Market Pulse - Tutorials

New to the Market Pulse™ Document Library? Watch a few of our quick tutorials to get up to speed with how to create Electronic Documents, store files, and search for market documents!

Document Locker & Electronic Document Signing

Document Signing & Storing Tutorial (eSOA)

Discover how to create an Electronic Scope of Appointment document. Then see how to save, store, and search for it among other forms or files you’ve uploaded to your Document Locker.

Electronic Scope of Appointment – Email Signature Option

The email signature option is a quick and easy way to capture a Scope of Appointment when you are not seeing a client in-person. This tutorial video walks you through the process and shows you the steps your client will take to e-sign.

Search Market Documents

Document Search Tutorial

A brief explanation of how to limit your document search by adding tags to your query.

Search Results Tutorial

Let’s look at the results of a document search and see how we preview the documents as well as download the files.