Closing Center Release Notes - 2022
4.5The effective date for ClosingCenter within the scope of this document for this release is November 2022.
SmartSign+ Integration
This release includes additional enhancements to the integration between ClosingCenter and SmartSign+. These changes provide functionality with SmartSign+ that were previously available only with the SmartSign Web selection.
| Lender Configuration Management Changes: SmartSign+ and SmartSign Web Options |
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| Summary: We have added a configuration option to Configuration
Management that makes SmartSign + and SmartSign Web separate
selection options within the new eOriginal Signing Integration
Transaction Source field on the Company Information section of
the Configuration Management page. Note: This
configuration option can only be specified by a ClosingCenter Admin.
Contact eOriginal support contact to have this option set up for your
organization. |
| Generation of Preview Packages in Signature Portal |
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| Summary: ClosingCenter now provides the ability to preview packages within the SmartSign+ Signing Room Signature Portal. Preview links and preview packages are now generated when the user is in the Signature Portal. |
| SmartSign Web Preview Package Disabled |
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| Summary: Automated Preview Package creation is now disabled in Feature Preferences when SmartSign Web has been selected as the eOriginal Signing Integration in Configuration Management. |
| Send for PreClose |
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| Summary: ClosingCenter now supports sending for PreClose with SmartSign+ integrations. |
| SmartSign+ SMARTDoc in Docviewer |
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| Summary: With this release, SmartSign+ SMARTDocs now render and display within Docviewer when the GET Document is called. |
| Advanced Search: Searching Original Friendly ID Formatting |
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| Summary: Closing Center now includes the ability to copy and paste the friendly ID from SmartSign+ into the access code field on the Advanced Search page to locate a transaction. |
| Create Preview Packages |
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| Summary: We have also added the ability to generate and send
preview documents prior to eSigning. Sending preview packages is now a
configurable primary action, and previewed packages now populate with
Closing Details for all participants. Note that visibility of documents in the preview package is based on the participant role. |
| Add Preview Package to Preferences |
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| Summary: We have also added a new Preview Package option
to the Preview Preferences section of Feature Preferences to allow you the
option to make previewing packages the first available option when entering
ClosingCenter. Set this option to Yes to make sending for preview the first available action in the dashboard and to create a preview document for each borrower. |
| Preview Packages Via Email Link |
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| Summary: We have also added the ability to preview packages via
email link. When users click the invitation link, they are taken to the
Signing Room portal to enter the correct transaction and participant
information. Once the information is entered, ClosingCenter generates the
package preview and displays it within the Signing Room. Note: This setting must be enabled within
Preferences.
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| ClosingCenter Document Custom Field |
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Summary: A new custom field has been added to SmartSign+ that
works with Closing Center in the same way the Execution Type custom field in
eCore already functions. The ClosingCenter Document field is intended
to replace the Execution Type custom field in eCore. The
ClosingCenter Document field uses the following values:
If no option is selected for this field, the transaction is handled as entirely digital. |
| Convert to PreClose |
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| Summary: With the addition of the previously mentioned ClosingCenter Document field, ClosingCenter now has the ability to convert to PreClose. Previously, this functionality was available via custom field in eCore. |
| Resend for PreClose |
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| Summary: The Resend for PreClose option is now available for more actions after the initial PreClose email is sent, regardless of workflow. |
| Upload Scan Enabled |
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| Summary: We have added the ability to upload printed and signed documents so that when working with packages created in SmartSign+ that include paper documents, ClosingCenter no longer places the transaction in a completed state. Instead, the transaction goes to the Upload Scan state and the Upload Scan button is available until the scans are either uploaded or skipped. |
| eNote Convert to Paper |
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| Summary: ClosingCenter now includes the ability to convert eNotes to paper. Note that partially signed eNotes and fully executed eNotes cannot be converted. Once the eNote has been converted, the eNote is no longer available as the paper note now takes its place. |
Encompass Integration Changes
| Borrower Phone Number |
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| Summary: We have updated the program to capture and display borrower phone numbers on SmartSign Web transactions for Encompass. |
| Doc Tag Support |
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| Summary: ClosingCenter now captures and converts Encompass tags to the SmartSign+ tag format. |
| Document and Participant Data |
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| Summary: The SmartSign+ integration in ClosingCenter now captures and combines all Encompass participant and document data to create documents, packages, participants, and tags. |
| Encompass Preview Package and Package Creation |
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| Summary: With this release we have added a new preview process for Encompass integrations. Now, when the Send for Preview button is clicked for any Encompass packages using SmartSign+, ClosingCenter now creates the preview package. This preview package can only be viewed by borrowers associated with documents relevant to their participant information and roles. SmartSign+ then generates the closing packages for Encompass customers. |
| Capture and display prop address, loan amount, and loan number |
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Summary: This release includes changes to allow the capture and
display of the following fields on SmartSign+ Encompass packages:
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Other Changes
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PreClose Signature Bypass |
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| Summary: This release includes updates to the program so that the Signature Portal no longer displays via PreClose when accessed from the PreClose invite email. Instead, users are brought directly to the Signing Experience page, where they can enter their custom PIN/Security Code. |
Future Enhancements
| Multi-Factor Authentication |
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| Summary: Development of Multi-Factor Authentication (MFA) is currently underway and will be available within a future release. |
| Additional SmartSign+ Integration |
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| Summary:
Additional enhancements and functionality for the SmartSign+ integration
are planned for future releases. Note the following features are not yet
supported within ClosingCenter and SmartSign+ integration, but will be
available within a future release
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API and Schema Changes
| Assign Closing API |
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| Summary: The Assign Closing API now supports the SmartSign+ friendly ID assigned to SmartSign+ transactions. |
Bugs Resolved
| Bug Fixes |
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| Summary:
The following bug fixes are included with this release:
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