Implementing a new tool kit for your team has never been easier.

WeTransact provides a collection of FREE onboarding resources designed to help your organization to get up to speed on how to operate your app.

These training sessions are great for anyone looking for an overview of a particular feature or tool. We'll highlight the essentials and include best practices. See our upcoming schedule and register for a spot here.

Can't wait for a live training session?

Access on-demand product training videos and recorded live trainings 24/7 in the WeTransact Support Circle when logged into your WeTransact account.



Learn everything to get started creating packets.

Step by step actionable guidance best practices:

  • Assign Actionable Tasks

  • Create Progressive Disclosure Questions

  • Curate Most Relevant Resources Resources

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