Transactions (TransactionDesk Edition) Navigation
***This webinar will be taught by the vendor and is not for CE credit***
This Fundamentals session will get you familiar with how to navigate Transactions (TransactionDesk Edition).
Topics covered include:
1. Logging in and Accessing Areas of Help
2. Customizing the Dashboard
3 .Tour of the Platform and Navigation Bar
4. DocBox and Forms Library
5. Establishing Settings/Branding
6. Setting up Notifications
If you’d like custom training from LoneWolf on a topic that is not covered in this class, click here to to request a custom training session.