Transaction Desk: Advanced - December 2018
- Steve Jolly
Advanced class will cover:
- Transaction Templates
Transaction Desk took on a Facelift in 2017. It’s an all new platform that keeps all the best features of the old system in a new, more mobile friendly look and feel.
The new system is also streamlined so it’s both easier to use and more powerful. Here are a few key highlights:
- The new TransactionDesk is dashboard based, so you can get more information and quicker access to things you need with fewer clicks.
- See recently created transactions, forms and signings right on your home page. Access them with one click.
- You can customize the dashboard so it works best for you.
- More mobile device and touch friendly. Easier to use on the go.
- Better organization for documents using subfolders. Drag and drop upload of files from your computer.
- All new transaction checklists to keep you organized.
CE Credit Hours: 3
WCAR Members: Click here to register for course
Non-Members: Click here to register for course
Celebration of Excellence Involvement Credit = 1 Point