Evolution—Getting Started

Cloud Access - How to Log In	02:22
General Navigation	02:33
Opening Screens Navigation	05:50
Closing Screens Navigation	05:08
How to Open an Escrow	02:14

Evolution—More Features and Topics

Generating Documents	03:56
E-Folder Overview	05:46
Client Bridge – Sending Documents (with and without eSign)	09:24
Client Bridge – Overview from within Evolution	04:31
Client Bridge – Overview from the Client Bridge website/App	04:15
Balance Sheet	01:00
Combine Checks	00:53
Details – for POCs, HUD lines, CD Sections and Separate Checks	02:42
Evolution - Emailing and Creating Templates	05:17
Snapshot Table Selection feature	01:36
Reports (Ad Hoc) overview	11:44

Edge Related Videos and More

General Navigation	05:09
Data Entry Screens	12:17
Generating Documents	09:23
Client Bridge Integration — Overview	04:32
Client Bridge Secure Document Send with eSign — Tutorial	16:03
Client Bridge — Escrow Officers, why provide Client Bridge to your clients	1:38
DocuSign — Demo	01:56
EDGE — Demo	04:27
EF-Direct for RBJ EDGE on The Cloud — Demo	05:26
Email: Creating and Using Templates — Overview	06:37
Escrow Folder — Demo	06:02
PDF Editor — Demo	05:38
Simultaneous Policy Issue — Tutorial	06:44

Evolution—Cloud Access

Evolution—General Navigation

Evolution—Opening Screens Navigation

Evolution—Closing Screens Navigation

Evolution—How to Open an Escrow

Generating Documents

E-Folder Overview

Client Bridge – Sending Documents
(with and without eSign)

Client Bridge – Overview from within Evolution

Client Bridge – Overview from
the Client Bridge website/App

Evolution—Balance Sheet

Evolution—Combine Checks

Evolution—Details for POCs, HUD lines, CD Sections and Separate Checks

Evolution—Emailing and Creating Templates

Evolution—Snapshot Table Selection feature

Evolution—Reports (Ad Hoc) overview

Edge - General Navigation

Edge—Data Entry Screens

Edge—Generating Documents

Client Bridge Integration — Overview

Client Bridge Secure Document Send with eSign — Tutorial

Client Bridge - Escrow Officers, why provide Client Bridge to your clients

DocuSign — Demo

EDGE — Demo

EF Direct for RBJ EDGE on The Cloud — Demo

Email: Creating and Using Templates — Overview

Escrow Folder — Demo

PDF Editor — Demo

Simultaneous Policy Issue — Tutorial