Demo

Check out our Demo Video!

A seasoned Transaction Coordinator shares their daily workflow on tcDocs…

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To learn more about the topics covered in the Demo Video, see the corresponding video tutorial below:

Video Tutorials

Google Calendar Integration<br> [1:22 Minute Mark]

Google Calendar Integration
[1:22 Minute Mark]

4:51

Phases & Agent Filtering<br> [2:13 Minute Mark]

Phases & Agent Filtering
[2:13 Minute Mark]

3:51

Connecting Emails to Tasks<br> [2:32 Minute Mark]

Connecting Emails to Tasks
[2:32 Minute Mark]

1:06

Creating An Email Template<br> [2:36 Minute Mark]

Creating An Email Template
[2:36 Minute Mark]

3:48

Add Images To Emails<br> [2:50 Minute Mark]

Add Images To Emails
[2:50 Minute Mark]

3:13

Creating a Transaction<br> [3:30 Minute Mark]

Creating a Transaction
[3:30 Minute Mark]

5:20

Creating a Transaction Checklist<br> [4:08 Minute Mark]

Creating a Transaction Checklist
[4:08 Minute Mark]

5:44

Adding Associates<br> [5:27 Minute Mark]

Adding Associates
[5:27 Minute Mark]

2:59

Listing & Transaction Interactions<br> [6:40 Minute Mark]

Listing & Transaction Interactions
[6:40 Minute Mark]

3:06

Sending Status Emails<br> [7:46 Minute Mark]

Sending Status Emails
[7:46 Minute Mark]

3:18

Getting Started<br> [8:36 Minute Mark]

Getting Started
[8:36 Minute Mark]

5:35