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TransactionDesk: Advanced

  • Byers & Harvey 1820 Business Park Drive Clarksville, TN, 37040 United States (map)

This 2.5 Hour course is being offered at the Byers & Harvey Real Estate & Management training room. To register, email kayla@alignedaxis.com. (Note: this is a non-CE workshop)

#1: CREATE TEMPLATES

  1. Create a Template

    1. Add Checklist, Contacts, Documents, and Forms

    2. 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 26

Marketing Strategy & Lead Generation

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December 12

TREC Core