TransactionDesk Enhancements

TransactionDesk (Instanet Forms, Authentisign) has released a number of enhancements to improve the system and overall workflow. These updates are listed below: 

  • Ability to use multi-page previewer when accessing a document from Review Document notification
  • Improved performance behind the task widgets
  • Updated screen text for attaching a document or submitting a review to a checklist item
  • Ability for a Super User to rename a submitted or approved document
  • Added ability for a Super User to reset fully approved document from the Checklist tab and Broker Review – Change 'reset' to “Reset to Requested”
  • Updated the note icon to be a badge indicator instead of a paper sheet icon

Check out this document for a for more information, including screen shots of these enhancements.

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