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Introduction

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Best Practices for Success

Frequently Asked Questions

Understanding the Contract / Management System

  Add Notes to Contracts Created
  Adding a CoLister or CoBuyers Agent to Contracts
  Allow Listing Agent To View Documents
  Allow Buyer's Agent to View Documents
  Assign a Single Transaction to Another eContracts Agent
  Change The Status Of A Transaction
  CoListing_CoBuyers Agent Sign Using Personal Electronic Signature
  Copy - Duplicate Locked Contracts
  Copying From An Existing Contract
  Company-Business-POA-Trustee name as a Client in all Contracts
  Creating and Using Contract Templates
  Creating A New Contract
  Create an Exclusive Right to Sell Listing Contract from Contract to Buy and Sell
  Create Counterproposal from within the Detailed Transaction
  Customize How Clients with Contracts are Displayed
  Date and Time Contracts Were Last Modified
  Display Clients with Contracts in Property Address Order
  Editing Section of Contracts-Disclosures
  Entering Client Information in Contracts
  Hidden Contracts
  How to Know When a Contract/Document Has Been Created
  Legal Advisor In Some Parent Contracts
  Offer Received From An eContracts Agent
  Parent Contracts
  Practice Contract
  Quick Start Feature
  Save All Docs Feature
  Save Button
  Selecting or Deleting Calendar Dates in a Contract
  Seller`s Estimate Net Sheet
  Street Type and Unit Fields – How to Add and Delete
  Strikethrough Contract Text
  View and Upload CBS Received Through Integration
  View Transaction Assigned to you from Another eContracts Agent
  Virtual Office
  Where to Find Contract(s) After You Have Saved and Closed Parent Contract

Interactive Electronic Contracts-Documents

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Quick Minute Updates

CTM One Users

Integration OR Linking Transactions

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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

Copying From An Existing Contract

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The Copy from an Existing Contract feature is available in all Parent Contracts and some other documents. You will know if you can use this feature if you see an orange, Create by copying from an Existing Contract link, just below the first date box in your working document (Editing Section/Worksheet).

When you are wanting to copy a contract/disclosure from a template or like document, you will use this feature In A New, Blank ContractHere are the steps: 

1.  Locate the Create by copying from an Existing Contract link near the top of the Editing Section or Worksheet

2.  A pop-up window will open, then Highlight the contract you wish to copy

NOTE:  If you want to copy a CONTRACT TO BUY AND SELL with Deadlines, Dates, and Purchase Price, you need to check the box at the bottom of the screen: Check this box if you also would like to copy Deadline Dates and Purchase Price-Terms.

3.  Then click the go button

4.  You will see a red note ~ NOTE: Input Buyers Name and click SAVE. The entire Contract will be copied after you click SAVE ~ This will be displayed above the Client`s Name section.

 

NOTE: If you are copying a contract to replace an existing contract with a new address -DO NOT COPY/DUPLICATE LOCKED CONTRACT FROM THE Detail View.  IF YOU DO YOU WILL HAVE TWO CONTRACTS FOR THE SAME PROPERTY IN THAT CLIENT`S FOLDER Instead of a NEW FOLDER for a new Transaction Address


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