Docs Category: Xcellence Technology
- How to create a Transaction and get Paid at Closing ToolBox
- Cap Rate Caculator
- How to Login to the Toolbox
- How to Update Your Toolbox Profile
- Seller Net Sheet
- Title Quote
- Toolbox Dashboard
- ToolBox Intro
- VA Services
- Co-Agent/Team Member Can Now View All Tasks Related To The Transaction
- Customer E-sign Experience
- How to add an Office Announcement
- File Number Field and Filter
- Filling out forms in RBO & E-sign tips & Tricks
- Forms Library Features Options
- Having Issues Saving A Transaction Into RBO – Part 1
- Having Issues Saving A Transaction Into RBO – Part 2
- How To Add a Co-Agent/Team Member To A Transaction
- How To Add A Comment to A Transaction Task
- How to Add a Contact Into RBO
- How to assign a signed doc into a transaction
- How To Assign Documents To A Task
- How to Autocomplete Contact Information In People
- How to autocomplete data when filling out forms
- How to create a transaction
- How To Delete A Signer From A Document When Status is Awaiting
- How To Edit Office Announcements
- How to email docs from RBO
- How to Fill out Docs & Prepare for e-sign
- How To Fill Out Docs Using RBO
- How to Filter Through Transactions In RBO
- How to integrate RBO with G-Suite
- How To Make A Template
- How To Make Changes To a Documents Awaiting Signatures
- How To Merge Documents From The Company Library
- How to Narrow Down The Transactions By The Listing Expiration Date
- How To Pay A 3rd Party Contact Or Referring Agent
- How To Print Or Email A Document With Text Saved On Document
- How to Reset Your RBO Password
- How to Search For A Transaction By the MLS Number
- How To Search For Contacts by Birthday
- How To Send Emails From RBO
- How to verify non completed fields by signers
- Most Recent Agent Full Demo
- People Birthday Filter
- Pre-Offer and Pre-Listing Transaction Stage
- RBO Tasks and Action Plans Basics – 06-04-2019
- Teams Module Explained
- Working Documents and Esign (Full Video) Transactions Dashboard