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.