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 |