Here is a list of the most important things to know when moving to the new system:
1. Just login to activate the new account. There is nothing else to do.
2. All your transactions, forms, documents and data will be there in the new system - they already are! You'll still be using the same database, just a different interface on top of it.
3. You can still use the old system. If you want to switch back and forth, you can. And, anything you create in one version, will be available in the other version - except Quick Start Groups (see the next item).
4. Quick Start Groups have been merged with Transaction Templates. Any Quick Start Groups you created in the old system are now in the new system as Templates. You won't lose any work.
When you start a transaction, indicate that you want to use a template and you'll see your old Quick Start Groups listed there (and any templates you created in the old system).
So, to add groups of forms to a transaction, just choose a template.
5. We have a huge video library available within the system to help you. There are two main locations for help videos:
a. On the left side of the screen is a  . Click on that icon and then on the link for Help Video.
b. You can always call 800-668-8768 for help. The help desk is trained on the new system.
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