then if you're creating a refi for a cd you would have it as your settlement type as a cd if you're creating a refi kind of like a heloc loan and you're using a hud form or a reverse mortgage then you would choose your hud settlement type so you would open it the same way you just want to make sure that if it's going to auto-populate a template for you that you're pulling in your refinance template because that's going to set it up for those refi i guess kind of like that third screen on a cd that's a little bit different if you have it pre-populate you can remove a template by highlighting it and clicking the minus and then you want to go out and just search for your template so i'm going to click search i'm going to come straight to the bottom right and click search again it'll give me a list of all of my templates and i'm going to come in and i'm going to choose my cdf refi template so you should have templates specific to transaction types purchase refi cache and then you'll have templates specific to settlement types cd commercial settlement statement hud and then you would say okay and then click ok again that's going to open your order for you now if you're opening your order and i don't know if this is what you're saying doesn't exactly run right when you open your order in order to have that alternate page three so that it shows just payments and payoffs versus a typical page three of a cd in your escrow in closing my screens at the bottom under options it gives you the option to use the optional cd forms for transactions not involving a seller or a refi you want to make sure that check box is checked that then makes your page three look like this where it kind of matches what the lender is sending you as far as it just showing payoffs and payments if your screen looks like this that just means that the check box isn't checked off and it's a tip it's a typical page three as if you were doing a purchase transaction with offsets between a buyer and a seller hopefully that answered your question let me know if it didn't okay thank you um let's see someone else says can you add the enhanced screen to one of their current screens so if they have custom my screens that might be a little bit different because they are accustomed to that specific customer um that i would reach out to i would probably reach out to support and see if they could assist with that if not that might be something that has to be worked out maybe through your sales rep okay and then i think the last one for now before you and then you can move on um is have you modified the toddler to retain the order number prefix and suffix field it will retain those fields yes so if i go in that one i'm not 100 sure of i'll be honest with you so if i go in and i create this order to toggle so if i create my cd with a prefix and a suffix and then i go to toggle it and i want to toggle it to a hud it is retaining my settlement type go ahead we had another customer actually just chime in and said it does they've toggled with them before so yep there's your new order and it keeps your settlements suffixes and prefixes so we're good to go there yes it will great okay i think um one last question sorry and it says um how do you know what version where we are using compared to yours our companies like solder but they're not sure um you can to see the current version of select that you are running if you single click on your file button and you go down to the bottom right to select options in about select it will show you your version number so i am on version um i think this rolls out to be like 4.3.15. okay great all right i'm gonna let you go and then we might ask a couple more questions sure sure all right so that's doing some features within changing togglers and stuff some of the other nifty things you can do is when we are actually talking about using our shortcut keys right so did you know that when you are in a scrollable field any sort of text field with a scroll bar you can actually expand that field so i'm looking at this legal description thinking oh it's a lot in there for me to scroll up and down to read if you place your cursor anywhere in the field and hit control e for expand it actually opens it up into a scrollable field editor so it just gives you more capability to see a bigger picture of what's in that scrollable bar you can even grab it in the bottom right and still make it a little bit bigger if needed you also guys have the capability of running a spell check in any field whether it is a editing field where you can scroll through any field you can type text in you can run a spell check in you place your cursor anywhere in the field and you're gonna hit f7 on your keyboard that's going to access your spell check you can then go in and run that spell check as needed so again whether it's a text field or whether it is a description field on your cd if you hit f7 it's going to run a spell check in that certain field for you some of the other shortcut keys that you guys can utilize that kind of helps you navigate around f2 is our remove key right f2 is our best friend ever it's going to remove red text from a field you single click a field you click f2 that removes that information out of that field it also will re-link black text in red text if you go into a field and you modify black text so if i go into this field and i modify the text here for the name in this name field it's going to change the text read it was black text which i modified if i needed to link it back up to what it was originally connected to i single click i hit f2 so f2 will either delete a field completely if it was originally red text or it will re-link a black texted field which you modified to the area it was originally linked to so f2 is a biggie the best one ever the other nice one to have access to is f5 so i'm going along here struggling along putting in all of my information and i put in my homeowners premium well it pulls in my homeowner's code contact code but it does not populate my contact name which means i never entered them at the contact level well i can actually access their contact stream screen straight from here if i single click the code and hit f5 on my keyboard it takes and opens me up directly to my hazard insurance agent contact i can then access my lookup table i can pull in my contact information and then if i use the escape key guys instead of hitting my back browser if i hit escape look what it does not only does it take me back to page 