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Transaction Desk
Introduction
Best Practices
About This Guide
Using This Guide
Icons & Conventions
Section A: Getting Started
System Requirements
Loggin In
Quick Start Videos
Section B: Navigating and Understanding CREA WEBForms®
Member Dashboard
Transactions
Forms
Tasks
Faxing
Contacts
Setup
App Store
Help
Forms Editor
Forms Preview Window Toolbar
Section C: Working with WEBForms®
Working With Forms
Section C - Working With Forms
Understanding Forms & Fields
Creating an individual (standalone) form
Attached a form to an existing transaction
Editing a form in a transaction
Adding a page to a from (automatically)
Editing a standalone form
Renaming a Form
Deleting a Form From A Transaction
Deleting multiple Forms from a Transaction
Copying a transaction form
Copying a form to documents
Emailing a form
Printing a form
Inserting a clause into a form
Section C - Working With Transactions
Creating a New Transaction for an Offer
Using the 5-Step Transaction Wizard
Creating a transaction from the Transaction menu
Creating a transaction using a template
Importing MLS System data into an existing transaction
Editing a transaction
Attaching a form to an existing transaction
Applying a template to an existing transaction
Adding a photo to a transaction
Adding a checklist to a transaction
Archiving a transaction
Deleting a transaction
Sending your transaction to a DocuSign Account
Section C - Working With Transaction Templates
Creating a transaction templates
Creating a transaction template from an existing transaction
Editing a transaction template
Applying a template to an existing transaction
Section C - Working with Documents
Understanding Documents
Uploading a document to a transaction
Uploading a revised document to a transaction
Uploading a document to a folder
Uploading a document using the upload widget
Downloading a Document
Renaming a Document
Merging and slicing a document
Marking up a document
Section C - Working with Clauses
Understanding Clauses
Creating a personal clause
Creating a clause folder
Previewing and editing a clause
Moving a clause
Section C - Working with Contacts
Introduction
Creating a contact
Creating a contact in a transaction
Emailing a contact from a transaction
Importing contacts from a GMAIL Account
Section C - Working with Checklists & Tasks
Introduction
Understanding checklists and tasks
Creating a new standalone task
View incomplete tasks
Creating a checklist
Creating a checklist by copying an existing checklist
Section D: Setting up your Profile and System
Setting up your profile
Configuring Program Settings
Setting up notifications
Section E: Customizing your Dashboards using Widgets
Introduction
Customizing Member Dashboard
Appendix
Appendix A - Glossary
Appendix B - FAQ
Appendix C - Videos
Creating a checklist by copying an existing checklist
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