New Instanet Training Webinars for the month of JULY!
From getting started to advanced tools, there is a webinar for you!
View All Webinars HERE
Fundamentals of getting started — Client Files using TransactionDesk
Join us for an Essentials overview. Manage client files online with our web-based services. In this webinar, you will learn:
• How to access your TransactionDesk account
• Navigation Bar
• Dashboard Views/Understanding the Wizard
• Customizing your Dashboard
• Creating a Template
• Creating a Transaction and Applying a Template
• Adding Documents to a Transaction
• Form Tools
We look forward to ‘seeing’ you there!
- TUE, JUL 14, 2020 12:00 PM – 1:00 PM CDT
Intermediate: Created a File, Now What!
This session will cover How To Upload Documents into TransactionDesk via Email, Cloud, Browse and the Print Driver.
We will use Authentisign to prepare a Document for e-signatures and Create a Personal Layout.
The session will also cover How To manage Documents using Folders, Merging, Slicing, Moving and Mark-up.
We look forward to ‘seeing’ you there!
- THU, JUL 16, 2020 1:00 PM – 2:00 PM CDT
Authentisign Essentials — e-signatures for Paperless Files
This session will offer a comprehensive look at Authentisign! Authentisign the e-Signature service & Authentisign with a Transaction.
Featuring: “Pen Icon” locations, Authentisign Dashboard, Signing Details, Layouts, the Standard 4 steps and a participant Signer’s signatures.
We look forward to ‘seeing’ you there!
- TUE, JUL 21, 2020 1:00 PM – 2:00 PM CDT
