Getting to know Workshare Transact
Our customer success team is running 15-minute training sessions every Monday to Thursday on Workshare Transact. These “drop-in” sessions are designed for new users to get trained up, and they provide refreshers for anyone who has already received training.
The sessions start at 3pm BST, every Monday to Thursday.
The training is split into four modules, which are each run once during the week and provide bite-size demonstrations on key aspects of Transact:
• Mondays 3pm: CREATE your deal checklist and invite participants
• Tuesdays 3pm: MANAGE your checklist throughout the deal
• Wednesdays 3pm: UPLOAD and organize files and versions within the checklist
• Thursdays 3pm: CLOSE the deal and create your deal bible/closing binder
So, if you are having difficulty editing your checklist or creating final versions for your closing binder/bible, these sessions are perfect for you. Just join the relevant call and find out how to get the most from Transact.
Joining a session
To join any session, simply click on the link below at the relevant time and access your training through WebEx. Once you're logged in you can connect to the audio by asking WebEx to "call you".
Click here to join!
The sessions are open to anyone, but your details won't be shared with any other participants on the call.
We look forward to speaking to you!
Customer Success Manager
Qualified Solicitor of England and Wales