How to setup an e-signature

3 ways to see all the contacts on a transaction

Intro to Milestones & how they help you

Intro to Tasks (versus Milestones)

Intro to the Email integration

Intro to Notes

Intro to the Track Profile

Intro to Form Automation

Intro to the Audit trail

Calendar view for each transaction

Customize the 1st page you see in a Track

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Creating a new note

Advanced settings

Setting automatic backup to Google Drive

Synching contacts

Company API Key

Connecting your email account

Managing your signature

Assigning emails to Tracks

Creating brand new Tracks right from your inbox

Composing emails with PowerCompose

Using email templates to auto-compose emails

Creating email templates

Checking off tasks & milestones while emailing

Filtering your inbox by transactions

Clearing filters in your inbox

Uploading a new Word document

Creating an auto-fill template

Auto-generate a form using a template

Send a newly created form for e-signature

Create a form (non auto-filling) from a word doc

Publishing forms to a Track

Creating multiple versions of a template

Adding a Task 101

Adding a Task 202

Loading a Task Template

Setting up Task Templates

Assigning Tasks / Giving visibility

Viewing all your tasks coming up

Creating / editing Milestone templates

Using a pre-made Milestone template

How to send someone a Milestone Update

How to send someone a calendar invite for Milestones

Setting up reminders for Milestones

Managing privacy for Milestones

How to view the contacts on a deal while emailing

How to search for transactions by contact

View signed documents & signature verification

Setup email integration

Product tour video

How to sign up and pay (for new users)

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How to create a business account (for existing users)

How to add/remove team members

Help options inside the application

Upload a document (basic)

Upload/Synch a doc via email

Downloading documents

Sharing documents

Adding tasks to documents

Create a track (advanced)

Resetting your login password

Where to see all the contacts on a transaction

How to view the contacts on a deal while emailing

How to search for transactions associated with a contact

Folder organization

Searching for transactions

Searching for contacts

How to archive a Track for deep storage

How to un-archive a Track

How to Track your closing fees due

How to track your Referral sources