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FAQs

Have a question about one of our products or need some guidance? As a starting point, check out some of the most frequently asked questions our clients have asked us over the years.

I just logged in for the first time where do I start?

The most important thing to know about using the system is that it is “transaction centric”. So, to get started, click on “Transactions” and start a new transaction.

Where do I access Training?

We offer unlimited webinar based training.  Look for a link near the bottom that says “Free Training”. This link will display a page with a button that will take you to the live webinar schedule, as well as links for recorded training.

At the very bottom of the page is a link that will take you to our full library of videos with over 100 webinars available.

How do I activate my account?

All you need to do is login to your account and it will automatically be created for you. Depending on whether your account is an individual account, paid for by your broker, MLS or association will determine how you login.

Our manual login page is at app.transactiondesk.com/login. Click the “Forgot Password” link if you don’t know your password.

How do I reset the password to TransactionDesk or Authentisign if I forgot it?

Use your browser to go to app.transactiondesk.com/login and use the Forgot Password link on that screen. Enter in the email address that is on record with us (it will be the same as the one you use with your MLS, association or broker). The system will email you a link you can use to reset your password. The Authentisign login page also has the “Forgot Password” link.

If I purchase Authentisign, will it be linked to my TransactionDesk account or do I have to log in somewhere else separately?

Yes, if you purchase the Authentisign® upgrade within your TransactionDesk® account, using the shopping cart, then Authentisign® will show-up in your TransactionDesk® account. You will have the ability to move back and forth between the two platforms using the Authentisign® TransactionDesk® links within each interface.

How do I markup documents or forms in TransactionDesk?

If you want to strikeout text, add new text, highlight text or make other markups on documents, you can use our Document Markup tool.

Navigate to the document in a transaction or in one of your custom folders (in MyFolders), select the document by checking the box to the left of the document and select Markup Selected Document from the I would like to menu.

You can also markup forms, as a document by selecting a form in a transaction and selecting Markup Selected form in DocBox from the I would like to menu. Once you markup the form, it is now a document and will be in the document section of the transaction.

How do I get my own logo onto the forms so when I print or email them out our company logo will show?

We can add your logo to the forms for you and it’s free. Send your logo to logos@Instanetsolutions.com. The Requirements of the logo are as follows:
-Provide us with a logo that is 250 pixels in height (Minimum) and in one of the following formats: JPG, PNG, PDF.
-Please provide us with a logo the way you want it to appear. We do not do any design work or manipulate the logos in anyway.
Note: We can only brand association or MLS forms in areas where the form owner allows brokerage branding of forms.

How do I add my own customized forms into the Instanet forms library so they are electronically fillable?

You can send us your forms in either Word or PDF document format. They cannot be scanned copies of paper forms. Send your forms to forms@Instanetsolutions.com and the forms team will get back to you with the process and the price. Our standard price is $50/page, but we will discount for large volumes.

The system is running slowly for me or it is not saving properly when I am filling out a form – but it works ok at my home/work. What is wrong with my computer?

You may need to clear the cache in your browser. This can sometimes cause issues.
Here is a link to a page with instructions for clearing the cache on popular browsers –
http://www.refreshyourcache.com/en/home/

I am using Firefox and the fields do not look right – text will not save properly on the form. What do I need to do to fix that?

. There are sometimes problems with Firefox’s native PDF. If you are having problems, we recommend using Adobe Reader. Open your Firefox and click the “hamburger menu”, the button in the upper right hand corner that is made-up of three horizontal lines.
Then navigate to Options>Settings and then the Applications tab. Scroll down until you see Portable Document Viewer and change it from Preview in Firefox to Use Adobe Acrobat in Firefox.
If you do not have Adobe Reader installed, you can get it, for free, from here

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