Coda is designed to work as a Client/Server application. You deploy the Coda Windows Client to your end users with familiar Windows user interfaces.

Coda consists of the following components:

Yes. You can download the fully functional Trial Version of Coda from our evaluation site, and try it for up to 60 days.

Coda is comprehensively customizable. All the views (screens) and fields can be customized. All the workflow rules can be configured and changed. In additional to the GUI and workflow rules, many other settings can also be customized or changed according to project needs or personal preferences. Contact Software Genesis Customer Support for further information in regard to customizations for the way you do business.

Yes, Coda provides several levels of security control. First, Coda requires each user to pass his or her own authentication to log in to the system. Second, by defining role-based account types that are associated with different privileges, users with different account types can have varying privileges in the system. Third, page-level access control can be enforced based on the user account type.

Yes, Coda provides numerous title and escrow documents along with Accounting and Management reports, all of which can be customized. If you have your own Crystal Reports report editing tool, you can use it to edit the delivered documents and reports or contact Software Genesis for customization assistance.

Coda is very scalable. Some Coda customers only have a few users, but some of our customers have many users, both local and in remote offices. No matter whether your team is small or large, Coda performs well.

Coda uses floating (or concurrent) licensing. Floating licenses only count the number of concurrent users and do not care about specific users or the number of client installations.

Coda Enterprise Edition is targeted for big organizations, or those agencies that need much more power in title and escrow production. The following features are available only in the Enterprise Edition:

Yes. You can add an unlimited number of custom fields to Coda Custom views (screens) to track all the attributes of your orders.

Yes. In Coda client you can create an Order Template Base Order where you populate values in the fields. Therefore when a user selects File/Create New Order in order to create a new order they can select the "merge template base/prior" option where they can choose a template for order creation.

Yes. An integrated Spell Checker is available through-out the application.