TransactionDesk Manual - Daytona Beach Area Association of

Introduction to

© 2011 Daytona Beach Area Association of REALTORS®

TABLE OF CONTENTS What is TransactionDesk™? ........................................................................................... 3 What You Will Learn Today............................................................................................. 4 What You Will Not Learn Today ...................................................................................... 4 Where to Get Help .......................................................................................................... 5 Overview of TransactionDesk™ Features....................................................................... 7 Setting Your Preferences ................................................................................................ 8 Branding........................................................................................................................ 12

Adding Contacts ............................................................................................................ 12 Adding Providers ........................................................................................................... 16 Tasks and Task Templates ........................................................................................... 17 Activity Plans ................................................................................................................. 20 Quick Start Groups........................................................................................................ 22Transactions.................................................................................................................. 30 Importing Data from MLS .............................................................................................. 32 Importing Data from Realist........................................................................................... 33 Ordering Services.......................................................................................................... 48

Using the DocBox.......................................................................................................... 52

The Wizards .................................................................................................................. 58Using MLS Advantage with TransactionDesk™ ............................................................ 59 Comprehensive List of Forms ....................................................................................... 59Preparing to Use TransactionDesk™ ............................................................................ 64 TransactionDesk Lite™ ................................................................................................. 66 DocBox2Go ................................................................................................................... 67 Trademarks & Acknowledgements TransactionDesk™ is a registered trademark of Instanet Solutions. The terms REALTOR® and REALTORS® are registered trademarks of the National Association of REALTORS®. AuthentiSign is a registered trademark of Concepts in Data Management, Inc. The USPS EPM® is a registered trademark of the United States Postal Service

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What is TransactionDesk™? TransactionDesk™ is an online real estate transaction management system fully integrated with interactive forms and contracts. TransactionDesk™ gives REALTORS® the power to manage their transactions 24x7 from anywhere with internet access.

TransactionDesk™ is provided as a service to all members of the Daytona Beach Area Association of REALTORS®.

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What You Will Learn Today This class is designed to give you an overview of the basic functionality of TransactionDesk™. You will be shown:

Where to Get Help How to Set Your Preferences How to Create and Manage Contacts and Service Providers How to Create Tasks and Workflows How to Create Quick Start Groups of forms How to Create a Transaction How to Import MLS data into a Transaction How to Import public records data into a Transaction How to Order Services The Wizards How to use the DocBox How to Create a Transaction using MLS Advantage

What You Will Not Learn Today Since this is only an introduction to TransactionDesk™, there is insufficient time to demonstrate all the features of the software. Not included in today’s session are: Archiving SuperUser Accounts Personal/System Clauses Reporting Sharing Audit Trails and Logging AuthentiSign/AuthentiFax USPS Electronic Postmarks Faxing/Fax Log Assistant Accounts Transaction Coordinator Accounts NOTE: Pay attention to this symbol It means there is an important detail you need to remember.

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Where to Get Help There are several ways to get help: 1) Online help is available 24x7 via the Help Tab:

Which brings up an excellent help system:

2) You can use the Easy as 1, 2, 3 System by clicking on the down arrow:

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3) If you get really stuck, and it’s during normal business hours, you can get live help via the tech support chat feature:

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4) And if you’re really desperate during normal business hours, call 386.677.7131 and ask for Mark! Overview of TransactionDesk™ Features

Contacts Quick Start Form Groups Single Forms Transactions Emailing Archiving SuperUser Accounts Personal/System Clauses New easy to use interface Customizable Settings Wizards Reporting Sharing Amortization Calculator Audit Trails and Logging Branding Online Document storage Digital Document Management AuthentiSign/AuthentiFax USPS Electronic Postmarks Faxing/Fax Log Tasks Appointments Task & Appointment Reminders Calendar Tasks Templates & Activity Plans Service Providers Service Ordering Transaction Participants Secure Participant Login Assistant Accounts Transaction Coordinator Accounts

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Setting Your Preferences Click on the Settings Tab, then click on the Continue button:

You can select and modify the following settings :

• General • User Details • Transactions • Task List • Calendar • Contacts • Signings • Providers/Orders • Forms Online Gold • Faxing • Appointments • Account Activity • Documents • Email Signatures • Notifications

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To modify a setting, simply click on the link at the left. The most important settings to begin with are: General User Details Email Signatures Notifications Review the User Details section carefully to make sure your information is correct, especially your email address.

Note: Changing your email address in TransactionDesk™ does not change it anywhere else!

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Add an email signature:

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Modify your Notifications: It is important to decide how, and how often you want to be notified when things happen in the system. You could easily be overwhelmed by emails, for example, if you request notifications via email for everything that may happen during a transaction.

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Branding Branding allows you to add your Personal Photo and/or Company logos to your emails, Participant login pages, and Fax-Back Cover Sheets. Access the Branding features under the Settings tab:

Adding a FAX Back Cover Sheet Banner You can add a FAX Back Cover Sheet Banner by uploading a 800x125 pixel image in one of the supported file formats: .jpg, .bmp, .gif, and .png. 1) Click the Change Banner button.

