TransactionDesk by Instanet
The list below contains links to short videos, webinars or PDFs that shows you the specific steps to complete certain actions in Instanet.
Resources & Videos
What’s New
- Configure TransactionDesk Dashboard
- New Markup Features in InstanetForms
- Changes to Transaction Templates
Transaction Desk by Instanet (Basic Features)
- Attach a completed Instanet Form to a Transaction File
- Email Form from Transaction
- Add Forms to Transaction File
- Email from Forms Library
- Find a Form
- Create a New Transaction
- Add Contact to Transaction
- Print a Transaction Form
- Accessing & Creating Stand Alone Forms
- Set up your Agent Dashboard
- Using the Forms Editor
- View Transaction History
- Emailing Multiple Forms from a Transaction
Transaction Desk by Instanet (Advanced Features)
- Intro to TransactionDesk
- Add a Clause
- Create a Transaction Template
- How to Access Instanet on a Mobile Device (PDF)
- Importing Google Contacts
- Getting Started with InstanetOffers
- Duplicate a Transaction
Optional Upgrades (Digital Signing and DocBox)
- Fax a Form From a Transaction
- InstanetInk and Signer’s Perspective
- Upload documents
- Upload a File to a Transaction via Email
- Create a Signing
- Creating and Saving Signing Layouts
- How to Add a Checklist to a Transaction
- Task Manager
Transaction Desk by Instanet – For Brokers