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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.