TransactionDesk tips and tricks

• When you import docs into TransactionDesk, they will be treated as Documents and won’t show up under Forms.
• Fill from tax doesn’t fill all tax related info like it does in Matrix.
• If there’s a gear icon next to something, it hasn’t been sent yet.
• A lightning bolt icon means it is in progress and has not been completed yet.
• If there is a number on a form, it is a duplicate (there is already a copy of it in your Transaction).
• DocBox is your own personal storage; the broker can’t see what’s in it.
• Contacts can’t be imported from Matrix, but they can from Google contacts.
• The Preferences section (accessible by clicking on the three gears icon) lets you change many settings, including your email signature.
• Auto save is always on when creating transactions.
• If you open a form while another form is already open, it closes the first one you had open.
• Sign-in-line means signatures have to be done in a specific order.
• Simul-sign is first come, first serve.  It does not matter what order the participants sign in.
• Remote Signer is when you email it to the participant to be signed.
• You can re-send a transaction if the participant never received anything to sign (likely got filtered out by their email's spam filter).  Click the envelope icon towards the top to send it again.