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Tue, Oct 19

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Online

Transaction Management Advanced Features Phase 2 Session 2

Registration is Closed
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Transaction Management Advanced Features Phase 2 Session 2
Transaction Management Advanced Features Phase 2 Session 2

Time & Location

Oct 19, 2021, 3:00 PM – 7:00 PM

Online

About the Event

Phase II (session 2): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes. 

1) Review Transaction Management  functionality   

2) Review Agent Dashboard and graph population   

3) Revise a previous Template to include a Checklist with due dates   

4) Create and manage new and existing Tasks via calendar, list, and board view  

5) Use Cloud Integration Features and Options  

6) View Transactions (zipForm Edition) Notifications for Tasks   

7) Review Transaction-specific Tabs    

This course is the second in a series of courses within the  Phase II Learning Path. Continue on your path by also registering for:  • zipForm® Mobile and TouchSign®  

Webinar link:

https://global.gotowebinar.com/join/6830238117787913486/837565369

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