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Introduction
- Packet Administration
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Deeds - Parameters and Setup
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Packet Administration
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Add a Deed to a packet
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Link a document to a Deed
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Deed packet administration - Quiz
- Deed Administration and Reports
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Deed Move and Firm Trustee changes
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Deed - Merge and Extract
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Deed Reports
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Searching the Deed Register
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Deed administration and reports Quiz
- Summary
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Summary
Deeds Administration
This course covers the basic steps required to maintain and search the Deed register.
In this course you’ll learn how to:
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- add a Packet
- add or edit a Deed
- link a Deed to the Deeds Register
- move a Deed
- run reports
- search the Deed register
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