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2) Click the Add button, and browse your PC for the appropriate file.

3) Click the Upload Banner button. Adding Your Personal Photo You can add your personal photo by following these steps. 1: Click on the Change Personal Photo link.

2: Click Add and select the Personal Photo you wish to upload. 3: Click on the Upload Personal Photo button.

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Adding a Company Logo Upload your Company Logo by following similar steps: 1: Click on the Change Logo link. 2: Click Add and select the Company Logo you wish to upload. 3: Click on the Upload Company Logo button.

Adding Contacts Contacts allow you to store information for people and companies that you will use frequently. This information can be used throughout TransactionDesk™ to easily insert any place that contact information is required. 1. Start by clicking on the Contacts link in the Action Bar.

2: Select 'Add New Contact' from the Options list and click 'Go'

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3: Fill out all the 'Required' contact information.

4: Click 'Save' or 'Save and Add Another' to create another contact. 5: Be sure to Select Contact Type If you select “Add New” you can add any Contact Type you wish.

To Edit a contact: 1: Click the name of the contact you want to edit from the list. 2: Make any changes to the contact. 3: Click 'Save' To Delete contacts: 1: Beside each contact you want to delete, place a checkmark in the checkbox. 2: Select 'Delete Contacts' from the Options list and click 'Go'.

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3: You will be prompted to confirm the deletion. Click 'OK' to delete or 'Cancel' to abort. 4: The list will refresh and be updated accordingly. Adding Providers Like Adding Contacts, Adding Providers allows you to store contact information for people and companies that you will use frequently for Service Orders. This information is used for sending an email with a cover sheet. Adding Providers is just like Adding Contacts: 1: Select “Providers/Orders” from the Action Bar.

2: Select 'Add New Provider' from the Options list and click 'Go'. 3: Fill out all the contact information.

3: Click 'Save' or 'Save and Add Another' to create another provider.

Note that you can select the Provider Type, or create your own Provider Types, just like Adding Contact Types:

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To Edit a provider: 1: Select the name of the provider you want to edit from the list. 2: Make any changes to the provider. 3: Click 'Save'. To Delete providers: 1: Beside each provider you want to delete, place a checkmark in the checkbox. 2: Select the 'Delete' option from the 'Selected Providers' dropdown menu. 3: Click on the 'Go' button. The list will refresh and be updated accordingly.

Note that all the affiliate members of the Daytona Beach Area Association of REALTORS® are already loaded into the TransactionDesk system:

Task and Task Templates Tasks are individual “things to do” that you can add to TransactionDesk™. To create a new task: 1. Click “Tasks/Appointments” from the Action Bar, then click the “Continue” button:

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2. Select Add a New Task from the drop-down menu, then click “Go.”

2: Fill out all required information.

You can Assign Tasks to people:

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And determine notifications either immediately or upon a change of status. 3: When finished, select 'Save Task'.

Note: Attaching to a Transaction To create a task that is part of a transaction (i.e. available in transaction views) you must do 1 of 2 things: 1: Create the task from within the transaction by inserting a task 2: Create the new individual task and select “Add a New Task to an Open Transaction” from the drop-down menu. To View a Task: 1: Click the name of the Task you wish to view from the Task List, and the page will refresh and display the task details. To Edit a Task: 1: From the Task List click the name of the Task you wish to edit. 2: Next from the View Task page, select the option, 'Edit Task' then click 'Go'. 3: Make the desired changes to the Task. 4: When finished, select 'Save' from the Options and click 'Go'. To Update the status of a Task: 1: Beside each Task whose status you wish to change, place a checkmark in the checkbox. 2: Select the status you wish to give to the selected Tasks from the 'Options' menu. 3: Click on the 'Go' button, and the list will refresh and be updated accordingly.

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To Delete a Task: 1: Beside each Task you wish to delete, place a checkmark in the checkbox. 2: Select 'Delete' from the Options list and click 'Go'. 3: You will be prompted to confirm the deletion. Click 'OK' to delete or 'Cancel' to abort, and the list will refresh and be updated accordingly. The Task List Your task list provides you with a comprehensive source of information regarding all tasks entered into your TransactionDesk account. Task Templates A task template is an outline for a task. It is not an actual task and does not show up in your task list or calendar. To create a new task template, click on the 'Activity Plan' button under Preferences:

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Activity Plans Activity Plans are an ordered list of Task Templates, which can be quickly and easily inserted into your Transaction Task list. Choose Settings, then Activity Plans and “Continue.”

Click on Create a New Activity Plan, then click Go.

