Mon, Oct 18|
Transactions Advanced Features Phase 2 Session 1
Time & Location
Oct 18, 2021, 3:00 PM – Oct 25, 2021, 4:00 PM
About the Event
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!!!