2 but it takes me straight back down to that section of my cd instead of it taking me to the top of my cd and me having to scroll down whereas had i used that f5 functionality and instead of hitting escape to use my browser button it takes me back but it takes me back to the top and i have to scroll so escape when you're going backwards and forwards will bring you back down to the section that you were in when you hit f5 when we're talking about f yes i'm so sorry and just before we get too much further we have one last question about the toggle feature so i just wanted to ask you um they said they thought that terrible feature created a new order number in the system is it remembered somehow in the background um i don't believe it it gives it the same order number uh my underdog that that wasn't quite my understanding of it but i can get some more information and we can send them a guide on exactly how the toggler operates that's perfect yeah actually i just sent them a message to that too and since i've already interrupted you and somebody says hey your screen is showing attachment browser will you go over that that is that is not something so that is a um a item that i had installed for a certain customer who purchased that i'm not sure that that's something that um everyone has access to i mean you guys won't i mean you have to tell me leslie i'm not sure it's it is not a um free it's not it's not like toddler that can just be installed it's something they have to purchase that's fine i mean that's important as long as they know that as long as it's available to anybody if they purchase this i think it is i think it is i'm not 100 sure but i will show you what attached my browser does um let me finish this part up and then we'll go through attachment browser guys um okay so when you are in your contact screens and you are looking at your lookup tables you can always click on the lookup code hyperlink to access your lookup tables but you guys can also utilize function keys if you're more of a keyboard operating person then if you wanted to access your lookup table you can always put your cursor in the lookup code field and if you click f9 on your keyboard that will access your lookup table then you can go in and you can either search for your contact or you could scroll through and find who are you looking for double click to pull their information in um you can use escape as we indicated instead of the back uh browser bars to go back and forth between your screens you can also right click on your elevator bar over here to the far right so if you write if you put your cursor kind of on the um the bar itself and right click you can scroll to the section you are at when you clicked the right click button and it takes you up you can also go to the bottom of a page or the top of the page you can do page up and page down or you can scroll up and down as well so it just gives you a little bit different capability with your elevator button over on the far right if you wanted to access some of the other screens that you see i notice that i'm out of balance i want to see why i'm out of balance if you click f12 on your keyboard that's going to open up your order balance screen it will give you direction as to why your order may be out of balance and where you need to go to make some modifications you can also go in and click f11 and that will go in and populate your loan funding summary when you're getting ready to balance and we're not exactly balanced out to our loan funding amount we can access a loan funding summary window that breaks it down for us with totals amounts of what we are deducting and crediting from the lender and how we came up with our loan funding amount based off of the data we have entered in our order your order transaction screen is a biggie here you can utilize those same um is where you're really going to utilize a lot of the shortcut keys you want to make sure that those contacts are filled in so again even from here doesn't have to be a cd page i can click f5 and i can enter direct contact information for contacts to populate in for me i can from here group and ungroup checks so if i needed to take my recording fees and ungroup it into two separate check transactions i could click on the group hyperlink and i can move them to the left and now i have two separate checks payable to the lender or to the recording office versus just one from here once i know i'm balanced out and want to access my register instead of having to use my mouse and going up to the ribbon and clicking on the register icon i can hit control r and control r will take me into my register if i needed to go in to my documents control d will take me to documents and if i wanted to view my work items to deal with my tasking component control w will open up my work items for me when you are viewing your documents there are even some shortcut keys that you can utilize here if i pull over a document to preview and i go in and i preview it once my document has been rendered and i'm looking at it if i hot spot back in to my order to make a change so if i go in to change my my property address and i say all right i'm actually at give it a second all right and i come in and i change my property address when you guys go back into documents you don't have to hit documents in the ribbon you can just go straight back to the documents tab notice it wants you to refresh well you have a refresh shortcut key again if you're more keyboard oriented just hit f5 here f5 is the equivalent of you clicking that refresh button or that refresh hyperlink and it will refresh your document with those changes you just made within your order if you wanted to go back to your documents where you started where you started pulling them over to choose which documents to print or to preview you don't have to close out of your documents tab to go back to your document selection screen in the documents ribbon here at the top the very first icon is start new you can click start new it takes you straight back to your selection screen you can come here to begin again you can access start new from the ribbon you also have the start new capability at the document distribution screen here at the very bottom right hand corner you can hit start new and it too will take you back to your selection screen for you to make changes you can also remove your documents from your ready docs by hitting f2 as well that will remove any documents in your selected ready docs pane