This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: NAVIGATION
This section will get you familiar with how to navigate Transactions.

1. Logging in and Accessing Areas of Help

2. Customizing the Dashboard

3. Tour of the Platform and Navigation Bar

4. Forms Library and Documents

5. Establishing Settings/Branding

6. Setting up Notifications

#2: CREATE TRANSACTIONS
This section will show you how to create and manage a Transaction. 

1. Transaction Navigation Bar

2. Create a Transaction

3. How to add Contacts  

4. How to add Forms & Documents  

5. How to create a Checklist & Tasks

#3: AUTHENTISIGN FUNDAMENTALS
This section will show you the fundamentals of how to send an e-Signature packet using Authentisign, as well as demonstrate the customer’s signing journey.

1. Overview of Authentisign

2. Creating an e-Signature packet

3. Adding Signers, Forms, and Documents for Signing

4. Review Tools (Markup, Drag & Drop)

5. Adding and Arranging Pages

6. Signer Actions

7. Signer Fields