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Give your Activity Plan a Name, a description, and even automatically add it to your Transaction Types! To Edit an Existing Activity Plan: 1) Open Activity Plan by clicking on the Settings tab from the main menu 2) Click on the Continue button under the Activity Plan box to open the Activity Plan Manager. 3) Click on the Activity Plan you wish to edit. 4) Make the desired changes to the Activity Plan and click on the Save Activity Plan button to make your changes permanent. Quick Start Groups Quick-Start groups are designed to allow you to insert multiple forms into a transaction with one click, instead of adding the same individual forms to many transactions. Think of Quick Start Groups as a Transaction Template, containing all the forms you need for a particular type of transaction. Just as you might have a manila folder with all the paper forms you need to go on a listing appointment, you can create a Quick Start Group with those same forms electronically. For example, you might create a Quick Start Group for listing beachside condos, and a different Quick Start Group for listing mainland condos. You would add the CCL Rider to the beachside Quick Start Group, while you wouldn’t need it for the mainland Quick Start Group. You can add or delete forms to any Quick Start Group at any time.

TIP: Create a variety of Quick Start Groups for the different types of transactions you may need. While it may seem time consuming to create a variety of Quick

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Start Groups before you begin creating transactions, the time you spend doing this now will save much more time when you create a new transaction.

To Create a Quick-Start Group: Step #1: To open Quick Start Groups Manager, click on the Settings tab from the main menu. Under Quick Start Groups option click on Continue.

Step #2: Select Create a New Quick Start Group from the drop down menu and click Go.

Step #3: Enter information for the required (*) field and the description if needed. Click on the Save Quick Start Group button to save your new Quick Start Group. Note: The new Quick Start Group will now be available anywhere that you can insert an Forms and Documents.

Transaction Types can also be inserted into the Quick Start Group.

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Step #4: Select the Forms you wish to add to the Quick Start Group and click on the Add Selected files button. Click on the Save Quick Start Group button to save your changes.

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Note: You can select multiple Forms by holding down the control key (CTRL) on the keyboard and use the mouse to select the Forms.

To expand folders, double click on it or single click on the plus [+] sign beside it. Step #5: Once the Quick Start Group is saved, it will load back to the Quick Start Group Manager with the message at the top Quick start Group successfully saved.

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To Add forms to a Quick-Start Group: 1: When adding or editing a Quick-Start Group, you can select forms from the list of available forms, then click 'Add >>'. 2: The new forms will be added to the list on the right. 3: Hold down the <CTRL> key to select multiple forms.

Note: Only personally added Quick-Start Groups can be removed. Shared Quick-Start Groups cannot be deleted.

About Shared Quick Start Groups Step #1: To view a Shared Quick Start Group, simply click a Quick Start Group with no option to put a check mark beside it.

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Step #2: This will display the type of permission that has been set for the Shared Quick Start Group.

Step #3: To Create a Personal Copy of the share Quick Start Group. Simply click on Create a Personal Copy. Note: You cannot remove a Quick Start Group Item from a copied Quick Start Group. You can add Quick Start Group Items to shared Quick Start Group Item.

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Step #4: The yellow lock means, the agent who created the Quick Start Group does not want the Quick Start Group item to be removed.

Step #5: Once the Personal Copy is made it will load back to Quick Start Group Manager with a message displaying at the top Quick Start Group successfully Copied.

The real power of Quick Start Groups becomes evident after you have created one, then begin a transaction. After you have filled in the information for the transaction, the data will autopopulate into all the forms you load from your Quick Start Group!

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Transactions Transactions are the core aspect of the TransactionDesk™ system. A transaction provides end-to-end functionality for a real estate transaction. A transaction allows you to upload, send (via email and fax) and track documents, receive documents via fax, manage Forms On-line Gold documents, manage and share appointments and task lists. Creating a Transaction There are several ways to create a Transaction: The Transaction Wizard The Transaction Link on the Action Bar From Within MLS Advantage The Transaction Wizard is accessible from the Wizards link:

Starting New Transaction Start a new Transaction by clicking on Transaction from the main Menu. Step #1: From the drop down menu, select Start New Transaction Using Transaction Wizard and click Go.

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Step #2: When Creating Transaction there are different options that can be used. Enter the information for the required field (*), choose the type of Transaction you want to use and enter the description. Click on the Start Wizard button after entering all the information.

Note: In this area there are different options you can select for your Transaction setup. Populate from existing Transaction: This option is populate information from existing Transaction to complete a Transaction. Populate from Transaction Template: This option is used to populate information from Template to complete a Transaction. Listing Agent: Give the user a ability to a Transaction. Selling Agent: Give the user a ability to a Transaction.

Note: You must fill in any required fields before continuing to the next step. Transaction Wizard (Property Information) Step #1: Enter property information, property type, legal description, listing information, leased items, purchase information and comments for the property.

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Note: At any point you wish to stop and continue later you can click on the Save and Exit button. Back button can be use to go back and make change to previous page. Next button use to go to the next page of your transaction.

Importing Data from the MLS You can populate the Property Information by importing data from the MLS:

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Choose the Property type and enter the MLS number. Then click the Start Transaction button. MLS data will be imported into the Property information screen.

Importing Data from Realist: You can also import data into the Property Information screen from Realist, the public records system, if you know the Parcel ID.

