1. Help Center
  2. Manage Your Project

How do I create a closing book?

This is for users who want to create a closing book.

To create a closing book:

  • Click "Exports" in the Tab Bar.
  • Click "Export a New Closing Book".

    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.

  • 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 so you can choose 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.

  • Click "Download".