Transaction Desk Advanced: Templates
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.
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Transaction Desk: Allowing Editing of Forms
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