Transaction Desk: Basic - December 2018

Instructor

• Terry Atkinson

Registration Fee

$40

Information

Basic/Beginners class will cover the following:

• Dashboard
• Setup
• Transaction Creation

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

Click HERE to Register

 

Celebration of Excellence Involvement Credit = 1 Point