Name: Dative, Inc
Address: 901 Main Street, Osterville, MA, 02655, US
Telephone: 5084442848
Price range: $

During this training, you will learn tips & tricks that will assist you in using Docs+ to its fullest potential:

How to build Packages, Clause Kits, & Checklists
How to best set up the ‘People Panel’ for success when creating a Transaction Folder and Smart Forms
Send vs. Sign Features
How to send documents to unrepresented party members and those who are ‘view only’
How to best use PDFs and Smart Forms
How to view and utilize the History & E-Sign Tab within your documents

This class does not meet Massachusetts Continuing Education requirements.