Transaction Desk
Using Forms
Create a standalone form Navigate to Forms . The list of form templates available to you appears. Locate the form you need to create, such as a buyer representation agreement. Use the more options menu to select New. The New Form window opens. Click ...
Resending A Signing
Resend a signing if a participant(s) cannot find or did not receive the signing invitation. When resending a signing, the signing is only re-sent to participants that have not yet completed the signing. If you need to resend a signing to a ...
Sending your Signing
Send signing invitations to participants when you are finished creating the signing, including adding participants, documents, forms, signing fields, and markups. Invitations are sent to the email address associated with a participant. When sending a ...
Creating a Signing Session
Create a signing when you need to send documents or forms to be signed or reviewed by various participants, or when you need to sign a document or form yourself. Steps Navigate to Signings. The Signings page opens. Click Add. The Create Signing popup ...
Creating a Checklist
Having checklists for each of the key types of transactions you create can save you a lot of time. The checklist provides a list of things you need to do, or documents you need to gather to complete a transaction. Checklist items can be mandatory or ...
Creating a Transaction
You can use a transaction to represent any interaction with a client, from a new listing to the time of an offer. You can add a transaction manually, where you manually provide all of the transaction information. You can also use an MLS listing or ...
Customize Your Dashboard
Each user of TransactionDesk can personalize their view of the transaction dashboard to make it as meaningful as possible. When you customize your view, it does not affect any other user's view of transactions. It does, however, define the view you ...