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1) Select Realist as the Data source. 2) Choose the county, Volusia or Flagler 3) Enter the Parcel ID 4) Click the Start Transaction Button.

Note: If you do not know the Parcel ID, you can still begin a transaction and autopopulate the data from Realist, but you do not use the wizard:

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Transaction Wizard (Transaction Dates) Step #1: Select all the important dates for Transaction and Mortgage processing and click Next to continue. Note: Changes made here could affect Appointment Date and Task Due Date.

Transaction Wizard (Add Contact) Step #1: From the drop down menu, select Add New Transaction Contact and click Go.

Step #2: From the drop down menu, select the Transaction Contact Type and click Continue.

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Step #3: Fill out the Contact Information and click on the Save Contact Information button to save the contact information.

Transaction Wizard (Forms/Contact)

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Step #1: To add Forms to the Transaction, simply select Add Forms from the drop down menu and click Go.

Step #2: Select the Form you wish to add to the Transaction and click on the Add Selected Forms to Transaction button. Note: To expand the folders simply click on the [+] sign beside the folders to expand it.

To select multiple files hold down the control key (CTRL) on the keyboard and use the mouse to select the Forms.

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Step #3: Once the Form has been added it will return back to the Transaction Wizard. Click Next to continue.

Transaction Wizard (Docbox Documents) There are three ways Documents can be added to a transaction: importing documents from your Docbox, uploading documents via email and directly uploading a document. Any of them can be used, depending on where your documents are saved.

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Add Docbox Documents Step #1: From the drop down menu, select Add DocBox Documents and click Go.

Step # 2: Select the Document you wish to add to the Transaction and click on the Import Selected Documents button. Note: To expand the folders simply click on the [+] sign beside it.

To select multiple files hold down the control key (CTRL) and use the mouse to select the files.

TIP: As a member of the Daytona Beach Area Association of REALTORS®, you have an unlimited amount of storage space in your DocBox!

Transaction Wizard (Upload Document) Step #1:

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From the drop down menu, select Upload a Document and click Go.

Step #2: Fill out the name of the Document, select the Document Type from the drop down menu.

Step #3: Click on the Add button to bring up the browser window. Select the file you wish to upload and click OK. Once the Document has been added simply click on the Add Selected Document to Transaction button.

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Transaction Wizard (Upload Document via Email) Step #1: From bottom of the page, click the link Upload Documents via Email.

Step #2: Click on the Insert button (the sign that looks like paper clip) and browse to the file you want to attach and click ok. Click on send after the file has been attached.

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Transaction Wizard (Working with others) Step #1: Place a check mark beside I want to share this Transaction with others. Select the users from Available Shares and click Add. After the user has been added click on the Add New Shares for the selected members button.

Step #2: This will be the view once the user has been added. Click Next to continue.

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Transaction Wizard (Tasks) Step #1: Importing Task Template From the drop down menu, select Import Task Template and click Go.

Step #2: Place a check mark beside the Task Template you wish to insert into the Transaction and click on the Import Task Templates button.

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This will be the view once the Template has been imported

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Step #1: Importing Activity Plans From the drop down menu, select Import Activity Plan and click Go.

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Step #2: Place a check mark beside the Activity Plan you wish to insert into the Transaction and click on the Import Activity Plans button.

Update Task Due Date Step #1: Place a check mark beside the Task you wish update the date. From the drop down menu, select Update Task Due Dates and Go.

Step #2: Make the desired changes to your Task due dates and click on the Save Task Dates button to make the changes permanent.

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Deleting Task Step #1: Place a check mark beside the Task you wish delete. From the drop down menu, select Delete Selected Tasks and click Go. You will be prompted with a warning, click OK to confirm delete or cancel to abort.

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Transaction Wizard Overview Transaction wizard overview displays all the information once the wizard has been completed. Click on the save and exit button to complete the wizard. Note: Depending on the account type not all options will be available to the user.

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Creating Service Orders Step #1: Open Service Orders Manager by clicking on Providers/Orders link from the main menu.

Step #2: Click on the Continue button from the Service Orders box to open the Service Orders Manager.

Step #3: From the drop down menu, select Create New Order and click Go.

Fill out all required information in the step by step wizard.

Generating Service Order PDF

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Step #1: Open Service Orders Manager by clicking on Providers/Orders link from the main menu.

Step #2: Click on the Continue button from the Service Orders box to open the Service Orders Manager.

Step #3: Click on the date link for the Order you wish to generate Order PDFs for.

Step #4: From the drop down menu, select Generate Order PDFs and click Go.

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Step #5: The page will refresh and display the Order PDFs. You can also click on the link to Add Another Service Order or Return to Service Order Manager.

Viewing Service Order History Step #1: Open Service Orders Manager by clicking on Providers/Orders link from the main menu.

Step #2: Click on the Continue button from the Service Orders box to open the Service Orders Manager.

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Step #3: Click on the date link for the Order you wish to view History.

Step #4: The page will refresh and display the Order details. From the drop down menu, select View History and click Go.

Step #5: The page will refresh and display the Order History.

