Transactions (TransactionDesk Edition) – Create Templates
***This webinar will be taught by the vendor and is not for CE credit***
This Fundamentals session will show you how to create and use Checklists & Templates.
Topics covered include:
1. How to setup a Checklist
2. How to add Manual & Automated Tasks
3. Create Template
4. How to add Forms & Documents to a Template
5. How to add Checklist to a Template
6. How to add a Template to a new Transaction
7. How to add a Template to an existing Transaction