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By Posted on Posted in Instanet 1 Comment

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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By Posted on Posted in Instanet, Webinars No Comments
By now, you’ve likely had a chance to check out and use the new version of Instanet, which was released late last year. Check out these upcoming Instanet training webinars. They’re a great way to learn some new tips and tricks in the new system. If you prefer, you can even schedule a webinar specifically for your office. Tuesday, May 30th:
  • Paperless Files for Beginners – Essentials of Getting Started 9am-10am >> More Info/Register
  • Authentisign for a Beginner – eSignatures for Paperless Files 11am-12pm >> More Info/Register
  • Paperless Files Like a Pro – Fast, Efficient, and Consistent 12:30pm-1:30pm >> More Info/Register
Wednesday, May 31st:
  • AuthentiSign Like a Pro: Learn All the Features 11am-12pm >> More Info/Register
  • Manage the Office Files Like a Boss, Broker Tools/Dashboard, Intro to the Paperless Office 12:30pm-1:30pm >> More Info/Register
  • AuthentiSign and the Counter! They Offered What? 2pm-3pm >> More Info/Register
Thursday, June 1st:
  • Hidden Features of TransactionDesk – Branding, Customizing, Client Dashboard 10am-11am >> More Info/Register
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By Posted on Posted in Instanet, Tip of the Week No Comments

Tip of the Week – Instanet Help Videos

As we announced last week, Instanet switched over to its new version exclusively on Nov. 9 – you no longer have access to the old version. Hopefully by now, you’ve had a chance to check out or even use the new version of Instanet.

If you need some additional help navigating your way around the new-look Instanet, we recommend checking out their online video library with a wide variety of videos (over 150 short videos) to help you get up to speed and get going with the new version. Use the drop down arrows to view more videos of the topic you wish to view.

Video topics include: Creating New Forms, Editing Forms, Using the Forms Editor, Adding a Contact to a Transaction, Editing Transaction Forms, Emailing Documents and many more!

Click here to check out the Instanet Video Library.

(You’ll need to be logged into your NorthstarMLS Matrix account to view them)

Submit Your Own Tip! Do you have a question that you would like to see featured a Tip of the Week? Or maybe you have your own tip you would like to share with other NorthstarMLS users. Send your question or idea to tips@northstarmls.com. We will use one submission each month and the winner will receive a $30 Caribou Coffee gift card!

Want to check out older Tip of the Week topics? Click here to view an archive of previous Tip of the Week entries.

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By Posted on Posted in Instanet No Comments

Instanet to Switchover to New Version Exclusively November 9
Don’t forget that Instanet Forms/Transaction Desk will switch to the new version exclusively starting Wednesday, November 9. You will no longer have access to the old version after that date.

Check out this document that includes a list of the features, how to move to the new system, and training videos. This document is also linked under the Instanet Forms link in the “External Links” box here on the Matrix home page, and from the Home Tab drop-down menu.

If you have questions, contact our Help Desk at help@northstarmls.com or 651-251-5456 (toll free 1-877-251-5455), M-F, 8:00 to 5:00.

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By Posted on Posted in Instanet No Comments

Get Ready: Phasing in of New Version of Instanet Forms Continues

Back in March, we announced the new version of Instanet Forms (Transaction Desk) with its more mobile-friendly look and feel. Since then, it has been available through the “access the NEW version” graphic when you open Instanet. Hopefully you have had a chance to try it or are even using it exclusively.

Starting September 14, the new version will automatically load whenever you open Instanet. But there will still be a link back to the old version if you need more time to get used to the new one.

Then, starting November 9, only the new version of Instanet will be available.

Check out this document that includes a list of the features, how to move to the new system, and training videos. This document is also linked under the Instanet Forms link in the “External Links” box here on the Matrix home page, and from the Home Tab drop-down menu.

If you have questions, contact our Help Desk at help@northstarmls.com or 651-251-5456 (toll free 1-877-251-5455), M-F, 8:00 to 5:00.

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