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Using the DocBox Access the DocBox via the link on the Action Bar:

From here, you can manage your documents, including the following functions:

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About Documents, Folders and Coversheets Documents and folders allow you to upload and manage static (non-editable) documents. You can fax, view, email, package, or print the documents. Some options may not be available depending on the document format you are uploading. Documents are the files that you upload from your computer, received by fax which had a TransactionDesk cover sheet as the first page, or transferred from your Forms On-line Gold account. These documents are generally used for sharing with other people via email or fax. Folders are used to group your documents together for organization. The default directory is called the Inbox. Most new documents will be created here if no other directory is selected. The Transaction Folder contains sub directories for all of your Transactions. The Group Folder contains sub directories for all of the documents which have been shared with other users within your office. The Package Folder contains all your packages which have been created within TransactionDesk™. The documents contained with this directory have limited functionality. The My Folders and Documents Folder is your personal section and allows you to customize by adding sub directories.

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A cover sheet is a 1-page document created by your TransactionDesk™ account when you choose to include one. It can be attached to any outgoing email or fax. When a document is faxed back into your account with this cover sheet as page 1, it will be automatically routed into your account and you will be sent a PDF copy of the new fax via email. Document Types are designed to allow you to quickly sort your documents. The USPS Electronic Postmarks (EPM) service is a web-based security service that dates and timestamps electronic documents and files, providing tamper detection, and enabling online verification of content authenticity. The USPS Electronic Postmarks may not be available to all users.

Notes for all DocBox functions: Hold down the <CTRL> or <SHIFT> key to select multiple documents. The USPS Electronic Postmarks may not be available to all users. To Upload A Document: 1: Select 'Upload A Document' from the Options menu. Then click 'Go'. 2: Enter a name for your new document. 3: Select a 'Document Type' 4: Click the 'Add' button and select document to upload. 5: Select the destination folder. 6: You can also share the new document with other users in your office, if available. 7: To send a notification email to the users of the shares, simply place a checkmark in the Notifications checkbox. 8: Click on 'Upload' button.

Note: Users that are not a part of an office will not have access to the sharing options. Users can only upload 1 document at a time. Supported file types include: .pdf, .xls, .doc, .jpg, .gif, and .bmp. Files may not exceed 1.5MB in size. To Upload A Document Via Email: 1: Select 'Upload Documents via Email' from the Options menu. Then click 'Go'. 2: When the page refreshes, you'll see a section located at the top with a link 'Click to open email client, Attach documents and send' Click the link to open your Outlook. 3: Add the desired documents to the email as attachments. 4: Click 'Send'. Supported file types include: .pdf, .xls, .doc, .jpg, .gif, and .bmp.

Note: Do not change the information in the Subject line. That information is used to identify you as the user, as well as any required transaction information.

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To Fax Documents: 1: Select the documents you wish to fax. 2: Select 'Fax Selected Documents' from the Options menu. Then click 'Go'. 3: Enter in required fax information. 4: Select the desired Cover Sheet options. 5: Select the desired Returned Documents options. 6: Click the 'Send Fax' button. To Email Documents: 1: Select the documents you wish to email. 2: Select 'Email Selected Documents' from the Options menu. Then click 'Go'. 3: Enter in required email recipient information. 4: Select the desired Cover Sheet options. 5: Select the desired Returned Documents options. 6: Select the desired Electronic Postmark options. 7: Set the Packaging Options for the email. 8: Click on 'Send Email' button. To View A Document: 1: Select the document you wish to view. 2: Select 'View Document' option from the Document Options menu. Then click 'Go'. 3: The document will then load inside your browser. To Move documents and folders: 1: Select the documents you wish to move. 2: Select 'Move Selected Documents and Folders' from the Options menu. Then click 'Go'. 3: Select the destination folder from your available folders. 4: Click on the 'Move Items To Folder' button. To Merge Multiple Documents: 1: Select the documents you wish to merge. 2: Select 'Merge Selected Documents' from the Options menu. Then click 'Go'. 3: Use the Up and Down arrows to select the desired order. 4: Enter a name for the new document. 5: Select then destination folder for the new document. 6: Click on the 'Create Merged Document' button.

Note: Only Adobe .pdf files may be selected to be merged. (Packages cannot be merged). To Copy Documents: 1: Select the documents you wish to copy. 2: Select 'Copy Selected Documents' from the Options menu. Then click 'Go'. 3: Select the destination folder from your available folders. 4: Click the 'Copy Items to Folders' button.

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To Rename a Document: 1: Select the document you wish to rename. 2: Select 'Rename Document' from the Document Options menu. Then click 'Go'. 3: Enter the new name for the document. 4: Then click the 'Update' button. To Rename a Folder: 1: Select the folder you wish to rename. 2: Click 'Rename Folder' from the Folder Details section. 3: Enter the new name for the document. 4: Then click the 'Update' button.

