User Guide
Search
Contents (Expand All)

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
  Calendar Synchronization
  Contract Deadlines Email Notification Settings
  Creating Custom Deadlines in Utilities
  Auto_Dating_Deadline_Templates
  Transaction Coordinator Settings
  Company Logo
  eSignature File & Settings
  Customize The Info Displayed On Your Contracts
  eContracts Settings Under Utilities
  Smart eContracts Settings
  Account: Personal Info
  Enter your Broker License! Mandatory for 2019
  Account: Payments - Cancel Account
  Team Member Access
  SSO: Single Sign-On
Vacation Notice FeatureThis help topic has a video
Web InitialsThis help topic has a video
Web SignatureThis help topic has a video

Calendar Synchronization

Be sure to scroll down and watch the video!

This feature allows you to sync and track Contract Deadlines and Custom Deadlines on your personal Outlook, Google or iCal calendar.

Under Utilities: Personal Settings you will click on the link for the calendar you wish to set up to track your Contract Deadlines for each Contract to Buy and Sell. Follow the directions for your calendar to synchronize your deadlines.

NOTE: The Google Calendar cannot display deadlines that are older than 2 months and only displays Active and Under Contract transactions.

NOTE: The first step for any calendar is to set up your Contract Deadlines Email Notifications Settings. This link is found in the instructions for every calendar and is also found as a separate link under Utilities: Personal Settings. If you want contract deadlines to appear on your calendar you will need to check the box in the third column on the Contract Deadlines Email Notifications screen labeled Outlook/Google.

If you wish to receive email notifications up to 15 days in advance of a deadline and/or on the due date, you will need to select a number from the drop down for advance notification and check the box to receive an email notification on the due date.

NOTE: If you wish to receive email notifications you must set up an email address in Email2 of your Account: Personal Info screen found under Utilities. This can be the same Email address you have in Email1.


video:2015nj
lang:2021cs
youtube:2018jc