This is for users who want to create & design a closing book/bible/binder.
To create a closing book:
- Navigate to the project for which you wish to create a closing book.
- Once in the project, click "Exports" in the Tab Bar.
- Click "Export a New Closing Book".
- DealCloser gives you the option to upload a branded cover page. Click "Upload Cover Page" to add one or "Skip".
See How do I add a branded cover page to my closing book? to learn more about adding a branded cover page to your closing book.
- Customize the formatting of your index page to your specific requirements, then click "Next."
- Choose which documents you want to include in this version of the closing book. You can exclude specific documents by unchecking their boxes.
- Click "Next"
- Select the type of Closing Book.
See What is the difference between each type of closing book? to learn more about the different kinds of closing books.
- Your Closing Book will appear when ready under the "Closing Books" subtab of the "Exports Tab" where you can then Download.
- Click "Download" to save the closing book to your harddrive.