you also have some other nifty tools you can use here and documents to help you out with things so let's say that i was generating my loan policy and i want to create my loan policy and my jacket is sitting in my orders attachments and i want to create one pdf from right here that is my loan jacket and my policy guts itself well i can pull my policy over so i have the guts of my policy and now to add my jacket i can use this add feature here in your selected ready docs if you click on the add drop down you can choose to add documents that already live in your attachment section of your order or you can also attach documents that live on your desktop i can choose existing attachment it will give me a preview of my attachments i can then go in to my policy folder and here's my loan jacket i can highlight it and say okay and now it has added that lone jacket to my documents i can move it up with my directional arrows and if i go into preview you guys can see where it is your actual jacket and now when you go into distribute you'll be able to merge them all as one pdf so that it's the jacket and then the parts of the actual policy itself you could then choose your certain action or actions to take and you could click distribute it'll go in and push all of that information over into your order itself now notice here when i am looking at my options with under actions they are check boxes just kind of a side note guys if it is a check box that means you can choose multiples at once it means i can do all four of these actions it does them in this exact order one right after the other if it is a radio button it is an either or scenario you're either going to merge or you're not going to merge the documents so you can choose multiple actions at once and it will take it and it will do those actions with those individual documents so notice i chose email and publish it's going to pull it in i can choose who i want to email it to it's going to pull up my outgoing email first it's gonna pop in my document into that certain email unless you're having difficulties bear with me a second guys isn't technology great i know it's the best ever and this is just par for the course all right so you can choose those multiple options at once and it doesn't does your email and then it takes your document over and it publishes it for you okay so you you can walk through those processes and it does them both all of those documents are the ones that you published are now going to appear of course in your attachment section so some of the cool tricks about attachments when you're in attachments right and you have all of these various folders set up in your folder structure well as we know we can't email a document from one folder and then choose a document that lives in another folder and attach it to the same email with it set up this way but you actually have the capability of seeing all of the documents listed under every folder at the same time if you go into attachments and you place your cursor just single click in the search field over here on the right and hit the space bar and then enter it's going to take it and it's going to break it down for you and here are all of the individual documents i have and here are the individual folders that those documents live under so you can see all of them at once then if you want to go into email you can use your control key i need to email my addendum my contract and my legal description i can highlight all three by holding down the control key and then clicking on my email icon i can choose who i want to send it to and then it's going to open up my email so here popped on the screen hold on is my outgoing email with my addendum my contract of sale and my legal description even though they lived in different folders i can then go in send it to who i want to send it to and remember it pulls in everything but your signature block i want to come in i want to pull in my signature notice it pulled my signature in plain text if i look at the top of my email it even tells me my message is in plain text well what if i need it to pull in my logo and everything else i need it to be in my html format you guys can change your email text i can come in and delete my signature that i pulled forward if i go into my email under format text i have the capability of changing how the text is formatted i want to now format it as an html now when i go back into message and pull in my signature it's going to have all of my logo information included then i can go in and send my email on so you also have the capability of changing your signature format you can also go in and annotate documents to annotate a document you could highlight the document and you can right click to choose annotate or it's this icon here the pencil in the paper if i choose to annotate it pulls up my document and pulls it up and it lets me know into a separate tab annotate allows you to mark up a document if you need to mark it up you can put stamps on it if you need to stamp a document you can re organize the order the document appears in you can move pages up and down you can insert pages if you needed to insert pages from a different document that lived on your computer you could insert pages into your annotation as well as delete pages from this document you can then utilize your markup icons to do things such as stick sticky notes on it if you needed to put a note or comment on it you can highlight information within a document to send it you can type in text you can draw arrows you can also add stamps stamps can be created through sp admin you can create stamps for things such as this is a true and certified copy instead of having to put a wet stamp you can create the stamp here it puts your stamp up oops sorry it puts your stamp on your document and then you don't have to worry about a wet stamp you can also create stamps to actually pull in things such as your name and the date notice if i pull in this stamp it lets me know that this certain document was approved by me on this date all of this is handled through sp admin you also have the capability of having your signature installed and if you were let's say doing a true and certified copy you could then have it come in and you could add your electronic signature so again i can do everything i need here email it i never had to print it i never had to wet sign it or stamp it these stamps again are created through sp admin you have to have rights to the sap admin module it is under