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Paperless Files Like a Pro: Fast, efficient and consistent

July 21 2019

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Thursday, July 25, 2019 at 10:00 AM PDT

This session will cover:

  • How to customize transactiondesk to be more consistent and efficient using templates, clauses, checklists and setup options
  • How to manage documents using folders, merging, slicing, email upload, moving and mark-up
  • How to use Authentisign to link signed documents to office checklists
  • Unlimited online document storage in a transaction file
  • Authentisign, email, scan/upload, print drive or fax documents back into online files!

Register now!

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