How do I create a new project?

To create a new project:

Click "Create New"

click "Create New Project".
The next screen will offer you the opportunity to:
- Create a New Project
- Clone an Existing Project
- (and for our HighQ integrated customers) Create a HighQ Project

If you are interested in learning more about HighQ and how it can integrate with DealCloser, please fill out the contact form with your request here.

Enter in the project name, estimated closing date, file number and data location.

Please note: the data location you select determines the geographic region where that project's data will be stored. Once you select a data location it cannot be changed. You can change the project name, estimated closing date and file number at any time.

Enter any additional information into a project form. If your organization does not use project forms, you may skip this screen.

Select your signing platform and any additional features you'd like to include on this project.

Once a project is created, Additional Document Security Features cannot be added or removed from the project. See What are Additional Document Security Features? to learn more about Additional Document Security Features.

How do I create a new project?

This is for users who want to start a new project in DealCloser.