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Getting Started with zipForm & Transact – Basics

June 2 @ 10:00 am - 11:00 am
Learn the fundamentals of both zipForm and Transact in this easy-to-follow training session. We will guide attendees through navigation, key features, and basic workflows so they can start a transaction, organize documents, and work efficiently.
This class is ideal for anyone new to the platforms or those needing a refresher course.
Topics Covered:
• Creating templates with checklists and tasks
• Creating a transaction using templates
• Basic functions inside both zipForm and Transact
• Key differences and similarities between the two platforms
Additional Copy:
Can’t make it live? Register anyway, and we’ll send you the recording.
Sign up today for this FREE training!

Details

Organizer

  • SRCAR