This is for users who want to create & design a closing book.
To create a closing book:
- Click "Exports" in the Tab Bar.
- Click "Export a New Closing Book".
- Choose whether or not to upload a a branded cover page and click "Next" 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.
- Design your index page to your specific requirements then click "Next."
- Choose which documents to include in the closing book and 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.
