Save for Later
This guide was created with Scribe in
29 seconds.
Sign in and create your own!
How to Update Tempaltes on Transactiondesk
Rachel Hinson
|
0 step
|
29 seconds
Transactiondesk
1
Navigate to [https://pr.transactiondesk.com/](https://pr.transactiondesk.com/)
2
Click on Settings.
Zoom Saved
3
Click "Transaction Templates"
Zoom Saved
4
Click on the name of the Transaction Template you would like to edit.
Zoom Saved
5
Click "Forms"
Zoom Saved
6
Click on the 3 little dots to the right.
Zoom Saved
7
Click "Delete"
Zoom Saved
8
Click "Yes"
Zoom Saved
9
Click the plus sign to add forms.
Zoom Saved
10
Click the "Search" field and type the name of the form you'd like to add.
Zoom Saved
11
Click "Add" to add the new version of the form to your template.
Zoom Saved
Want to make guides like this in seconds? Yes, it's really that fast.
Show Me How
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe