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Night School: Advanced TransactionDesk Set-up to Be Fast, Efficient and Consistent

February 04 2019

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Monday, February 11, 2019 at 3:30 PM PST

This session will cover how to customize TransactionDesk to be more consistent and efficient via templates, clauses and options to manage client files.

We will create a new client file, use the features we added and quickly Authentisign forms and documents. The session will also cover how to manage documents using folders, merging, slicing, email upload, moving and mark-up.

Additionally, you'll learn about:

  • Unlimited online document storage in a transaction file
  • Authentisign, how to email, scan/upload, print drive or fax documents back into online files

Register now!

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