myTransactions Product Update 8/1/13

myTransactions Product Update 8/1/13

Date:

Thu, 08/01/2013

Product Updates

On the evening of August 1st the following features were updated or added to the new myTransactions:

  • Signature Verification:
A link was added to access the signature verification page from an interactive form without the need to download as a PDF first.
          
Moved the verification link in PDF documents from the bottom to the top of the document.
          
Signatures in a PDF are now also linked to the verification page.
          
Modified the layout of the signature verification page
          
  • Signature Adjustments          Signatures now show the time stamp (HH:MM AM/PM Timezone)

  • Assigning Roles to Live Forms:
When you open a live form you can assign the signature and initial fields by assigning a person to a role on the form.  (More, Assign Roles).   If you wish to remove that person from the signature or initial fields, you can now do so by selecting “Select Person”.
          
Type:

Release Update

New and improved updates from DotLoop! They HEAR us!!!

Did you see the new updates from DotLoop? If not, read on!

myTransactions Product Update 7/25/13

Date:

Fri, 07/26/2013

Product Updates

On the evening of July 25th the following features were updated or added to the new myTransactions:

  • Document Order when opening documents
Documents will now open in the order shown in the loop.  They will also maintain that order when shared and opened by your client.
  • Enhanced Share permissions
Renamed the sharing permissions and added a third option to sharing permissions.  Also added hover boxes with information on the option and recommendations on recommended useage.
Can View
Can Edit
Can Modify.
*This information was obtained from http://www.kw.com on 7/26/2013

Need help linking your LinkedIn account with your KW White Pages?

Are you struggling trying to get your LinkedIn account updated in the Keller Williams Realty White Pages? We have the answers for you! Just follow the steps below and get that LinkedIn account updated on your profile! Image

1.       Obtain your LinkedIn public profile URL personal identifier.

a.       Sign into LinkedIn with your email address and password.

b.      Hover your mouse over your name (in the upper right corner) and select Settings.

c.       In the box labeled “Profile” (lower half of the screen), click Edit your public profile, in the list of links labeled “Settings.”

d.      In the box labeled “Your public profile URL” (lower right corner of the screen), click Customize your public profile URL.

e.      In the window that appears, enter your preferred URL in the text field. The text field contains your LinkedIn profile personal identifier.

f.        Copy the contents of the text field. You will paste this into your White Pages Agent Profile in an upcoming step.

g.       Click Set Custom URL.

2.       Now, update your myKW White Pages Agent Profile.

a.       Go to myKW.kw.com, and click the Profile link next to your photo (in the upper left corner).

b.      In the column labeled “My KW Info,” click the edit link in the top cell, underneath “Whitepages.”

c.       Scroll down to the field labeled “LinkedIn” and paste in the text you copied in Step 1F above.
EXAMPLE: A LinkedIn profile URL might behttp://www.linkedin.com/in/XXXXXX. But, in the myKW agent profile, in the LinkedIn field, it would only be entered as XXXXXX.

Information obtained from KW Support