Note: Only Folders in 'My Folders And Documents' can be renamed. To Delete Documents and Folders: 1: Select the documents and folders you wish to delete. 2: Select 'Delete Selected Documents and Folders' from the Options menu. Then click 'Go'. 3: You will be prompted to confirm the deletion. Click 'OK' to delete or 'Cancel' to abort

Note: Transaction folders cannot be deleted from your DocBox, they will remain until the transaction has been deleted. To Create a Package: 1: Select the documents you wish to package. 2: Select 'Package Selected Documents' from the Options menu. Then click 'Go'. 3: (Optional) Select a name for the document. 4: Then click the 'Package Documents' button. 5: Once the packaged document has been created it will be saved to 'Package Documents' in your DocBox. To View document history: 1: Select the document you wish to view the history for. 2: Select 'View History' from the Document Options menu. Then click 'Go'. 3: The page will refresh and display the complete history for the document. To Change the document type: 1: Select the document you wish to change. 2: Select 'Change Document Type' from the Document Options menu. Then click 'Go'. 3: Select the new Document Type and click 'Update Document Type'. To Create A New Folder: 1: Select 'Create New Folder' from the Options menu. Then click 'Go'. 2: Enter a name for your new folder.

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3: Choose where the folder will be created, in relation to other folders. 4: Click on the 'Create New Folder' button.

Note: New folders may only be created in your 'My Folders and Documents' section. If no destination folder is selected, the new folder will be created in the main 'My Folders and Documents’ section. To Create a Fax-Back Cover Sheet: 1: Select 'Create Fax-Back Cover Sheet' from the Options menu. Then click 'Go'. 2: Enter the desired Cover Sheet Information, including the expected document 'Return Type'. 3: Uncheck the checkbox 'Send Fax-Back Cover sheet via Email?'. 4: Select desired notification options. 5: Select Electronic Postmark options. 6: Click the 'Create Fax-Back Cover Sheet' button. 7: When the page refreshes, there will be a link located at the top of the Document List window. Either click the link to open the .pdf file in your browser window, or right click and choose 'Save Target As' to save a copy to your computer. To Email a Fax-Back Cover Sheet: 1: Select 'Create a Fax-Back Cover Sheet' from the Options menu. Then click 'Go'. 2: Enter the desired Cover Sheet Information, including the expected document 'Return Type'. 3: Check the checkbox 'Send Fax-Back Cover sheet via Email?' then enter the recipient's information. 4: Select desired notification options. 5: Select Electronic Postmark options. 6: Click the 'Create Fax-Back Cover Sheet' button. 7: An email will be auto generated and sent to the recipient with the Fax-Back Cover Sheet attached.

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The Wizards TransactionDesk™ uses “wizards,” a kind of step-by-step system to help you accomplish a process in the system. There are three wizards: Transaction Wizard Signings Wizard Order Wizard Access one from the Wizard Tab:

Common sense tells you these processes are not just a few simple clicks, otherwise there would be no need to create a wizard to help you. But once you’ve gone through the process with a Wizard, you should be able to bypass it and go straight to the appropriate link on the Action Bar:

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Using MLS Advantage with TransactionDesk™ After logging in to floridarealtors.org, accessing MLS Advantage and finding a property, you can begin a transaction with a single click:

The link will open a new window in TransactionDesk™, with basic listing data from MLS Advantage already autopopulated:

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Comprehensive List of Forms The following forms are available in TransactionDesk. This list includes all FAR forms, and all DBAAR forms included in TransactionDesk. Forms appear in this list exactly as they appear in Forms Online Gold. This list is will assist you in understanding all the forms available to you as well as help you create QuickStart Groups in TransactionDesk. DBAAR Listing Forms

Brokerage Relationship Disclosure – single agent (BRD-6sa) Daytona – Addenda for commercial transactions Daytona – Attachment to contract re: Condo Document Cost Brokerage Relationship Disclosure – transition from single agent to transaction broker (BRD-7tn) Daytona – Condominium Association Rider Daytona – Disclosure of Transaction Broker Relationship Daytona – Exclusive Agency Listing Daytona – Exclusive Right of Sale And/Or Lease of Real Property Daytona – Exclusive Right of Sale Contract (2007) Daytona – Exclusive Right of Sale Contract (2010) Daytona – Listing Documents Daytona – Lockbox Authorization Form Daytona – Mediation Clause (Addendum to Exclusive Right of Sale) Daytona – Physical Property Disclosure Statement Daytona – Profile Sheet Boat Dock Daytona – Profile Sheet Commercial Daytona – Profile Sheet MultiFamily Daytona – Profile Sheet Vacant Land Daytona – Residential MLS Input Form Daytona – Seller MLS Exclusion Acknowledgement Daytona – Status Report Daytona – Three-in-One Disclosure (BRD-7tnx) No Brokerage Relationship Disclosure (BRD-3nbr)

DBAAR Sales Forms

Brokerage Relationship Disclosure – single agent (BRD-6sa) Daytona – “As Is” Rider to Contract for Sale and Purchase Daytona – Addendum re: Title and Closing Costs Daytona – “As Is” Rider to FAR/BAR Contract for Sale and Purchase Daytona – “As Is” Rider (NEW 6/10) Daytona – Brokerage Relationship Disclosure – transition from single agent to transaction

