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Introduction

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Best Practices for Success

Frequently Asked Questions

Understanding the Contract / Management System

Interactive Electronic Contracts-Documents

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Quick Minute Updates

CTM One Users

Integration OR Linking Transactions

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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
  Print Preview/Signature View
  Print Using the PDF Print Feature
  Print All PDF - Convert Multiple Docs into One PDF File
  PDF Print Link in Sent Emails
  Contract Print Out Font Color
  Date and Time Stamp on Bottom of Printed Contacts
  Adding a Frame to Printed Contracts
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

Print Preview/Signature View

Be sure to scroll down and watch the video!

Print Preview/Signature View is the mode that CONTRACT/DISCLOSURE/DOCUMENT will display to your clients/participants once you Email the document(s), and they click on the live link to view through their computer browser. 

It is also the way for you to Preview how a document in its finial version.  

Print Preview/Signature View is only available after once you click to SAVE a contract or document.

NOTE: The vertical numbering on the left side of the Contract in the Editing Section will not match the numbering in the Print Preview/Signature View. The information you have typed will be in a different font and in blue font color. Even if you need to fax it a few times, it will be easy to read.

NOTE: Web Signatures are available to see only when the contract is printed or when you are in Print Preview/Signature View.


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