WEBFORMS TUTORIALS

WEBFORMS: BUILDING TRANSACTION KITS

WRITING OFFERS FROM WEBFORMS KITS

MIGRATING A TRANSACTION KIT TO CREA WEBFORMS

CREATING A SIMPLE TRANSACTION & ADDING A FORM

EDITING A TRANSACTION WITH THE WIZARD

TRANSACTION WIZARD INTRODUCTION

TRANSACTION WIZARD: STEP 1

TRANSACTION WIZARD: STEP 2

TRANSACTION WIZARD: STEP 3

TRANSACTION WIZARD: STEP 4

TRANSACTION WIZARD: STEP 5

CUSTOMIZING YOUR DASHBOARD USING WIDGETS

MARKING UP A DOCUMENT

SHARING A DOCUMENT

DOWNLOADING DOCUMENTS AS ZIP FILES

CREATING A TEAM/SHARING GROUPS

CREATING A CHECKLIST

CREATING A NEW STANDALONE TASK

TASKS OVERVIEW

CREATING A PERSONAL CLAUSE

CREATING A CLAUSE FOLDER

DELETING A PERSONAL CLAUSE

INSERTING A CLAUSE INTO A FORM

CREATING A CONTACT

CREATING A CONTACT IN A TRANSACTION

EDITING & DELETING A CONTACT IN A TRANS.

EDITING & DELETING A CONTACT

ATTACHING A FORM TO AN EXISTING TRANS.

CREATING A TRANSACTION FROM A FORM

DOWNLOADING BLANK FORMS

EDITING A FORM IN A TRANSACTION

Printing a Form From a Transaction

Printing Multiple Forms From a Transaction

Adding Branding to your Account

Creating a Transaction Template

Adding a Checklist to a Transaction

Adding a page to a Form (Automatically)

Deleting a Checklist

Deleting a Task

Editing a Task

Marking a Task as Complete in a Transaction

Editing a Clause

Moving a Clause

Searching for a Contact

Using the Get Started Widget

Using the Transactions Widget

Renaming a Folder

Attaching Multiple Forms to a Transaction

Creating a New Form

Copying a Form to Documents

Copying Forms

Editing a Form