Course curriculum

    1. Getting Started (Broker/Owners)

    2. Creating Task List Templates

    3. Tasks Tab for Broker/Owners

    4. Reviewing and Managing Transactions

    5. Managing Tasks

    6. Closing a Room

    1. How to Use Your Dashboard

    1. Adding Documents

    2. Adding A Document via zipForms

    3. How to Email and Fax Documents into Your Account

    4. My Docs

    5. Document Action Items

    6. Organizing Your Documents in Folders

    7. How to Split, Combine, and Export Documents

    1. Managing Your DocuSign Inbox

    1. Setting Up and Managing Your Profile

    2. Room Notifications

    3. How Do I Define My Inbound Email and Fax Number

    1. Managing Contacts

About this course

  • Free
  • 38 lessons
  • 5 hours of video content

Discover your potential, starting today

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