Work with Closing Cost Templates

ClosedEdit a Closing Costs Template

  1. On the Closing Costs list, select a template, and then click the Edit icon.

  2. On the Closing Cost window, change the Description and details of the template as required.

  3. Click Save.

ClosedCopy a Closing Costs Template

  1. On the Closing Costs list, select a template, and then click the Copy icon.

  2. Open the folder in which you want to locate the copy and click the Paste icon.

ClosedMove a Closing Costs Template

  1. On the Closing Costs list, select a template, and then click the Cut icon.

  2. Open the folder to which you want to move the template and click the Paste icon.

ClosedDelete a Closing Costs Template

  1. On the Closing Costs list, select a template, and then click the Delete icon.

  2. Click Yes in response to the confirmation message.

ClosedRename a Closing Costs Template

  1. On the Closing Costs list, right-click a template, and then click Rename.

  2. Type the new name.