InstaNet LIVE Training Webinars!

New Instanet Training Webinars for the month of JULY!

From getting started to advanced tools, there is a webinar for you!

View All Webinars HERE

Fundamentals of getting started — Client Files using TransactionDesk

Join us for an Essentials overview. Manage client files online with our web-based services. In this webinar, you will learn:
• How to access your TransactionDesk account
• Navigation Bar
• Dashboard Views/Understanding the Wizard
• Customizing your Dashboard
• Creating a Template
• Creating a Transaction and Applying a Template
• Adding Documents to a Transaction
• Form Tools

We look forward to ‘seeing’ you there!


Intermediate: Created a File, Now What!

This session will cover How To Upload Documents into TransactionDesk via Email, Cloud, Browse and the Print Driver.

We will use Authentisign to prepare a Document for e-signatures and Create a Personal Layout.

The session will also cover How To manage Documents using Folders, Merging, Slicing, Moving and Mark-up.

We look forward to ‘seeing’ you there!

Authentisign Essentials — e-signatures for Paperless Files

This session will offer a comprehensive look at Authentisign! Authentisign the e-Signature service & Authentisign with a Transaction.
Featuring: “Pen Icon” locations, Authentisign Dashboard, Signing Details, Layouts, the Standard 4 steps and a participant Signer’s signatures.

We look forward to ‘seeing’ you there!

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