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TransactionDesk: Advanced

  • Clarksville Association of REALTORS 115 Center Pointe Drive Clarksville, TN, 37040 United States (map)

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

#1: CREATE TEMPLATES
This section will show you how to create and use Checklists & Templates.

  1. Create Template

    • Add Checklist

    • Add Contacts

    • Add Documents & Forms

    • Attach to Teams/Sharing 

  2. Add a Template to a new Transaction

  3. Add a Template to an existing Transaction

#2: AUTHENTISIGN LAYOUTS
This section will demonstrate how to add your own documents and effectively use them with Layouts in Authentisign

  1. Creating Layouts

  2. Applying Layouts

#3: SPECIFY ADDITIONAL SIGNING OPTIONS
This section describes how to specify additional signing details, such as the signing name, expiry date, automatic reminders, and other options

  1. Update your e-signature for pre-signing documents

  2. Update the name of the signing

  3. Set an expiration date for the signing

  4. Set an automated signing reminder

  5. Update the New Authentisign ID position

  6. Clear signing fields and markups

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July 21

Transaction Desk: Basic

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August 10

NAR Code of Ethics