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Contents (Expand All)

	Introduction
	Best Practices for Success
	Frequently Asked Questions
	Understanding the Contract / Management System
		Add Notes to Contracts Created
		Adding a CoLister or CoBuyers Agent to Contracts
		Allow Listing Agent To View Documents
		Allow Buyer's Agent to View Documents
		Assign a Single Transaction to Another eContracts Agent
		Change The Status Of A Transaction
		CoListing_CoBuyers Agent Sign Using Personal Electronic Signature
		Copy - Duplicate Locked Contracts
		Copying From An Existing Contract
		Company-Business-POA-Trustee name as a Client in all Contracts
		Creating and Using Contract Templates
		Creating A New Contract
		Create an Exclusive Right to Sell Listing Contract from Contract to Buy and Sell
		Create Counterproposal from within the Detailed Transaction
		Customize How Clients with Contracts are Displayed
		Date and Time Contracts Were Last Modified
		Display Clients with Contracts in Property Address Order
		Editing Section of Contracts-Disclosures
		Entering Client Information in Contracts
		Hidden Contracts
		How to Know When a Contract/Document Has Been Created
		Legal Advisor In Some Parent Contracts
		Offer Received From An eContracts Agent
		Parent Contracts
		Practice Contract
		Quick Start Feature
		Save All Docs Feature
		Save Button
		Selecting or Deleting Calendar Dates in a Contract
		Seller`s Estimate Net Sheet
		Street Type and Unit Fields – How to Add and Delete
		Strikethrough Contract Text
		View and Upload CBS Received Through Integration
		View Transaction Assigned to you from Another eContracts Agent
		Virtual Office
		Where to Find Contract(s) After You Have Saved and Closed Parent Contract
	Interactive Electronic Contracts-Documents
	Quick Minute Updates
	CTM One Users
	Integration OR Linking Transactions
	Smart eContracts & Templating
	Account Personal Info
	Account: Payments - Cancel Account Link
	Attend LIVE Training Courses
	Auto Dating Deadlines Template
	Auto-Correction on Disclosures/Documents Feature
	Brokerage Firm Benefits of Smart Templating
	Cancel Account Instructions
	Clause Library Feature
	Client Access Feature
	Client Database
	Closing MLS Info
	Contract Deadlines Communication Tools
	Contract Deadlines Tracking System
	Contract Folders
	Contract to Buy and Sell Features
	Custom Labels and Letters Feature
	Customer Support
	Dashboard BASIC Navigation
	Disclosures - How To's
	Docs Management System
	Documents that can be Completed by Participants Online
	Double Ended/Sided Contract
	eCalendar Feature
	eContact Sheet
	Email Contracts Feature
	Full Report
	Home Warranty Order Feature
	Initial Lines on Printed Contracts Feature
	Listing Transaction - SubFOLDERS
	Log - Notes Feature
	Message System Feature
	Miscellaneous Contracts Folder
	Mortgage Calculator
	Navigating eContracts
	O & E Order
	Parent Contract Templates
	PDF Print - Printing A Contract
	Printing Contracts/Documents Options
	Property Insurance Order Feature
	Quick Start Feature
	Reports Feature: SOLD Transactions Report
	Saving a Contract-Document to your Computer
	Signature Certificate
	Software Requirements
	Team Member Access
	Title Order
	Transaction Coordinator
	Utilities General Information
	Utilities Personal Settings
	Vacation Notice Feature
	Web Initials
	Web Signature

How to Know When a Contract/Document Has Been Created

Once a document has been saved successfully, the first time, two icons will appear at the top right corner of the worksheet.

One is the Print Preview/Signature View and the other is PDF Print. This means that the Contract Has Been Created in the system and can be retrieved at any time. Now you can print the contract/document to a file by clicking PDF Print. Or check for signatures by clicking Print Preview/Signature View.

NOTE: A contract/document is not created until you click the blue SAVE button. Always look for the green Saved Successfully hh:mm:ss (time) to appear at the top of the screen or at the bottom of the floating navigation menu found on every Parent Contract.

NOTE: There is NO AUTOSAVE this software is internet based.

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Introduction

Best Practices for Success

Frequently Asked QuestionsFAQ FAQs

Understanding the Contract / Management System

Interactive Electronic Contracts-Documents

Quick Minute Updates

CTM One Users

Integration OR Linking Transactions

Smart eContracts & Templating

How to Know When a Contract/Document Has Been Created

Frequently Asked Questions