Getting Started with Transact - Overview with the ZipGuys

Description

Learn the fundamentals of Transact in this easy-to-follow training session. We will guide you through navigation, key features, and basic workflows so you can start a transaction, organize your documents, and work efficiently. This class is for anyone wanting an overview of the Transact platform! 

We'll cover creating templates with checklists and tasks, create a transaction using your templates, and basic functions inside Transact, highlighting the differences and similarities between Transact and zipForm. 

We would like to thank the San Luis Obispo Coastal Association of Realtors for providing this member-only training. Training sessions like these make it possible for REALTORS® to see their member benefits and tools in action. 

Can’t make it? REGISTER anyway, and we’ll send you the recording. Sign up today for this FREE training!