GSBOR's Transaction Desk Help Desk

Need Help? Log A Ticket.

The GSBOR Resolution Center is now open.  If you have issues regarding anything tech related with your real estate business, then we have made it easy for you to log and keep track of your issues until they have been resolved to your satisfaction.  When you have problems with anything tech related including Transaction Desk and Rapattoni then there are steps to take to get your issue resolved quickly.

1)  Call the Tech Helpline. 1-888-829-1441.

2)  Scour this blog by selecting specific categories in the left column to see if this issue has been addressed.

3)  Schedule to attend a Module or Overview Training Course at The Board.

4)  If all else fails...log a ticket in the Resolution Center of the members section on the GSBOR Web Site.

To access the Resolution Center, you must be a member of the Greater Springfield Board of REALTORS.  Once you log into www.gsbor.com, click on "Members" and enter your NRDS ID and password.  Then select "Resolution Center" at the top of the menu list.  Enter the info in every required field of the ticket.  Once you click "Submit" there is a team of qualified people to answer your question the best that they can.  Just be patient, most questions are answered within 48 hours.

FAQ: How do I combine multiple forms into 1 e-mail?

Please remember that there is more than one way to skin a cat, but this is a start and gets the job done that you want:

1. From the TD Home page, click on "Instanet Forms"
2. Select the 1st form to be filled out online (you can only select one form at a time) and click "Create New Form"
3. Fill out the form online and save your form by clicking on the little "save disk" icon (2nd icon from the left).
4. The saved forms will be temporarily stored in the forms folders where you had originally selected the form to fill out.
5. Click "Go Back" link on the top right hand corner of the forms.
6. Repeat Steps 2 and 3 for the other forms needed, and then exit out of the forms by clicking "Go Back"
7. Click on "Instanet Forms" and select the forms that were saved under the original forms folder.
8. Select the saved forms by holding down the Control key while you mouse click on each saved form.
9. Once all forms are selected (highlighted) select "Email Selected Forms" from the drop down box under the "I Would Like To" and click "Go"
10. Follow the fields in the form to e-mail out the forms to a selected recipient and click "Send E-mail" at the bottom of the screen.

FAQ: Can I assign a task to another Agent sharing a transaction?

This question has a couple of different parts to it.  But see if you follow me here:

The first step is, under Settings > Activity Plans > My Task Templates > Create a New Task Template: 
Then, when creating the Task Template, select the checkbox to "Automatically assign this Task to Contacts of Type" either select the contact type from the drop down list or create a custom type.  Then, when that contact type is added to a Transaction File and that task template is attached to the file that task will automatically be assigned to that person.

Part 2 of this question:

FAQ: Under Task Templates there is an auto assign (is this where I can assign the task to another agent to complete?)

Answer: YES!

Part 3 of this question:

FAQ: There isn't that option when adding single tasks. 

Answer: The person needs to be a Contact with participant access to the transaction.  Once the person has been added to the transaction file and been given Participant access with permission to view Tasks, that contact will be added to the Assignee box .  This way you can assign the single Task to a participant of the Transaction. Within the Transaction File > Tasks > Add Task, the person will be found in the Assignee box.

FAQ: How do I submit my own "in-house" form to TD?

Answer: E-mail your form to this blog e-mail address or directly to Gregg at Transaction Desk.  Click here for Gregg's e-mail address.  There is a fee for this and it is typically somewhere around $50 per page.  But once you submit the form, Transaction Desk will send you a quote once all of the pages have been received.

A lot of Agents create and use their own "in-house" forms.  If it is a form that is only to be signed by the client, then I wouldn't suggest sending your form to Transaction Desk to upload.  I would just print the form for your client to sign and then fax it in to the transaction via the fax back cover sheet.  Save yourself the $50 bucks.  But that is up to you.

You really only want to send forms to Transaction Desk that have specific fields in the form that are to be filled in.  (Example: A lease agreement or another document that contains fields to be filled in such as: sellers names, an address, or a different determined dates).  Transaction Desk will take your "in-house" form and upload it directly to your TD account where you can access that form and fill it out online within Transaction Desk system or package it together with other forms like contracts and/or listing agreements.

If this doesn't make sense, let me know and I'll clarify.

FAQ: Red "X" When I Try to Access Forms

Ahhh, the dreaded Red "X" that has shown up as you are accessing forms.  Makes you want to scream, doesn't it?!  As you most likely already know, Transaction Desk only works with Internet Explorer.  You can not access Firefox or Opera or another system.  It kind of presents a problem for those users who are using Macs, but that is what Parallels is for.  The typical Windows user probably won't run into this Red "X" issue, but here is how you fix it for all of you running both Windows and Mac OS who happen to run into this same issue:

-----------------------------------

First, make sure that you have Sun Java installed on your machine in Internet Explorer 7 and Adobe 8.1.1 reader.  (Adobe 8 is bad for the system, make sure you upgrade).

Now once you have Internet Explorer open follow these steps:

• Go to "Tools" and select "Internet Options"
• Once the dialog box opens, select the tab "Advanced"
• Scroll down and make sure that "Sun Java" box is checked and that "Microsoft JIT" is UNchecked
• Click "OK" to close the dialog box

Next follow these steps:

• From Internet Explorer, go to "Tools" and select "Manage Add-ons" and select "Enable/Disable Add-ons"
• Once the dialog box opens, scroll until you find "Sun Java Console" and highlight to select.
• In the settings box, click the radio button "Enable"
• Click OK.
• Now close Internet Explorer and re-start your computer.

This should solve the dreaded Red "X" problem.  If you're still having problems, e-mail me.

FAQ: How do I select multiple forms at once?

When you're selecting several different forms to use from the Instanet Forms at one time, the question often gets asked on how to select multiple forms at once. 

The trick to it is to hold the "control" key down while you click to select the forms that you want. 

You can do this if you're selecting forms in either the Board or MLS forms folder.

FAQ: How Long Does It Take For My Fax Back to Reach TD?

We've been asked by a lot of Agents that are using Transaction Desk (TD) for the first time the question of "how long does it take for the system to recognize my fax back documents?".  The answer can vary, but it is safe to say that it usually shows up pretty quick.  In our experience we have seen the documents show up in our existing transaction within 30 seconds of faxing it into Transaction Desk and other times we have had to wait 3-5 minutes, although that has been rare.  We have been told by Instanet Solutions (the provider of TD) that they have over 2,500 fax machines at their headquarters, so they are fully prepared to accept faxes and input them into your transaction immediately.  Our best suggestion is to get in there and play around with Transaction Desk.  Practice faxing a few documents back into the system and judge for yourself how the process works and how quickly.  You'll soon learn all of the other functions that this system has to offer.

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.

FAQ: How Do I Log In To Transaction Desk?

Logging into Transaction Desk system is easy.  Here is what you'll need:

1) An computer with an internet connection.
2) Your NRDS I.D. number and Password. 
    (This number is assigned to you by the board and is the same one
    you use to log into Rapattoni MLS system).

Once you have this information, here are the steps you need to take:

1) Go to www.gsbor.com
2) Click on "Members"
3) In the left hand column, scroll all the way down to the button labeled         
    "Transaction Desk Login"

Wa-lah! You're In!