LONE WOLF RESOURCES

Lone Wolf Setup & Transact Guide by Bruce Rodden

Create/Connect Your Lone Wolf Transact Account in Command

Lone Wolf Transact and Command Workflow

Create a Lone Wolf Transaction from an Opportunity

Access the Lone Wolf Transaction Linked to an Opportunity

Sync Updated Opportunity and Listing Information with Lone Wolf Transact

Transact

• Create a transaction template

• Apply a template to an existing transaction

• Update property details or listing information

• Add more parties to your transaction

• Add a document or form to your transaction

• Fill in a form

• Create a custom clause for your forms

• Email a document or form

• Create a list of to-dos for your transaction

• Add an event to your transaction timeline

• Add or update an offer in an existing transaction

• Update the status of a transaction

• Undo a transaction status update

• Create a new view for your transactions list

• Export your transactions list

• Reopen a lost deal

• Restore a deleted transaction

• Restore an archived transaction

Signings

Creating and Sending Signings

• Create a signing for your transaction paperwork

• Create a standalone signing

• Add a participant to a signing

• Add an additional document or form to a signing

• Apply a layout to an unsigned document

• Remove an unsigned document from a draft signing

• Mark up a document in a signing

• Send your transaction paperwork for signing

After Sending the Signing

• Update a signer's email after the signing has been sent

• Complete a signing

• Set up your electronic signature

• Check the status of a signing

• Resend a signing

• Reset a signing

• Duplicate a signing

• Force a signing into the Completed status

Additional Signings Information

• Available signing tools

• About signings

• Create a layout

• Specify additional signing options