Transaction Desk: Basic - June 2018


  • Steve Jolly

Registration Fee


Registration Fee



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 homepage. 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