Join us for two days of training with Instanet trainer, Gregg Driscoll, on Wednesday, October 29 and Thursday, October 30. Gregg will be teaching 3 all-important classes:
Introductory overview of TransactionDesk; the Lite View. Learn how to create a new transaction file, type a complete set of forms, then review and upload documents back to your transaction file to save online.
How to set up Transaction templates and start a new Transaction file. Automatically associate forms and features to have more efficiency and consistent files. Document management, Authentisign, email, scan/upload, print drive or fax documents back into online files. ProView also covered.
Instanet’s e-signature technology that works on laptops, desktops, iPads, tablets and mobile devices. We’ll cover the essentials of digital signatures, the ‘how-to’ of preparing completed forms and documents for digital e-Signing.
Ways to register:
Click the “Register for a Class” button on the Launchpad to sign up online, or click this link to open the interactive class schedule PDF. Simply select the classes you would like on the form and email to: firstname.lastname@example.org