TXdocs Certification Course

  Welcome & Intro to TXdocs

Available in days

days after you enroll

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

  Firm & Staff Settings

Available in days

days after you enroll

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

  Clients & Cases

Available in days

days after you enroll

• Managing Client & Case Information Start
• Assignments Start
• Quiz Start

  Online Intake

Available in days

days after you enroll

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

  Document Assembly

Available in days

days after you enroll

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

  Document Formatting & Editing

Available in days

days after you enroll

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

  Integrated eFiling

Available in days

days after you enroll

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

  Finding the Forms You Need - Advanced Forms Search

Available in days

days after you enroll

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

  Settings & Utilities

Available in days

days after you enroll

• Settings Tab Start
• Utilities Tab Start
• Quiz Start

  Tools

Available in days

days after you enroll

• General Tools Start
• Practice Area Specific Tools Start
• Assignments Start
• Quiz Start

  Supplemental Resources

Available in days

days after you enroll

• Webinar Recordings Start