User Guide
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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
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
  eCalendar for All Transactions
  eCalendar for a Specific Transaction
  Create a Personal Activity/Appointment in the eCalendar
  Update eCalendar from Amend-Extend/Counter Contract
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

eCalendar for a Specific Transaction

This feature provides you a calendar of due dates for a Specific Detailed Transaction.

It is accessed from the Detail Dashboard.

It not only tracks upcoming tasks, but it maintains a history of all the dates and deadlines you completed, missed, or changed for the transactions.

When you are in a particular transaction, click on the link, eCalendar on the Detail Dashboard.

NOTE:  The Dates & Deadlines in the CONTRACT TO BUY AND SELL REAL ESTATE are automatically transferred and displayed in the eCalendar.

NOTE:  If you are Integrated with another eContracts Agent you can update the eCalendar in your Listing Transaction by clicking on the green Update Contract Deadlines link in the Integration Window below your list of documents.

At the top left of the eCalendar, click on the drop-down next to the word DEADLINES to change the display of the eCalendar. You can display the deadlines by status:

DEADLINES
DEADLINES - COMPLETED
DEADLINES - NOT COMPLETED

The colors associated with the deadlines on the calendar are coded: Green: CompletedBlue: Not Due yetRed: Incomplete

The eCalendar can also be Emailed once to your Clients, assistants or other parties in the transaction with whom you want to share this deadline information.

Your clients can see the Status of the Transaction every time they open the eCalendar without having to call you.

NOTE:  You only need to email the eCalendar to your Clients and other participants ONE TIME and every time they open it, they will see any changes, updates or added activities.

To Email the eCalendar, just click on the icon at the top of the page.

NOTE:  You can also add personal tasks by clicking on the blue numerical date within eCalendar. When you set this personal task, you have the option to let your client see these tasks or not. You can also receive an email reminder select that option.


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