Create a standalone form (TransactionDesk)

To create a new standalone form in TransactionDesk:

1. Locate the form you need to create.

2. Use the More Options menu to select New:

The New Form window opens:

3. Click Create new standalone form .
The selected form opens in the form editor:

4. Use the available form editor options to pre-populate your form’s fields with information.

5. When you are finished setting up your form, in the form editor options, do one of the following:

• Go to File > Save if you need to save the form to the list of forms.
• Go to File > Copy if you need to copy the form.
• Go to File > Print if you need to print the form.
• Go to File > Send > Email if you need to send the form as part of a TransactionDesk email.
• Go to File > Send > Fax if you need to send the form as part of a TransactionDesk fax.
• Go to File > Send > Documents if you need to save the form to a Documents folder.
• Go to File > Send > Markup in Documents if you need to mark up the form.
• Go to Transaction > Add to to add the form to an existing transaction.
• Go to Transaction > Start New to add the form to a new transaction.
• Go to Sign to sign the form in Authentisign.

Related articles :

Create a signing (Authentisign 2.0)

Where do I go to print or download forms (such as Disclosures)?