Fri, Oct 08|
Transaction Management Fundamentals Phase 1 Session 2
Time & Location
Oct 08, 2021, 12:00 PM – 1:00 PM
About the Event
Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Defining Transaction Management
2) Create a New Template containing a Basic Checklist
3) Add Template to a new Transaction
4) Explore Transaction Summary Transaction Management Functionality
5) Explore the Agent Dashboard/populate graphs
6) Display and discuss Transaction History and Recent Activities
7) Transactions (zipForm Edition)
Guided Help This course is the second in a series of courses within the Phase I Learning Path.
Continue on your path by also registering for: • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!!