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TransactionDesk Email a Document From a Transaction
TransactionDesk Email a Document From a Transaction 1 Summary . Describes how to send a document or form that is attached to a transaction via email. Steps . Email a document . 1. Navigate to the transaction in one of the following ways: • In the Agent dashboard, with the Transactions widget visible, click on the transaction name to open the
Sep 20, 2019 · Once an agent sends a deal from TransactionDesk to DPN, the back office staff may review an email notification. However, this is not enabled by default so you need to manually set up the staff to receive such email. Steps. On the left-side of the page, click Set up. Expand Back Office Integration to show the options.
TransactionDesk Email a Form from a Transaction 1 Summary . Describes how to send a form that is attached to a transaction via email. Steps . 1. Navigate to the transaction in one of the following ways: • In the Agent dashboard, with the Transactions widget visible, …
The TransactionDesk® App for the iPhone® and iPad® is Available Now. Use the new TransactionDesk App on your iPhone® or iPad® to start and manage all of your listing, sale and lease transactions.; Customizable Agent, Broker and Transaction Dashboards enable you to setup the App to allow quick access to all of the information and functionality.; Keep in touch, communicate with your …
Email a Document to a Fax Machine (TransactionDesk Edition)
Aug 14, 2019 · You can email a document direction from your TransactionDesk account email address to a fax number. For example: If you are away from the office and have a completed form that you need to send to a lawyer that uses fax, you can email the document directly to the fax machine.
Aug 14, 2019 · TransactionDesk: My clients are not receiving my AuthentiSign emails . This is a common challenge for agents to encounter when sending emails to their clients. Fortunately, the solution is often a very straightforward one. We have found that the underlying challenge is usually related to the email recipients email settings/management.
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