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TransactionDesk: Advanced

  • Stewart County Visitor Center 117 Visitor Center Lane Dover, TN 37058 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: CREATE CLAUSES

  1. Create a Clause

  2. Add a Clause to a Form

#3: AUTHENTISIGN LAYOUTS

  1. Creating Layouts

  2. Applying Layouts

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

#5: SPECIFY ADDITIONAL SIGNING OPTIONS
This section you will then learn how to specify additional signing details, set expiration dates and automated signing reminders, as well as clear signing fields and markups.

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October 24

Transaction Desk: Basic

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October 25

TREC Core