GSBOR's Transaction Desk Help Desk

FAQ: How Do I Just Print a Blank Form?

Now that we all know that online forms (as we currently know them) are going away December 31, 2007, everyone is on the fast track to learning the new online forms system.  When you learn a new system, it usually takes a little bit to get used to.  Don't stress though, there are several TD Training Modules coming up about specifically about forms.  Make sure you check the schedule.  Therefore, in the mean time, it is completely understandable when you want to pull your hair out and just scream "how do I just print a blank form!?".  So here is the inside-track to just printing a blank form from Transaction Desk.

1)  From the Transaction Desk Home Login page, click on "Work With Individual Forms"
       -or-
     Select "Instanet Forms" link on the TD toolbar at the top of the screen.

2)  Select the form you want from the folders listed in the bottom right-hand half of the screen.

3)  Once you have the form selected, click on "Print Blank Form" button that is in the right hand column.

And there you go, you have now successfully printed a blank form for you to fill out.  Once the form is filled out, you can always fax it back into Transaction Desk with a Fax Back Cover Sheet of which is covered in another post.

Upcoming Class Schedules

The first Transaction Desk Training module "Using Online Forms" on Monday went really good.  It was a full class and the next class is already full.  It certainly helps if you bring your laptop to these classes to follow along.

Here is the upcoming schedule for the Transaction Desk Training classes.  Make sure you call The Board (417-883-1226) and register for these classes.

Thursday, November 8, 2007 "Overview of Transaction Desk" 8:30am-12 Noon at The Board	This class moves at a pretty fast pace to cover all of the aspects of TD.
Monday, November 19, 2007 "Using Online Forms and Fax Back Cover Sheets" 9:00am - 11:00am at The Board	This module focuses on using the new online forms system and using the Fax Back Cover Sheets to return completed documents into the TD system.
Wednesday, November 28, 2007 "Managing Transactions" 9:00am - 11:00am at The Board	In this module, you will learn the basics of transactions and how to keep and manage them in TD.
Wednesday, December 5, 2007 "Affiliates Training" 9:00am - 11:00am at The Board	This training module class will be for the GSBOR affiliates.  Let your title company, home inspector, appraiser, etc. know about this training class and encourage them to attend!
Thursday, December 13, 2007 "Contacts, Tasks & Calendar Management" 9:00am - 11:00am at The Board	TD is a fully functional platform that allows you to manage your contacts, tasks & appointments.  Learn how to import and export them into your Outlook and use them to keep in touch with your clients.
Thursday, December 20, 2007 "Using Online Forms and Fax Back Cover Sheets" 9:00am - 11:00am at The Board	This module focuses on using the new online forms system and using the Fax Back Cover Sheets to return completed documents into the TD system.
Thursday, December 20, 2007 "Transaction Desk System Overview" 1:30pm – 4:30pm at The Board	Scott Rose teaches this overview course.  It moves pretty quickly thru the system and is an overview of the TD system in general.
Friday, December 28, 2007 "User Settings & Preferences" 9:00am - 11:00am at The Board	Are you lonely and don’t get enough e-mail or text messages?? Then learn how to set your user preferences in TD to notify you of each and every log in or change in your TD account.  Or turn them off completely.  This class will show you how to keep your settings in check.