Does GO! offer transaction templates?

If you are new to Preclose GO! and unsure of where to start with creating Transaction Templates, we offer a library of pre-set templates that are ready to go!

These templates can serve as a basis for editing/ creating a customized version specific to your needs, or you can use them just as they are!

To access your Template Library, Select "Settings" from the page header, and click on "Transaction Templates".

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From here you can view the template or add it to "My Transaction Templates".

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Once a template from your library has been added to "My Transaction Templates", you have the ability to edit, duplicate, rename, or delete it!

 

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