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TXdocs Certification Course

Welcome & Intro to TXdocs

Getting the Most Out of This Course
Introduction to TXdocs (3:00)
Creating an Account and Logging in
Quiz

Firm & Staff Settings

Staff Settings (4:29)
Account & Personal Settings (6:50)
Assignments
Quiz

Clients & Cases

Managing Client & Case Information
Assignments
Quiz

Online Intake

Online Intake: Sending Questionnaires & Downloading Completed Data
Video: Online Intake - Overview (5:12)
Online Intake: Deeper Dive
Assignments
Quiz

Document Assembly

The Document Assembly Process
Video: Document Assembly - selecting a client & case and finding forms to assemble (6:21)
Video: Document Assembly - Navigating the document assembly panels (5:45)
Document Assembly - Deeper Dive
Video: Document Assembly - Deeper Dive (6:15)
Assignments
Quiz

Document Formatting & Editing

Video: Format Wizard Overview (2:56)
Formatting Documents with Format Wizard
Video: Editor Overview (3:14)
TXdocs Editor
Assignments
Quiz

Integrated eFiling

Video: eFiling Overview (4:02)
TXdocs' Integrated eFiling
Quiz

Finding the Forms You Need - Advanced Forms Search

Video: Form Search Overview (3:03)
Finding the Right Form(s)
Video: Form Search Deeper Dive (4:54)
Quiz
Assignments

Settings & Utilities

Settings Tab
Utilities Tab
Quiz

Tools

General Tools
Practice Area Specific Tools
Assignments
Quiz

Supplemental Resources

Webinar Recordings

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General Tools

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