If you need to create a closing book then you’ve come to the right place. In today’s post we will cover what a closing book is and how to create an electronic closing book in minutes.
What is a Closing Book?
A closing book is used to summarize and organize all relevant documents generated through a transaction. The closing book contains large volumes of documents that are converted into a single PDF file which is fully searchable, indexed and bookmarked. Once completed the closing book can be distributed electronically or in paper format.
A closing book can also be referred to as closing binders, record books, closing transactions, transaction deal bibles, closing bibles… the list goes on. A lot has changed in the world of document production in recent years and there are now tools to help make the process of preparing and delivering closing binders much easier. Using closing book software can enhance customer satisfaction, save hours of work, reduce costly printing and distribution costs - and not to mention, it’s much more environmentally friendly!
Don’t just take our word for it, here’s how simple it is to create a professional closing binder with Bundledocs…
How to Create a Closing Book with Bundledocs
(Don’t waste time and money creating closing books. Bundledocs does the hard work for you!)
Creating a closing book is made easy with Bundledocs electronic closing binder software. If you need to create a closing book, here’s how it works…
CREATE YOUR CLOSING BOOK. First we will need to create our closing binder and create any folders/sub-folders needed.
ADD DOCUMENTS TO YOUR CLOSING BOOK. Once we have created our booklet, the next step will be to add our documents. You can upload files of any time (word documents, PDF, excel, images, emails etc.) and access them regardless of where they’re stored (local C-Drive, Windows Explorer, Dropbox or your DMS iManage, NetDocuments, Actionstep, Worldox). Check out our Bundledocs Integration Partners for a full listing.
CUSTOMISE YOUR CLOSING BOOK. Once you’ve uploaded your documents you can simply drag and drop to place them in the correct order. Now that everything is in place, we can customise the look and feel of our closing booklet. For example: Add a custom cover page, customize your index/table of contents page, change your page numbering etc. You can even choose what format you want your final book.
DOWNLOAD YOUR CLOSING BOOK OR SECURELY SHARE WITH OTHERS. When you are ready to complete your electronic closing casebook, simply click the Generate button. Your cover page, index page and transaction documents will be merged into a single PDF closing binder. Instantly available and ready to download or share electronically.
READY TO TRY THE ULTIMATE CLOSING BINDER SOFTWARE?
Say goodbye to your closing book preparation worries!
If you’re interested in giving Bundledocs electronic document binder software a try then you can start your free no-obligation free trial now. Prefer to see how it works first? No problem. Get in touch with our team and we will be happy to arrange a free online demonstration at a time that suits you. We can’t wait to hear from you!