Sharing Transactions in Form Simplicity

September 9, 2026 1:00 PM - 3:00 PM (EDT)

Description

The student will learn how the Transaction Sharing feature provides agents, who may work in teams or not, the ability to set sharing permissions for their individual transactions with other agents in their company. This includes creating a Share Team, sharing a transaction, viewing a transaction that is being shared with you, sharing Permission Levels.