Broker Daytona – Buyer Disclosures Daytona – Condominium Association Rider Daytona – Energy Efficiency Brochure Daytona – EPA Lead Information Pamphlet Daytona – Escrow Verification Daytona – FAR Addendum to Contract Daytona – FAR Counter Offer Daytona – FAR Exclusive Buyer Brokerage Agreement Daytona – FAR Lead-Based Paint Warning Statement Daytona – FAR Release and Cancellation of Contract for Sale Daytona – FAR/BAR “As Is” Contract for Sale and Purchase

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Daytona – FHA/VA Rider Daytona – For Your Protection Get a Home Inspection Daytona – Foreign Investment in Real Property Tax Act Daytona – Governance Form Daytona – Homeowners Association Rider Daytona – Insulation Disclosure Rider (for new homes) Daytona – Insurance Coverage Rider Daytona – Mediation Clause Daytona – Notice of Revocation Daytona – Sales Documents Daytona – Three-in-One Disclosure (BRD-7tnx) No Brokerage Relationship Disclosure (BRD-3nbr)

FAR Agency Disclosures, Listings, Commission and Registration Forms

Brokerage Relationship Disclosure – single agent (BRD-6sa) Brokerage Relationship Disclosure – transition from single agent to transaction broker

(BRD-7tnx) Buyer Broker Agreement (EBBA-5) Commission Agreement (CA-5) Exclusive Brokerage Listing Agreement (EBLA-6) Exclusive Right of Sale Listing Agreement - nonrepresentation (ERS-11nr) Exclusive Right of Sale Listing Agreement – single agent (ERS-13sa) Exclusive Right of Sale Listing Agreement – transaction broker (ERS14-tb) Exclusive Right of Sale Listing Agreement - transition from single agent to transaction

broker (BRD-14tn) Exclusive Right to Lease Agreement (ERL-8) Limited Service Agreement (LSLA-2) Modification to Listing Agreement (MLA-4) No Brokerage Relationship Disclosure (BRD-3nbr) Referral Agreement (RA-2) Short Sale Addendum to Exclusive Right of Sale Listing Agreement (ERSA-1) Showing Agreement (SA-3x) Sinkhole Disclosure (SD-1) Vacant Land Listing Agreement (VLLA-1)

FAR Commercial Forms

Commercial Contract (CC-4) Commercial Contract: Option Clauses (OC-5) Designated Sales Associate (DS-5) Exclusive Right of Sale Listing Agreement for Commercial Property (ERS-6cp)

FAR Escrow Forms

Escrow Deposit Receipt Verification (EDRV-1) Monthly Reconciliation Statement (MSR-5) Monthly Reconciliation Statement Real Estate Trust Account Addendum (MSRA-1) Notice of Escrow Dispute/Good Faith Doubt (NED-6)

FAR Leases, Contracts to Lease & Supplements

Contract to Lease (CL-3) Residential Lease for Apartment or Unit in Multi Family Rental Housing (other than a duplex) Including a

Mobile Home, Condo or Coop (RLAUCC-1)

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Residential Lease for Single Family Home and Duplex (RLHD-3) Residential Lease for Unit in Condominium or Cooperative (RLCC-1x)

FAR Miscellaneous Contract Addenda and Supplements

Addendum to Contract for Sale and Purchase of Cooperative (COOP-1) Buyers Affidavit for FIRPTA Withholding Exemption (BAWE-2) Buyers Disclosure Statement (BDS-1x) Chinese/Defective Drywall Addendum (CDA-1) Complying With the Lead Based Paint Law: License Notice to Seller/Landlord (LBPL-1x) Condo FAQ Sheet Condominium Disclosure Statement (CD-2) Coastal Construction Control Line Affidavit (CCCLA-1) Counter-Offer (CO-2) DBPR FL Condo Governance Form Energy Efficiency Brochure EPA Lead Information Pamphlet Extension Addendum to Sale and Purchase Contract (EA-1) FREC Audit Checklist (FAC-1) Frequently Asked Questions and Answers Sheet for Cooperative Associations (DBPR Form CO 6000-

33-037) Home Inspection Disclosure (HID-1) Lead Based Paint Warning Statement (LBPS-2x) Lead Based Paint Warning Statement for Rental Housing (LBPR-1x) Mold Inspection Addendum to Contract (MIAC-1) Notice to Association (NTA-2) Receipt of Condominium Documents (RCD-5) Release and Cancellation of Contract for Sale and Purchase (RC-3x) Sellers Mold Addendum to Disclosure (SMAD-1) Sellers Real Property Disclosure Statement (SRPD-4) Sexual Offender Disclosure (SOD-2) Transaction Profile Sheet Vacant Land Disclosure Statement (VLDS-1)

FAR Office Management Forms

Independent Contractor Agreement Between Broker and Salesman (ICA-5x) FAR Property Management / Eviction Forms

