Get a preview of Lone Wolf’s (zipForm) newest transaction management tool Transact! In this webinar, you will learn how to navigate Transact and be able to create a transaction from start to finish! Transact will be accessible to members at a date yet to be determined. Stay tuned!
- Creating a Transaction
- Transaction Summary Info
- Creating Contacts
- Where to add Documents
- Setting up an e-Sign Packet
- Preparing Documents for Signing
- How to send the e-Sign Packet