Transaction Management | BoldTrail BackOffice & BoldTrail Recruit Helpdesk

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BoldTrail BackOffice & BoldTrail Recruit Helpdesk

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Transaction Management

Transaction Management

24 articles

Calendar and tasks

How to split and merge documents

Buy Side Workflow Enhancement: What's Changed

Users & Contacts

Duplicates in contacts. Merging contacts and users.

How to assign a checklist

How to delete a checklist

How to void a checklist

How to edit a task date

Uploading documents

How to create a transaction

Buying transaction

Edit, close, delete and re-open transactions

Sharing transactions with the clients

Daily tasks due email notifications

Red Transaction Screen

Transaction cancellation

How to email a document to your transaction

How to send an email from BoldTrail BackOffice

How to access closed transactions

How to create a custom view

How to submit documents for review

BoldTrail BackOffice & BoldTrail Recruit Helpdesk

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