Remine Docs+ For Admins & Brokers
This course is meant to function as an introduction to the Admin/Broker functionality of Remine Docs+. To check if you have access to an admin account, log into your Docs+ account and review the tiles on your dashboard. If you only see two tiles on the Docs+ dashboard, "Create a Transaction" and "Upload a File", you do NOT have access to an admin account. If you see a third tile, "Impersonate User", you DO have access to an admin account and should register for this course.
In this webinar session we will cover:
-How to access and set up your Remine Docs+ admin account
-How to distribution Packages and Clause to your office
-How to create a Transaction Folder and fill out Smart Forms
-How to manage submissions
-How to use the impersonation functionality and troubleshoot
-Where to go for additional support
This class does not meet Massachusetts Continuing Education requirements.