The Conveyancer - Introductory Level - Manitoba

Tuesday, February 6, 2018 10:00 AM - 11:30 AM

FREE web-based training session for Introductory The Conveyancer Manitoba 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),
    • The Client Information Request Form, and
    • Importing a title search from the SRCH Import Title feature
  • Creating documents from Document Production and Lender Documents from the  Forms Topics

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
  • Calendar and Achieve Scheduler

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 February 6th!

 


WARNING: The status of this event has been changed to CLOSED.
Please contact your event organizer for additional information.
 Registration Was Closed on Monday, February 5, 2018