iManage Closing Folders - How it Works (2022)
Sahil Zaman, founder of iManage Closing Folders, showcases the product to Bob Ambrogi.
In this Video:
00:00 - Introduction
03:55 - 1. Access Deal, Show Checklist, iManage Work Integration
07:13 - 1.1. Add New Documents to Checklist
09:24 - 1.2. Extract Signature Pages from New Documents
12:18 - 1.3. Variables
15:23 - 2. Signature Packets Process
15:49 - 2.1. Generate New Signature Pages
16:33 - 2.2. Compile DocuSign Package
19:27 - 3. Closing Books Process
20:06 - 3.1. Create Closing Book
20:42 - 3.2. Save to iManage Work
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