configuration and it is the very last option for a rubber stamp this is where you go in and you can create what you want the text of that stamp to say you can format it with what colors how wide and high you need it borders etc and then you assign it to whichever profiles you need it assigned to as far as the stamp pulling in it was approved by me and the date you can also create stamps with formulas to always pull in the name the full name of the user who is enter putting the stamp on at that point and the date this information such as these formulas that can be put into play into these stamps can be found under f1 which is soft pro's help desk so you have that capability you also have the capability of annotating a document and then removing those annotations but not actually deleting them if i've annotated a document i can save it to my order if i click on the x to save it it's going to say it's going to save and if i go back into my orders attachments and i open up my deed notice when i open my deed and my deed is in pdf format i'll pull it over here i can get it over here hold on please okay you can see where it has the annotated components within it if i needed to send out a clean copy of the deed when i am in annotation mode i have over here in view an annotations button if i click it takes the visibility away so it then allows me to send it as a clean copy but if i click on annotations again it brings those annotations back so it just removes them and brings them back as needed all right so that is some of the nifty things that you can do within attachments now yeah somebody when you were doing when you were working in there someone else can you show the stuff of getting into that area again into management console yeah okay so the management console is found under the sp admin module if you have sp admin rights you would click on sp admin under that in the administration ribbon you would click configuration configuration accesses your management console and so in your left hand pane your very last option is rubber stamps to generate and create a rubber stamp um yep for the user who asked about the attachment browser so what the attachment browser does is it actually kind of um pulls your attachments out into a separate screen it doesn't actually remove them from here but if i click on attachment browser it kind of pulls them into a separate screen that i can now move around so that just means that i can have my attachments my documents on maybe the screen to my right and i can have select open here on the screen to my left so that i can view my documents and work in my order kind of at the same time if you it gives you your same attachment setup that you guys have an attachment so notice it's the same setup it's just kind of taking a version of it and pulling it out you can click on a document that's in your documents attachments and it'll give you a preview of the document so you can actually see a preview of it as you're highlighted on it you can maneuver between the pages you can change the sizes of the docs you even have some of the annotation capability within here that you do under annotate you can go in and you can edit a document so to speak now keep in mind guys any documents and attachments or standalone documents it may say edit but you are not truly editing the document edit is like doing an annotation you're making some changes to it but if you have to resave it you have to re reattach it to your attachment section you're not actually like in word making a change to the document and re-saving it in word it's an outside document that you were just making some modifications to but that edit mode allows you to also add things such as rubber stamps and highlight and redact information to put in comments and you can add pages and delete information just like we can within the attachment section itself and then the save options allow you to save it as a new document within your attachments to save it as to file like doing a save as to your desktop or to just save this version as it sits but notice if i hit save as new it saves it as a new document in attachments it is still the original document i had it's just going to say cop contract of sale copy it just saves it almost like a copy of what i had made but that's what the attachment browser does is allows you to kind of pull it out and then move it around that's the biggest component of it so you can have it on a different screen as you're working within your documents because you don't have the capability within attachments to pull attachments out of an order okay um two things one i i just want to mention um i know you mentioned it right the attachment browser is an add-on and i it is not available for all versions i know it is i think available for hosted but if anyone's interested you can certainly reach out to me you can certainly find out what version you're on or if it's something i can we can get for you um and you can also talk to your sales rep as well and then someone had a question and says what do you enter into the search field to show the breakdown of attachments i assume you know they were referencing so in attachments you put your just single click search hit the space bar once and then the enter key once and that breaks it down okay great okay all right guys um some of the other features that you can use as you're building your order under your order contacts know that each and every single contact that you enter is going to give you the capability of going in and determining how you anticipate their funds being handled so that when you get to your register to make your transactional or get to your register to do your disbursing it can already be identified that the funds coming in are going to be a wire or that the funds going out are going to be a check by default it's going to default both of them as check options a receipt which means you're receiving in a check from them or as a check which means you're going to disperse a check to them if they are going to wire you the information or you are going to wire in funds to them you can set it up here so that when you get to the register it is already defined that way instead of you having to manipulate transaction types in the register by utilizing them at the contact level that also just means that if you know your lenders are always going to wire you funds you can indicate it as an incoming wire and then go in and update your lookup table that is going to pull in then the next time