Saved You a Seat Episode 6: Mastering SoftPro Standard & Enterprise Q&A
We received several questions from our webinar on SoftPro Standard & Enterprise. Check out our list of questions and responses below.
- How do you get a signature on a ReadyDoc?
- Answer: You can add a signature to any ReadyDoc document. Please contact SoftPro Support, and they will have someone from the Documents team assist you with getting signatures added to your documents.
- Answer: You can add a signature to any ReadyDoc document. Please contact SoftPro Support, and they will have someone from the Documents team assist you with getting signatures added to your documents.
- We have found when we overlay to change from CDF to HUD or vice versa, some fees that we have automatically set get doubled. Is there a way to ensure that does not happen? We wind up deleting the original file and creating a new one with the same file number so the attachments are maintained, but have to re-enter all information.
- Answer: When overlaying a CDF to a HUD, fees entered in the CDF tab should not duplicate in the HUD file since the screens are completely different. When overlaying CDF to CDF, fees can duplicate if the same fees exist in both files.
- Answer: When overlaying a CDF to a HUD, fees entered in the CDF tab should not duplicate in the HUD file since the screens are completely different. When overlaying CDF to CDF, fees can duplicate if the same fees exist in both files.
- Is there a way to enlarge the font on SoftPro?
- Answer: The font size cannot be increased.
- Answer: The font size cannot be increased.
- Can you create a search for a settlement agent (F9)? I have multiple attorneys and have to change it.
- Answer: Yes, there is a look-up table already created in your system for the Settlement Agent contact. You can add each attorney to the look-up table.
- Answer: Yes, there is a look-up table already created in your system for the Settlement Agent contact. You can add each attorney to the look-up table.
- Is there a way to have your subject fill in the file number and buyer/seller/property address?
- Answer: Not automatically. You can add it to the subject line prior to sending the email.
- Answer: Not automatically. You can add it to the subject line prior to sending the email.
- Can you attach an Excel worksheet in ProForm?
- Answer: Yes, you can. You can attach any file that you have saved elsewhere.
- Answer: Yes, you can. You can attach any file that you have saved elsewhere.
- I keep hearing about Express Order Entry. I don't have that on Standard. Did I miss an update, or do I just not have it?
- Answer: The Express Order Entry screen is available in Standard version 31 and/or with the Order Tracking module, which is an add-on to ProForm. You can reach out to SoftPro Sales to provide you with more information.
- Answer: The Express Order Entry screen is available in Standard version 31 and/or with the Order Tracking module, which is an add-on to ProForm. You can reach out to SoftPro Sales to provide you with more information.
- How do I change prompts in the commitment?
- Answer: Please contact SoftPro Support for assistance with prompts in the commitment.
- Answer: Please contact SoftPro Support for assistance with prompts in the commitment.
- If you have a CDF or HUD statement, but you assigned it the wrong number, how can you change the file number? Or do you have to overlay and delete the file? Is there another way to change the file number?
- Answer: For best results, I would copy the file, paste it to your Desktop, delete it in ProForm, create a new one with the correct file number, and then use the overlay function to copy the information from the old into the new file.
- Answer: For best results, I would copy the file, paste it to your Desktop, delete it in ProForm, create a new one with the correct file number, and then use the overlay function to copy the information from the old into the new file.
- Is there a way to save a document, say the commitment, from the ReadyDoc to a Word file? I'm the only one with SoftPro on my computer, and this way others can look at the document.
- Answer: You cannot save it as a Word document, but you can use the "print to PDF" function and save it as a PDF. Once you have it saved, you can share it with whoever needs to review it.
- Answer: You cannot save it as a Word document, but you can use the "print to PDF" function and save it as a PDF. Once you have it saved, you can share it with whoever needs to review it.
