TransactionDesk - How do I

Search over 180 help videos covering virtually every TransactionDesk topic.

• Access DocBox

• Access Transactions Via The Side Bar

• Accessing and Creating Individual Forms

• Activate The App

• Add A CC To An In Progress Signing

• Add A Contact To A Transaction

• Add A General Contact

• Add An Individual Form To An Existing Transaction

• Add Branding To Your Account

• Add Checkboxes To Signings

• Add Checklists To Transactions

• Add Multiple Individual Form To An Existing Transaction

• Add Notes To Documents In Transactions

• Add Photo To Transaction

• Adding A Form To A Transaction

• Adding Contacts From Your Device

• After A Counteroffer Is Made

• Agent Dashboard How To Add Move Remove Widgets

• Apply Transaction Template To An Existing Transaction

• Archive A Transaction

• Auto-Populate Forms In A Transaction

• Change The Default Broker File Review Settings

• Change The Default Document Settings

• Change The Default Fax Settings

• Change The Default Form Settings

• Change The Default Notification Settings

• Change The Default Transaction Settings

• Changes To Templates In TransactionDesk

• Cloud Storage

• Complete A Signing

• Complete Step 1

• Complete Step 2

• Complete Step 3

• Copy A Document In DocBox

• Copy A Form To A Checklist

• Copy A Signing

• Copy Standalone Forms

• Copying A Standalone Form To DocBox

• Create A Checklist

• Create A New Basic Transaction

• Create A New Call Log Item

• Create A New Clause

• Create A New Custom Type

• Create A New Folder In DocBox

• Create A New Service Providers

• Create A New Signing

• Create A New Task

• Create A Private Signer

• Create A Share Group

• Create A Template Using An Existing Transaction

• Create A Transaction From A Standalone Form

• Create New Transaction Template

• Create Template Using Existing Transaction

• Creating A Checklist

• Creating A New Transaction Template

• Creating A Transaction with the App

• Creating Signings With The TransactionDesk App

• Delete A Call Log

• Delete A Clause

• Delete A Custom Type

• Delete A Document From A Transaction

• Delete A Form From A Transaction

• Delete A Service Provider

• Delete A Share Group

• Delete A Signing

• Delete A Standalone Form

• Delete A Task

• Delete A Transaction

• Delete Multiple Documents From Transactions

• Delete Multiple Forms From Transactions

• Delete Multiple Standalone Forms

• Deleting A Checklist

• Deleting And Editing Contacts

• Deleting Documents From DocBox

• Deleting Transaction Templates

• Download A Blank Standalone Form

• Download A Zip From DocBox

• Download And Use The Print Driver

• Download Documents As ZIP From Transaction

• Download Forms As A ZIP File From A Transaction

• Download The SIgning Certificate

• Downloading A Standalone Form

• Downloading Standalone Forms As A ZIP File

• Duplicate A Transaction

• Edit A Clause

• Edit A Custom Type

• Edit A Service Provider

• Edit A Share Group

• Edit A Standalone Forms

• Edit A Transaction Form

• Edit Call Logs

• Edit Property Details In A Transaction

• Editing A Task

• Editing A Transaction Template

• Editing And Removing Contacts From Transactions

• Email A Document From A Transaction

• Email A Form From A Transaction

• Email Multiple Documents From Transactions

• Email Multiple Forms From Transaction

• Emailing Documents From DocBox

• Enable Counter Offers On A Signing

• Fax A Document From A Transaction

• Fax A Form From Transaction

• Fax A Standalone Form

• Fax Multiple Documents From A Transaction

• Fax Multiple Forms From A Transaction

• Faxing Documents From DocBox

• Faxing Multiple Documents From DocBox

• Faxing Multiple Standalone Forms

• Filter And Search Contacts

• Generate A Report

• Impersonate An Agent

• Importing A Contact To A Transaction

• Importing From The MLS

• Managing Your Tasks

• Managing Your Templates

• Managing Your Transactions

• Mark Documents For Review

• Marking A Task As Complete In Transactions

• Markup A Document In DocBox

• Merge Documents In DocBox

• Move Documents In DocBox

• Move Multiple Documents In DocBox

• Navigating The App

• Preview Standalone Forms

• Print A Form From A Transaction

• Reject A Signing

• Remove A Share Group From A DocBox Document

• Remove A Share Group From A Transaction

• Remove Branding

• Remove Share Group From DocBox Folder

• Rename A Document

• Rename A Folder In DocBox

• Rename Standalone Forms

• Resend Invitations

• Resend Your Client The Link To The Final Document

• Reset A Signing

• Review A Document

• Rotate Pages

• Save Multiple Forms As A PDF From A Transaction

• Save Multiple Forms As PDF

• Search For Forms

• Search For Transactions

• Send A Signing

• Send Standalone A Form By Email

• Share A Document From DocBox

• Share A Transaction

• Share Folders In DocBox

• Sharing Documents

• Signing Document Delivery Email

• Sort Signings

• Splice Documents In DocBox

• Switch To The Broker Dashboard

• Upload A File Via Email To DocBox

• Upload Document To A Transaction

• Upload Documents To DocBox

• Uploading Documents

• Use Final Document Email

• Use Instanet Ink

• Use The Checklist Widget

• Use The Create A Signing Widget

• Use The Create Transaction Widget

• Use The Document Upload Widget

• Use The Documents For Review Widget

• Use The Drag And Drop Tools

• Use The Faxing Widget

• Use The Forms Editor

• Use The Forms Widget

• Use The Impersonate Widget

• Use The Incomplete Checklist Widget

• Use The Mark Up Tools

• Use The Missing Document Widget

• Use The Office Transactions Widget

• Use The Overdue Tasks Widget

• Use The Recent Signings Widget

• Use The Rejected Documents Widget

• Use The Requested For Review Widget

• Use The Signers Dashboard

• Use The Tasks Widget

• Use The TransactionDesk Widget

• Use The Transactions – Last Seven Days Widget

• Use The Transactions – Last Thirty Days Widget

• Use The Transactions Expired Widget

• Use The Transactions Past Closed Widget

• Use The Zoom Tools

• Use Transaction Templates

• Using The Documents Widget

• Using The Email Document Widget

• View My Documents In DocBox

• View Transaction History