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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

Help Video - How to Sign

Be sure to scroll down and watch the video!

When you email electronic contracts to clients/participants, the system will include this helpful video: Help Video - How to Sign

This link is at the top right of your logo.  This video provides a step-by-step tutorial explaining to your client/participant how to electronically sign documents.

This video is 3:17 minutes long and it reviews How To Sign Electronic Documents online.

It is recommended that you encourage your client(s) or signer(s) to contact you if they have any questions on how to sign electronically. Also, make sure they are aware that they have access to this video at any time from within the email they receive from you. In addition, there are written instructions about how to sign electronically located at the bottom of every email you send with eContracts.

NOTE: There are multiple ways your client or any participant of the transaction can sign each eContract. You will want to review this video before you send out electronic contracts.

 


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