CHECK YOUR EMAIL

• Look for an email from: Josh W Zuehlke <do-not-reply@transactiondesk.com>

• Subject line: "TransactionDesk Document Sent from Josh W Zuehlke"

• Open the email
  

OPEN THE FORM(S)

• In the body of the email, locate the blue hyperlink(s).

• Click the link(s) to open the form(s) in your browser.
  

FILL IN THE FORM(S)

• Once the form opens, begin entering your information directly into the fields.

• You can navigate through the forms by using your mouse or keyboard.

SAVE AS YOU GO

• To avoid losing progress, save frequently:

• At the top of the screen, locate the “File” menu.

• Hover your mouse over “File” to reveal a dropdown.

• Hover over “Save”, then click the “Save” option.

• A green confirmation message— “form saved”—should appear on your screen.

REVISE LATER (IF NEEDED)

• If you reopen the email and click the link again, your previously entered information should still be there, if you had been saving as you go.

NOTIFY WHEN COMPLETE

• After completing and saving the forms, notify us.

• The forms will then be sent back to you for electronic signature.