Learn everything you need to know to create a transaction from start to finish! Say goodbye to bulky document inventories and tedious searches through stacks of printed forms. Instead, with just a few clicks, access the necessary approved forms. Transactions zipForm streamlines the process by automatically sharing data between all related documents for the transaction. Fill out one form, and the information automatically populates into all the remaining forms required to complete your transaction.
During this webinar, you will learn the following:
- Creating a Transaction
- Transaction Summary Info
- Create Parties
- Where to add Documents
- Setting up an e-Sign Packet
- How to add Signing Parties
- Preparing Documents for Signing
- How to send the e-Sign Packet