Free Webinar
Transact: Agent Templates
Learn how to create and apply templates in the new Transaction Management System Transact.
- How to create & set up a Template
- How to create a To-Do List
- Generalized Parties
- Using Documents & Forms in Paperwork
- How to add a template to a new transaction
- How to add a template to an existing transaction
Presenters
Jon Ashley
Webinar Host
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