Overview
This demonstrates how to schedule signings and view the signings schedule for themselves and their preferred closing offices.
Enable the Office Option
Admin/General Setup/Offices/Edit Office/Miscellaneous
- Check the option for Signings: Enable Signing Calendar
Enable the Internal User Roles
Admin/Internal Users
- Edit a user.
- Assign the appropriate role(s) to the user.
- The user role for Tabs: View: Signings will allow the user to view the calendar.
- The user role for Tabs: Edit: Signings will allow the user to edit the calendar.
Add Internal Users as Notary Partners
Admin/Partners
To be assigned to signings, users will need to be linked to the signings as notaries. It’s recommended that each user who may perform a signing be added as a notary.
NOTE: If the office option for Signings: Notary: Include All Partner Types When Selecting Notary is enabled, the Notary selection field on Signings isn’t limited to only partners whose type is Notary. If this option is enabled, users can be any partner type.
- Click Add.
- Enter the user’s name as the Company Name.
- Click Add in the Partner Types area to select a partner type for this new partner.
Add Calendar Partner(s) and Preferred Closing Office(s) to Users
Admin/Internal Users
- Edit an internal user
- Click Preferred Closing Offices and Add closing offices.
- These are the preferred closing offices for this user. They will be displayed above a dashed line when scheduling a closing and be available in a drop-down on the calendar. If a preferred closing office is selected, the user will be able to see all the signings scheduled for that office.
- Click Calendar Partners and Add partners.
- Multiple partners can be selected. The selected partner(s) will be used to determine whose signings can be seen on the calendar by the internal user.
- If Only if Signing Notary is selected, the internal user will only be able to see signings that have this partner assigned as the notary. If it’s not selected, the internal user will be able to see signings that have this partner on the file, regardless of whether the selected partner is the notary or not.
- Utilizing this option will allow a user to see the signing on their calendar without being the notary on the signing.
- When both the Preferred Closing Offices and Calendar Partners are set, click Save.
Add Custom Internal User Fields
Admin/General Setup/Offices/Edit Office/Miscellaneous
- Check the option(s) for Signings: Display Custom Internal User Field 1, Signings: Display Custom Internal User Field 2, Signings: Display Custom Internal User Field 3
Provide the labels for each field to Support. Support will update the Application Configuration.
Example: Signings: Display Custom Internal User Field 1 is enabled and the label provided to support is Escrow Officer.
NOTE: The values for each field will vary based on business needs.
Signings Tab
The Signings tab will now have a drop down for the Escrow Officer and the user can pick the matching internal user.
Signings Calendar
The Signings Calendar will now have a show column entry for Escrow Officer when right clicking in the data grid.
NOTE: The column will be named whatever label value was provided to support. 
Example on a File
- When scheduling a signing, in addition to the other required information, select a Closing Office.
- Note that the preferred closing offices for the user logged into Resware are displayed above the line.
- Select a Notary.
Using the Calendar
- Click on the Signings Calendar icon or go to View/Signing Calendar.
- Select either Closing Office or My Signings.
- Closing Office will allow the user to select one of their assigned preferred closing offices and to view all the closings for that office, regardless of whether or not the user is assigned to the closing.
- My Signings will allow the user to see all the signings assigned to one of their Calendar Partners, regardless of the closing office that was selected.
- Select Day or List.
- Day will show all the signings for the selected date.
- List will show all the signings for the selected date range.
- The date range options are Same Day, 2 Days, 1 Week, 2 Weeks, and 1 Month.
List view:
Day view:
