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Contents (Expand All)

	Introduction
	Best Practices for Success
	Frequently Asked Questions
	Understanding the Contract / Management System
	Interactive Electronic Contracts-Documents
	Quick Minute Updates
	CTM One Users
	Integration OR Linking Transactions
	Smart eContracts & Templating
		2021 Smart Commission Forms Create and Locate
		2020 Smart Commission Forms Create and Locate
		Smart eContracts - Features and Benefits
		Smart eContracts - Training Course Video
		Smart eContracts - Contact Us For Assistance
		_IMPORTANT Update
		Access to Company Templated Documents
		Adding Buyer and Buyer Agent Names to a Locked SMART Document
		Add Additional Signer(s) to a PDF Document
		Adding Signature Boxes to a PDF Document
		Change the Size of the Signature Field
		Create Personal Contract Library
		How to Sign a Smart Document
		Icons Explained
		Miscellaneous Docs Management Basics
		Non Readable PDF - Advanced Feature
		Quick Access to Smart Templated Contracts
		Readable PDF - Advanced Feature
		Signing a SMART Document
		Uploading a Document to Misc Docs Management
	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

Uploading a Document to Misc Docs Management

Be sure to scroll down and watch the video!

In this video we will show you how to upload any document into your Miscellaneous Docs Management folder found on your Main Dashboard.

NOTE: this process is the same if you need to upload any PDF, JPG, Word or Excel document into the Docs Management folder found in every Detailed Dashboard.

You will learn how to upload documents from your computer as well as upload from any existing template.

To learn how to Enable the Smart Signature Technology, you will want to view the Help Video Tutorial: SMART eContracts - Features and Benefits

And to learn how to Create a Template Library view the video Smart eContracts -Templates

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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

Uploading a Document to Misc Docs ManagementPDF Smart eContracts

Frequently Asked Questions

Uploading a Document to Misc Docs Management