TransactionDesk - How do I
Search over 180 help videos covering virtually every TransactionDesk topic.
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Access DocBox
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Access Transactions Via The Side Bar
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Accessing and Creating Individual Forms
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Account Settings
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Activate The App
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Add A CC To An In Progress Signing
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Add A Contact To A Transaction
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Add A General Contact
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Add An Individual Form To An Existing Transaction
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Add Branding To Your Account
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Add Checkboxes To Signings
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Add Checklists To Transactions
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Add Multiple Individual Form To An Existing Transaction
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Add Notes To Documents In Transactions
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Add Photo To Transaction
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Adding A Form To A Transaction
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Adding Contacts From Your Device
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After A Counteroffer Is Made
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Agent Dashboard How To Add Move Remove Widgets
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Apply Transaction Template To An Existing Transaction
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Archive A Transaction
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Auto-Populate Forms In A Transaction
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Change The Default Broker File Review Settings
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Change The Default Document Settings
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Change The Default Fax Settings
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Change The Default Form Settings
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Change The Default Notification Settings
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Change The Default Transaction Settings
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Changes To Templates In TransactionDesk
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Cloud Storage
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Complete A Signing
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Complete Step 1
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Complete Step 2
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Complete Step 3
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Copy A Document In DocBox
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Copy A Form To A Checklist
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Copy A Signing
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Copy Standalone Forms
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Copying A Standalone Form To DocBox
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Create A Checklist
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Create A New Basic Transaction
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Create A New Call Log Item
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Create A New Clause
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Create A New Custom Type
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Create A New Folder In DocBox
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Create A New Service Providers
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Create A New Signing
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Create A New Task
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Create A Private Signer
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Create A Share Group
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Create A Template Using An Existing Transaction
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Create A Transaction From A Standalone Form
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Create New Transaction Template
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Create Template Using Existing Transaction
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Creating A Checklist
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Creating A New Transaction Template
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Creating A Transaction with the App
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Creating Signings With The TransactionDesk App
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Delete A Call Log
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Delete A Clause
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Delete A Custom Type
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Delete A Document From A Transaction
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Delete A Form From A Transaction
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Delete A Service Provider
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Delete A Share Group
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Delete A Signing
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Delete A Standalone Form
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Delete A Task
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Delete A Transaction
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Delete Multiple Documents From Transactions
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Delete Multiple Forms From Transactions
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Delete Multiple Standalone Forms
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Deleting A Checklist
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Deleting And Editing Contacts
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Deleting Documents From DocBox
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Deleting Transaction Templates
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Download A Blank Standalone Form
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Download A Zip From DocBox
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Download And Use The Print Driver
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Download Documents As ZIP From Transaction
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Download Forms As A ZIP File From A Transaction
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Download The SIgning Certificate
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Downloading A Standalone Form
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Downloading Standalone Forms As A ZIP File
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Duplicate A Transaction
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Edit A Clause
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Edit A Custom Type
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Edit A Service Provider
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Edit A Share Group
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Edit A Standalone Forms
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Edit A Transaction Form
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Edit Call Logs
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Edit Property Details In A Transaction
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Editing A Task
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Editing A Transaction Template
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Editing And Removing Contacts From Transactions
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Email A Document From A Transaction
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Email A Form From A Transaction
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Email Multiple Documents From Transactions
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Email Multiple Forms From Transaction
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Emailing Documents From DocBox
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Enable Counter Offers On A Signing
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Fax A Document From A Transaction
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Fax A Form From Transaction
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Fax A Standalone Form
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Fax Multiple Documents From A Transaction
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Fax Multiple Forms From A Transaction
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Faxing Documents From DocBox
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Faxing Multiple Documents From DocBox
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Faxing Multiple Standalone Forms
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Filter And Search Contacts
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Generate A Report
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Impersonate An Agent
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Importing A Contact To A Transaction
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Importing From The MLS
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Managing Your Tasks
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Managing Your Templates
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Managing Your Transactions
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Mark Documents For Review
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Marking A Task As Complete In Transactions
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Markup A Document In DocBox
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Merge Documents In DocBox
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Move Documents In DocBox
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Move Multiple Documents In DocBox
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Navigating The App
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Preview Standalone Forms
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Print A Form From A Transaction
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Reject A Signing
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Remove A Share Group From A DocBox Document
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Remove A Share Group From A Transaction
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Remove Branding
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Remove Share Group From DocBox Folder
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Rename A Document
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Rename A Folder In DocBox
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Rename Standalone Forms
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Resend Invitations
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Resend Your Client The Link To The Final Document
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Reset A Signing
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Review A Document
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Rotate Pages
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Save Multiple Forms As A PDF From A Transaction
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Save Multiple Forms As PDF
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Search For Forms
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Search For Transactions
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Send A Signing
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Send Standalone A Form By Email
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Share A Document From DocBox
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Share A Transaction
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Share Folders In DocBox
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Sharing Documents
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Signing Document Delivery Email
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Sort Signings
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Splice Documents In DocBox
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Switch To The Broker Dashboard
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Upload A File Via Email To DocBox
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Upload Document To A Transaction
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Upload Documents To DocBox
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Uploading Documents
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Use Final Document Email
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Use Instanet Ink
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Use The Checklist Widget
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Use The Create A Signing Widget
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Use The Create Transaction Widget
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Use The Document Upload Widget
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Use The Documents For Review Widget
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Use The Drag And Drop Tools
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Use The Faxing Widget
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Use The Forms Editor
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Use The Forms Widget
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Use The Impersonate Widget
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Use The Incomplete Checklist Widget
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Use The Mark Up Tools
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Use The Missing Document Widget
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Use The Office Transactions Widget
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Use The Overdue Tasks Widget
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Use The Recent Signings Widget
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Use The Rejected Documents Widget
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Use The Requested For Review Widget
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Use The Signers Dashboard
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Use The Tasks Widget
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Use The TransactionDesk Widget
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Use The Transactions – Last Seven Days Widget
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Use The Transactions – Last Thirty Days Widget
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Use The Transactions Expired Widget
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Use The Transactions Past Closed Widget
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Use The Zoom Tools
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Use Transaction Templates
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Using The Documents Widget
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Using The Email Document Widget
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View My Documents In DocBox
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View Transaction History