Description

During this training you will learn tips & tricks that will assist you in using Docs+ to its fullest potential: 

-How to build Packages, Clause Kits, & Checklists 

-How to best set up the ‘People Panel’ for success when creating a Transaction Folder and Smart Forms 

-Send vs. Sign Features 

-How to send documents to unrepresented party members and those who are ‘view only’ 

-How to best use PDFs and Smart Forms 

-How to view and utilize the History & E-Sign Tab within your documents