The Conveyancer - Introductory Level - Alberta

Thursday, November 16, 2017 10:00 AM - 12:00 PM

FREE web-based training session for Introductory The Conveyancer Alberta users!

Hosted by one of our professional trainers, the webinar will help you get started with The Conveyancer and help you realize its full benefits.

The day before the webinar you will be contacted via email and provided with a website link and toll free conference call number.  Attendees will login to the website and observe as our trainer navigates through the software.
 

Course Description:

The Home Screen

  • Upcoming, Messages and TDX
  • Quick Search

Creating and Processing your Transaction Records

  • Entering data into your record along with time saving features such as
    • Secondary Databases (Maintaining and use of)
    • Importing a title search from SPIN feature
  • Producing documents from Tasks, Forms, and Document Production

Ordering Title Insurance through The Conveyancer

Tips & Tricks

  • How to use stickies
  • How to use Status Indicators
  • Tab L (sale) & M (purchase)- use of status button to toggle between outstanding and fulfilled and how it relates to Archiving & Advanced Search
  • Issues & Solutions

Technical Requirements:

You will require a Computer, Internet Connection, and telephone to participate in this webinar.  We recommend a telephone equipped with a headset, and for large groups speakerphone.

We look forward to having you join us on November 16th!


WARNING: The status of this event has been changed to CLOSED.
Please contact your event organizer for additional information.
 Registration Was Closed on Wednesday, November 15, 2017