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Introduction

This help topic has a video

Best Practices for Success

Frequently Asked Questions

Understanding the Contract / Management System

Interactive Electronic Contracts-Documents

This help topic has a video

Quick Minute Updates

CTM One Users

Integration OR Linking Transactions

This help topic has a video

Smart eContracts & Templating

Account Personal InfoThis help topic has a video
Account: Payments - Cancel Account Link
Attend LIVE Training Courses
Auto Dating Deadlines Template
Auto-Correction on Disclosures/Documents Feature
Brokerage Firm Benefits of Smart TemplatingThis help topic has a video
Cancel Account Instructions
Clause Library Feature
Client Access FeatureThis help topic has a video
Client DatabaseThis help topic has a video
Closing MLS InfoThis help topic has a video
Contract Deadlines Communication ToolsThis help topic has a video
Contract Deadlines Tracking System
Contract FoldersThis help topic has a video
Contract to Buy and Sell Features
Custom Labels and Letters FeatureThis help topic has a video
Customer Support
Dashboard BASIC NavigationThis help topic has a video
Disclosures - How To's
Docs Management SystemThis help topic has a video
Documents that can be Completed by Participants OnlineThis help topic has a video
Double Ended/Sided ContractThis help topic has a video
eCalendar FeatureThis help topic has a video
eContact SheetThis help topic has a video
Email Contracts Feature
Full ReportThis help topic has a video
Home Warranty Order Feature
Initial Lines on Printed Contracts Feature
Listing Transaction - SubFOLDERSThis help topic has a video
Log - Notes FeatureThis help topic has a video
Message System FeatureThis help topic has a video
Miscellaneous Contracts Folder
Mortgage CalculatorThis help topic has a video
Navigating eContractsThis help topic has a video
O & E OrderThis help topic has a video
Parent Contract TemplatesThis help topic has a video
PDF Print - Printing A ContractThis help topic has a video
Printing Contracts/Documents OptionsThis help topic has a video
Property Insurance Order FeatureThis help topic has a video
Quick Start FeatureThis help topic has a video
Reports Feature: SOLD Transactions ReportThis help topic has a video
Saving a Contract-Document to your ComputerThis help topic has a video
Signature Certificate This help topic has a video
Software Requirements
Team Member AccessThis help topic has a video
Title Order
Transaction CoordinatorThis help topic has a video
Utilities General Information
Utilities Personal Settings
Vacation Notice FeatureThis help topic has a video
Web InitialsThis help topic has a video
Web SignatureThis help topic has a video
  How Web Signatures Work
  How to Enable Web Signatures
  How to Sign with Web Signature-eSignature
  Allowing Participants Web Signature (other than your clients)
  View Signature After Contract_Disclosure_Document Has Been Signed
  Disable Font Signature Capability from all Contracts
  Help Video - How to Sign
  Web Signature Email Notification for eContracts
  Signature Received Email Notification for SMART Contracts

How to Sign with Web Signature-eSignature

Be sure to scroll down and watch the video!

Creating a demo (fake) contract, emailing it to yourself, then signing it with the mouse to see the interaction process before you send an actual contract to your client is highly recommended.


IMPORTANT NOTE: Contracts will be LOCKED after any participant signs online. The first person to sign locks the contract. You will receive an email notification when each person has signed the contract. When you open a CONTRACT/DISCLOSURE/DOCUMENT in eContracts you must go to Print Preview/Signature View to see the signatures. The Contract CANNOT be Unlocked and Nothing Can be Modified.

You, the agent, can modify a contract by using the feature Copy/Duplicate Locked Contracts for this Transaction Only

Watch the video on how to Copy/Duplicate Locked Contracts

Even if you open the contract again in the Editing Section and try to modify or make changes, it may appear that you can make changes but the changes will not be saved.

The only thing that you can add to a CONTRACT/DISCLOSURE/DOCUMENT after it is LOCKED is the other participant`s information allowing them to sign electronically.

How to tell if a document has been signed.
The picture of a lock next to the CONTRACT/DISCLOSURE/DOCUMENT means that it has been signed and it is locked.    Hold your cursor over the lock and you will see who has signed and or initialed and the date / time stamp it was signed and or initialed.


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