Exclusive Property Management Contract (EPM-5x) Notice from Landlord to Tenant – Termination for Non-Compliance Other Than Failure to

Pay Rent (TNC-4) Notice from Landlord to Tenant – Termination for Failure to Pay Rent (FPR-4) Notice from Tenant to Landlord – Termination for Failure of Landlord to Maintain Premises

(TFMP-4) Notice from Tenant to Landlord – Termination Withholding Rent for Failure of Landlord to Maintain Premises (WFMP-5) Notice of Intention to Impose Claim on Security Deposit (CSD-5) Notice of Right to Reclaim Abandoned Property (NRAP-3)

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FAR Residential Contract and Addenda

Addendum to Contract for Sale and Purchase (ASCP-2A) FAR Residential Sale and Purchase Contract (FARA-10) 1031 Exchange Addendum Additional Clauses Addendum As Is With Right To Inspect Addendum Assignment Addendum Back-up Contract/Kick-out Clause Addendum Broker – Personal Interest in Property Addendum Condominium Association Addendum FHA Financing Addendum Foreign Investment in Real Property Tax Addendum Homeowners Association Addendum Housing for Older Persons Addendum Inspections Addendum Insulation Disclosure (New Homes Only) Addendum Insurance Addendum Interest-Bearing Escrow Account Addendum Lease Purchase/Lease Option Addendum Mortgage Assumption Addendum New Mortgage Rates Addendum Pre-1978 Housing Lead-Based Paint Warning Statement Addendum Property Disclosure Statement Addendum Rentals Addendum Rezoning Addendum Sale/Lease of Buyer’s Property Addendum Seller Financing Addendum VA Financing Addendum FAR Residential Sale and Purchase Contract (FAR-9) Vacant Land Contract (VAC-9)

FAR/BAR Residential Contract & Addenda

Addendum to Contract for Sale and Purchase (ASCP-2a) Comprehensive Rider to the Residential Contract for Sale and Purchase (CR-1) (NEW 6/10) As Is Rider (NEW 6/10) Assumption of Existing Mortgages Rider (NEW 6/10) Back-up Contract Rider (NEW 6/10) Binding Arbitration Rider (NEW 6/10) Buyers Attorney Approval Rider (NEW 6/10) Coastal Construction Control Line Rider (NEW 6/10) Condominium Association Disclosure Rider (NEW 6/10) Defective Drywall Rider (NEW 6/10) FHA Rider (NEW 6/10) FIRPTA Rider (NEW 6/10) Homeowners Association/Community Disclosure Rider (NEW 6/10) Insulation Disclosure for New Residence Rider (NEW 6/10) Interest-Bearing Account Rider (NEW 6/10) Kick Out Clause Rider (NEW 6/10) Lead Based Paint Disclosure Rider (NEW 6/10) Lease Purchase/Lease Option Rider (NEW 6/10) Licensee Disclosure of Personal Interest in Property Rider (NEW 6/10) Post-Closing Occupancy by Seller Rider (NEW 6/10) Pre-Closing Occupancy by Buyer Rider (NEW 6/10) Rezoning Contingency Rider (NEW 6/10) Right to Inspect and Right to Cancel Rider (NEW 6/10)

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Sale of Buyers Property Rider (NEW 6/10) Seller Financing Rider (NEW 6/10) Sellers Attorney Approval Rider (NEW 6/10) Short Sale Approval Contingency Rider (NEW 6/10) “As Is” Residential Contract for Sale and Purchase (Florida REALTORS/Florida Bar) (ASIS-1) (NEW

6/10) Short Sale Addendum to Purchase and Sale Contract (SSA-3)

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Preparing to Use TransactionDesk™ 1) Login! 2) Get your fellow agents to login, even if they have no plans to use TransactionDesk™. Why? Because then they will show up on a list of your office associates and it will make it easier to add them to a transaction on an in-house deal. 3) Set Your Preferences a) Set your General Preferences b) Review your personal information, especially email, change if necessary c) Add your email signature d) Set your Notification preferences 4) Add your Contacts. If you’re brave and technology minded, try to import them from Microsoft Outlook. 5) Add your favorite Service Providers. Inspectors, title companies, lenders, etc. Add everybody you routinely do business with. And call them to see if they have a service order form you can upload to the system. 6) Create your Task Templates. Add Tasks for common situations like pre-listing, listing, contract, and closing. 7) Create your Activity Plans. Create new Activity Plans with the Tasks ordered in the sequence you want. 8) Upload any custom forms to your DocBox. 9) Create your Quick Start Groups. Review the list of available forms in this manual. Select ones you need for common types of transactions. For example, you might want to create a Quick Start Group for Beachside Condos, with all the forms you need to list a beachside condo, including the CCL Rider. 10) You are now prepared to use TransactionDesk™!

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TransactionDesk Lite vs. Pro

TransactionDesk Lite is a new user interface that is simpler than the traditional user interface that is now called TransactionDesk Pro.

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