• INSTRUCTORS
  • CATEGORIESCE Classes, Transaction Desk
  • DateTuesday Jul 20, 2021
  • SHARE URL

Date: 07-20-2021

Time: 9:00a- 12:00p

Registation Fee: $45

Students can choose to attend this class either virtually via Zoom or in-person in the WCAR training room.

Information: 

Basic class will cover the following: Dashboard Setup & Transaction Creation. Here are a few key highlights: The new Transaction Desk is dashboard based, so you can get more information and quicker access to things you need with fewer clicks. See recently created transactions, forms and signings right on your home page. Access them with one click. You can customize the dashboard so it works best for you. More mobile device and touch friendly. Easier to use on the go. Better organization for documents using subfolders. Drag and drop upload of files from your computer. All new transaction checklists to keep you organized.

3 Hours TREC CE Credit

 


Paperless Classroom

HOW A PAPERLESS CLASSROOM WORKS: Class handouts and designation manuals will be made available in your Course Reminder email (sent 2-3 days before class) in couple of ways: PDF attachments OR emailed to you as a secure Dropbox link (used for large documents). You are encouraged to bring your device to view the material digitally or feel free to bring a printed copy for yourself.

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