Welcome to the CloseWise dashboard tutorial on creating orders.
Your dashboard is your control center for all orders you receive from CloseWise or add from outside systems or clients!
On the left side of your screen select the Order dashboard page.
Once here we will start by creating an order.
There are 4 ways orders appear on your dashboard.
1. By accepting and being assigned an order by companies on CloseWise
2. By manually typing in your orders
3. By using the auto upload Ai. and 4. By importing them from your email
When a company sends you an offer you will receive a text, email, and push notifications where you can click to view the order request.
Once you accept and are assigned the order you will receive another notification and the order will appear on your dashboard.
Now let’s try and add an order not received on CloseWise.
To create or add orders received from outside client or systems, click on the CREATE button at the top right of your screen.
From here you will see an order form where you can add all necessary details and select your client to create the order.
Alternatively, if you’re a pro member you can upload orders to have data entered for you.
Typically, the auto upload takes anywhere from 5-15 seconds depending on the amount of data inside of your upload.
Once the data appears simply select your client and create the order!
To import an order from your email, simply forward the email containing the order details to: upload ai@mg.closewise.com. Thats, upload a i @mg .closewise.com
Once the system receives your order you will be notified via email.
To upload the order click the import button next to the create button to view items that are ready to be created.
This will open a view of the order for you to confirm and create!
This is especially great for notaries on the go who will want to save time entering orders manually during there day!
By adding outside orders to closewise you will be able to use our auto update email system as well as track your orders in the accounting and analytics sections of your account!
