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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
	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
		Create and Manage Transaction Buyer FOLDERS
		Buyer Folder Email / Share Process
	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

Buyer Folder Email / Share Process

Be sure to scroll down and watch the video!

The most secure way to get documents to the other side of the transaction is to SHARE all documents through Integration. Sharing stops the email madness AND under your messages system, the documents are not live links.

NOTE: If an email is intercepted, documents can be opened. Each document is embedded or attached and can be viewed.

Integration Videos:

Selling Agent 7:16

Listing Agent 4:57

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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

Buyer Folder Email / Share Process

Frequently Asked Questions