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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
  Add Notes to Documents
  Docs Management Uploader
  Email/Forward Documents to Docs Management
  Emailing Documents Organized Under Buyer Folders
  Miscellaneous Docs Management Folder
  Setting Up Sub Folders Under Misc. Docs Management Folder
  Using Sub Folders To Stay Organized
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 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

Docs Management System

Be sure to scroll down and watch the video!

This feature will allow you to upload any and all documents related to a particular Transaction.

These documents might include: Lender Letter, Copy of Earnest Money Check, Sewer Scope, Inspection Report and Photos, Death Certificate, Signed POA, ALL Title Docs, etc.


There are two types of document management folders in the software:  

Miscellaneous Docs Management folder found on the Main Dashboard

Docs Management folder found within each Detailed Transaction on the Detailed Dashboard


Understanding the Docs Management Folder feature is key to your success in managing all of your transactions efficiently.  It is recommended that you review all related videos for this topic:
Docs Management Buyer Folders 4:04
Docs Management Folder_Docs Uploader 1:53

Email Documents to Docs Management 1:45
Miscellaneous Docs Management Folder 5:26

Miscellaneous Docs Management - Set Up Organizational Folders 1:55
Smart eContracts - Uploading 2:21

NOTE: While documents can still be uploaded via email, the enhanced Docs Uploader has substantially streamlined the process and users can now upload up to 10 files at a time, 20 megabytes each.

To upload multiple documents:

1. Navigate to your Detailed Transaction

2. On the Detailed Dashboard click on Docs Management

3. In the upper right click on the orange link Add New Document

4. Click on the Upload from your computer option

5. Click on the large cloud icon that displays the message Click to Select Documents

6. You may now upload multiple documents at once. You can also Drag-and-Drop or just Search and Select

7. Drag-and-Drop or hold down your CTRL key on a PC or your CMD key on a MAC as you select up to 10 documents

8. Once all documents have been highlighted, click the OPEN button

9. Once the file names are displayed below the large cloud icon, you may rename any files before completing the upload process

10. Click on the Upload button

 

 


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