In this video, I will guide you through the process of creating transaction templates in Transaction Desk. I will explain how a broker with super user access or a single agent can create and share templates. I will also show you how to add checklists, contacts, documents, and forms to your templates, and how to customize them based on the type of transaction. By the end of the video, you will have a clear understanding of how to create transaction templates and utilize them effectively.
In this video, I will guide you through the process of adding clauses in Transaction Desk. I'll explain the importance of checking with your broker and having the brokerage attorney review the clauses. We'll explore the different types of clauses available, such as personal, office, and system clauses. I'll show you how to search for specific clauses and how to create your own personal clauses. Finally, I'll demonstrate how to add clauses to your forms and provide some tips for using them effectively. Watch this video to learn how to enhance your workflow and ensure compliance with clause usage.
In this video, I demonstrate how to efficiently set up and apply layouts in AuthentiSign to save time and streamline the signing process. By creating layouts, you can easily apply predefined settings to multiple signings, eliminating the need to manually set up each field and markup. I walk you through the steps of creating layouts, mapping signatures to specific documents, and customizing layouts for different signers. Watch this video to learn how to optimize your workflow and improve efficiency in using AuthentiSign.
In this video, I will guide you through the process of slicing and merging forms and documents using Transaction Desk & Authentisign. These tools are a great way to manage transactions more efficiently by only sending the needed documents to the other parties involved. By the end of this video, you will have a clear understanding of how to effectively use the slice and merge buttons in Transaction Desk, and the delete pages feature in Authentisign. Get ready to streamline your workflow and stay on top of your transactions!