Transaction Desk Advanced: Clauses

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.

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Transaction Desk: Authentisign Layouts