You can create related DISCLOSURES/DOCUMENTS from within the Detailed Transaction view/folder.
1. Click the orange link CREATE NEW CONTRACT (for this property)
2. A window will open in the center of your screen displaying the available CONTRACTS/DISCLOSURES/DOCUMENTS/SMART TEMPLATES for this transaction
3. If multiple CONTRACTS/DISCLOSURES/SMART TEMPLATES are required, click on the orange MULTIPLE CONTRACTS save time link
4. Scroll all the way down this web page and select each CONTRACT/DISCLOSURE/SMART TEMPLATE
5. Click the CREATE SELECTED CONTRACTS button
6. The document(s) will automatically populate with the Client’s Name and the Property Address into your Detailed Transaction list of electronic documents or Docs Management Smart templates
Remember: You will need to open each document to fill out additional information if needed. The Smart documents will be found in your Docs Management folder, where you will use the Smart Signature Technology feature.
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