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.