![]() ![]() Any Quick Start Groups you created in the old system are now in the new system as Templates. Quick Start Groups have been merged with Transaction Templates. All your transactions, forms, documents and data will be there in the new system - they already are! You'll still be using the same database, just a different interface on top of it.On February 14, you will automatically login to the new version.Here is a list of the most important things to know when moving to the new system: Moving to the NewTransactionDesk is Easy This Video Shows how Easy it is to Make the Change More powerful brokerage tools for company document and file management. ![]() All new transaction checklists to keep you organized.Drag and drop upload of files from your computer. Better organization for documents using subfolders.More mobile device and touch friendly.You can customize the dashboard so it works best for you.See recently created transactions, forms and signings right on your home page.The new TransactionDesk is dashboard based, so you can get more information and quicker access to things you need with fewer clicks.The new system is also streamlined so it's both easier to use and more powerful. It's an all new platform that keeps all the best features of the old system in a new, more mobile friendly look and feel. Click here to check out a brief overview video The Final Transition Phase of the New PRDS Forms TransactionDesk is Here. PRDS Forms powered by Instanet Solutions | February 1, 2017 ![]()
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