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 TemplateThis help topic has a video
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
  Create New Message
  Expand Messages
  Collapse Messages
  Deleting Messages
  Email Message Library
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 in your ComputerThis help topic has a video
Signature CertificationThis 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 InformationThis help topic has a video
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

Message System Feature

Be sure to scroll down and watch the video!

CTM eContracts features a powerful internal message system for users to communicate effectively and timely.

This feature also creates a date and time stamped record of all your outgoing emails and what documents were sent either from eContracts or Docs Management side of the transaction.  This record can be easily saved by selecting Save all Docs/File CD or by viewing the Full Report.

There is a Messages link on both the Main and the Detailed Dashboards.

Main Dashboard

When you select Messages from the Main Dashboard you will access all the messages that you have sent from the system for all your clients.

Detailed Dashboard

When you select Messages from the Detailed Dashboard you will access all the messages that you have sent from the system for just one transaction on one Detailed Transaction.

Create New Message:

1. Select Email Contracts from a Detailed Transaction OR Create a new message from within the Messages link on either your Main Dashboard OR a Detailed Dashboard. Or with a Detailed Transaction you can click on Docs Management and then click on Prepare to Email Documents.
2. Write your message in the message area.
3. Select the client`s name by checking the box next to their name and email address found below the message area. This is auto populated from the PARENT CONTRACT. Or choose from your My Clients/Contacts or Team Member. A window will display allowing you to select a user, then click go. You can also type the email address in the Multiple Emails Box.
4. If you wish to send documents with the message, check the box to the right of the document you wish to include with the message.
5. If you are creating a message from the Main Dashboard look for the blue Send button at the bottom right. If you are creating a message from anywhere in a Detailed Transaction look for the Email Selected Docs button at the bottom right.

EXPAND (+) It will expand the messages displaying the message contents.

COLLAPSE (-) It will display the message date and time without its content.

Delete: Click on the red box with a white X located at the upper right of a message to delete a message.

NOTE: It is recommended that you do not delete messages as they cannot be retrieved, and they are a part of your complete record for a transaction.

 

 



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