Transaction Templates and Starting a new Transaction File

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Save Time, Energy and Effort, use transaction templates to start your on-line files. See how to set-up and utilize Transaction Templates when starting New on-line files to automatically add Form Templates (pre-filled contracts), Documents, Contact Types, Activity Plans and other Standard detail into your new file. Quickly generate and deliver form packets to your clients and co-operating agents by email or fax from your on-line files. We look forward to 'seeing' you there!!