Transactions (TransactionDesk Edition): Advanced Features

***This webinar will be taught by the vendor and is not for CE credit***

Take what you know and become an expert after learning advanced features in TransactionDesk!

In this webinar, you will learn:

• A deeper dive into Settings

• Using DocBox

• Understanding the Checklist Manager

• Creating a Checklist within a Transaction

• Differences between Checklists and Tasks

• Review: Transaction Dashboard, Wizard, and Adding and Organizing Forms within a Transaction