Autoplay
Autocomplete
Previous Lesson
Complete and Continue
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
Teach online with
Video: Document Assembly - Deeper Dive
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock