Overview
These quick reference guides and videos provide a fast and easy way to learn about the features in ResWare.
Accounting
| Topic | Video/Recording | Written Guide | Audience |
| Creating Sample/Test Checks | Click here | End-user | |
| Fund Claims System – Incoming Wires | Click here | Click here | Admin |
| Posting Proceeds When Amounts are Different | Click here | End-user | |
| Remittance Ledger | Click here | End-user | |
| Set Up a Trust Ledger | Click here | Admin |
Actions
| Topic | Video/Recording | Written Guide | Audience |
| Action Role Rights | Click here | Admin | |
| Add Coordinators and Teams | Click here | Admin | |
| Introduction to Actions | Click here | Admin |
Documents
| Topic | Video/Recording | Written Guide | Audience |
| Create Barcode Document | Click here | Admin | |
| Documents Overview | Click here | End-user |
Homepage
| Topic | Video/Recording | Written Guide | Audience |
| Add, Remove, Rearrange Columns | Click here | Click here | End-user |
| Homepage Layout | Click here | Click here | End-user |
| Manage Team Queue with Colors | Click here | Click here | End-user |
| ResWare Basics | Click here | End-user |
Files
| Topic | Video/Recording | Written Guide | Audience |
| Order Entry Overview | Click here | End-user | |
| Create a new File by Copying from a File | Click here | Click here | End-user |
| Create a new File from the New File Wizard | Click here | Click here | End-user |
| Create a new File from the ResWare Website | Click here | Click here | End-user |
| Copy Data and/or Documents from File to File | Click here | Click here | End-user |
| Import New Files | Click here | Click here | End-user |
| Searching for Files | Click here | End-user |
Notes
| Topic | Video/Recording | Written Guide | Audience |
| Add Notes from Multiple Locations | Click here | Click here | End-user |
| Associate or Disassociate Notes from Multiple Items | Click here | Click here | End-user |
| Search Notes | Click here | Click here | End-user |
| View File Notes from Multiple Locations | Click here | End-user |
Office
| Topic | Video/Recording | Written Guide | Audience |
| Add New Office in ResWare | Click here | Admin |
Partners
| Topic | Video/Recording | Written Guide | Audience |
| Auto-adding Partners Using Actions | Click here | Admin |
Recording
| Topic | Video/Recording | Written Guide | Audience |
| ePN eRecording Service | Click here | End-user | |
| Import Recording Fees Debited from Simplifile | Click here | Admin | |
| Simplifile eRecording Service | Click here | End-user |
Reports
| Topic | Video/Recording | Written Guide | Audience |
| Data Grid Reports | Click here | End-user |
Search Data
| Topic | Video/Recording | Written Guide | Audience |
| Search Data Overview | Click here | Click here | End-user |
| Subdivisions: Admin Setup and Usage | Click here | Admin |
Settlement / New Loans
| Topic | Video/Recording | Written Guide | Audience |
| Files with Multiple Loans Admin | Click here | Admin | |
| Files with Multiple Loans End-User | Click here | End-user | |
| Introduction to the Closing Disclosure | Click here | End-user | |
| Introduction to the Closing Disclosure: Refi/ARM | Click here | End-user | |
| Settlement Overview | Click here | End-user | |
| Transactions After Closing | Click here | End-user |
Shipping Services
| Topic | Video/Recording | Written Guide | Audience |
| Shipping Services Overview | Click here | End-user |
Underwriters
| Topic | Video/Recording | Written Guide | Audience |
| Auto-Adding Endorsements | Click here | Admin | |
| First American Rates and eRemittances | Click here | Admin | |
| Set Up Over the Limit Trigger | Click here | Admin |