Transactions Advanced Features Phase 2 Session 1

Phase II (session 1): 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) Explore the Transaction Tools from the home page  

2) Create a Transaction and Review Transaction Summary   

3) Add and Organize Forms and Documents within a Transaction  

4) Create a PDF file and activate the PDF Split  

5) Explore the Agent Dashboard and Graph population  

6) Discover Doc Inbox  

7) Collaborate with your team using the Collaboration Tools in zipCommunity™    

This course is the first of a series of courses in the Phase II Learning Path. Continue on your path by also registering for:  

• Transaction Management Advanced Features

• zipForm® Mobile and TouchSign®  Register Now!!!

Go to meeting: https://global.gotowebinar.com/join/266193282383703310/637571749