you use that lender so that they know that that lender's money is coming in through an incoming wire you also have the capability on your buyer and your seller contact screens to indicate who represents um there's a representation field um [Music] well maybe not in this version but as to if you pull in an attorney so if i pull into my attorney contact i can indicate which contact this attorney represents do they represent the buyer do they represent the seller do they represent the lender so you have that in some of your ancillary contacts to indicate which uh which other contact that certain one represents so you have that capability to go ahead and pull those in and notice it puts an l by the attorney contact name so that when you see that attorney contact you know that that is the contact for the the attorney for the lender versus a buyer or a seller um some of the other cool things that you guys can do notes notice that when you enter notes now you have category components categories are really good categories allow you to kind of filter your notes for you as the notes in your order are built we know there can be a lot of notes entered this all tab is always going to show you everything but if i only work in title and i only want to see the notes specific to title if i've categorized my note accordingly notice you have tabs here i can just click on the title tab and i'm only going to see the notes that are specific to title so you have that capability of categorizing those notes for you um if you wanted to be totally hands-free you didn't want to use your mouse not even up here in your ribbon if you hit the f10 button on your keyboard notice how it puts up here my numbers and p t o i a it tells you what those letters are you can then tab through the options in your ribbon and use enter to access those screens or you can go in and you can let's say hit o exec etc and it'll pull you in to those certain fields so f10 takes that capability without having to use your mouse you're totally mouth-free other neat little tricks when you're in a date and time feel so here i'm at my settlement date if you're in a date and time field and you need today's date and time you can put your cursor in the field hit the down arrow on your keyboard it will always pull into dates date and time for you um if you ever needed to turn on a log if you're having some things pop up and you're going to need to reach out to soft pro support and they want to maybe catch a log of what's going on if you click control shift and l that opens up a log pop-up window at the bottom of your screen and it will auto minimize down below and it will run log text for things that pop up sometimes when you may see an error etc pop up on your screen for you and then talking about 360 if you needed to reach out to support you needed some assistance with some options you can always go into soft pro 360 and you can put in a support ticket so when you are in 360 under services it's going to be right up here at the top of your services and add-ins is going to be your soft pro support ticket if you double click it's going to link it to your order and then here it's going to ask you to enter your support info so you can give it your name it'll pull in your email you can put your contact information you would choose a support category from the drop down and then put in a description of what your issue is that is going on and then you would submit any of the items that are indicated with a red asterisk are required so those have to be completed in order for you to submit that on to support and then someone from our support team would be in contact with you to help with your issues and then i want to end it all up with you guys with f1 help so if i go in and click f1 no matter where i am in the system it is going to open it up to soft pro's help desk and it's actually going to open it up to the section that you were in when you clicked f1 and it gives you more information on that certain section within f1 you can go to the home page and on our welcome home page you can access videos job aids training information sign up for newsletters all kinds of stuff soft pro wide to go in to assist you as you are going through with putting in the info for your orders you also have a search capability to go in and search for specific topics or items you needed more assistance with and then you can also access help at any time by clicking this little question mark in the upper right hand corner okay i think we have time for one question and remember if by chance someone has um asked the question we wouldn't get to we think we'll certainly include it in a recap but somebody asked how do you set up categories and notes what was the question again i'm sorry how do you set up so in your notes when you click on the plus it should have a list of categories these are filtered or set up again through sp admin so whoever has admin rights within your system can go in and i believe it is under drop down list under drop down list you have uh note categories and yes here are your note categories and you can go in and you can identify which categories you want to see within your notes to be able to assign to so you can create those categories those then will appear from that point forward and then to see these category tabs this view drop down allows you to choose which of those categories you want to view to have access to view but these are created through sp admin drop down list okay great dash run that was so great i learned quite a few things and based on the questions i think so did our attendees so i appreciate your time and thank you so much for doing that for us um if we have any questions that we didn't get to we will certainly include them in the recap remember you'll get a link to the recording and if you think of any questions after this please feel free to reach out and email myself or support or ronda directly i know there's a few questions we've had some follow-up work to do on and we will do so normally we end on recipes we didn't have a powerpoint today because we were working in the program so we're just going to include the recipes in the follow up so if anyone needs anything please reach out we appreciate your time our next save usc webinar will be in two weeks and it will actually be tips and tricks for classics so anyone who is running both or helps people with them please join us again we appreciate your time and we will see you in two weeks have a great week everybody