Check out the new TransactionDesk platform

Instanet's new and improved TransactionDesk platform launched today!

More information on the new Instanet Platform…

  • The new TransactionDesk is dashboard based, so you can get more information and quicker access to things you need with fewer clicks.
  • See recently created transactions, forms and signings right on your home page. Access them with one click.
  • You can customize the dashboard so it works best for you.
  • More mobile device and touch friendly. Easier to use on the go.
  • Better organization for documents using subfolders. Drag and drop upload of files from your computer.

To switch to the new platform, simply click on the image to the right of the Instanet logo that says "Click here to access the NEW version of TransactionDesk" as shown below:

When you switch to the new TransactionDesk platform, you'll notice there are the multiple widges on your Agent Dashboard. Thse widgets can be added, moved, removed and resized to customize your dashboard.

 

Click here to view more TransactionDesk help videos on using their new widgets.

If you would like to return to the old version of TransactionDesk, click on the "Setup" widget represented by the gears on the left hand side of the dashboard. Then select "Return to previous version of TransactionDesk" near the bottom of the list.