Webinar – Transactions (TransactionDesk Edition) Basic Essentials – Starting Point
*This webinar is taught by the vendor*
Phase 1 (Session 1): A perfect starting point, especially for those new to Transactions (TransactionDesk Edition). Come learn the best time-saving tips and tricks from one of our top trainers! In this webinar, you will learn how to:
• How to access your Transactions (TransactionDesk Edition) account
• Navigation Bar
• Dashboard Views/Understanding the Wizard
• Customizing your Dashboard
• Creating a Template
• Creating a Transaction and Applying a Template
• Adding Documents to a Transaction
• Form Tools
This course is the first of a two-part series of courses in Phase I Learning Path. Continue on your path in this phase by registering for:
• Authentisign®: Basic Essentials
*Please note there will be no dial-in option on this Webinar.