Demo

Check out our Demo Video!

A seasoned Transaction Coordinator shares their daily workflow on tcDocs…

Play Video

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

Video Tutorials

Google Calendar Integration
[1:22 Minute Mark]

4:51

Phases & Agent Filtering
[2:13 Minute Mark]

3:51

Connecting Emails to Tasks
[2:32 Minute Mark]

1:06

Creating An Email Template
[2:36 Minute Mark]

3:48

Add Images To Emails
[2:50 Minute Mark]

3:13

Creating a Transaction
[3:30 Minute Mark]

5:20

Creating a Transaction Checklist
[4:08 Minute Mark]

5:44

Adding Associates
[5:27 Minute Mark]

2:59

Listing & Transaction Interactions
[6:40 Minute Mark]

3:06

Sending Status Emails
[7:46 Minute Mark]

3:18

Getting Started
[8:36 Minute Mark]

5:35