User Guide
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Introduction

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Best Practices for Success

Frequently Asked Questions

Understanding the Contract / Management System

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
  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 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

Email/Forward Documents to Docs Management

Be sure to scroll down and watch the video!

This software creates a unique email address for every one of your transactions.  You can email/forward documents (attached files) you have scanned or received directly, to the Docs Management folder associated with that transaction.

Within moments, documents will upload into the client`s Detailed Transaction Docs Management folder.

NOTE: As the agent, you will receive an email notification when these documents have been successfully uploaded. This email has a hyper link for every document so you can open the docs from this email.

Steps to Find this Feature:

  1. Click into a specific Detailed Transaction
  2. On the Detailed Dashboard click on Email Documents to Docs Management link
  3. A pop-up window will display with the Email Address in BOLD Green. This is the TO: field email address created specifically for this transaction
  4. Copy this Green address
  5. Open your email software and paste this Email Address into the TO: field of the email. DO NOT modify it

OR

Microsoft Outlook - Mail Program:

  1. Click on the orange Outlook Email Documents link
  2. Your Outlook Email will open to a new email screen
  3. Attach documents and send the email

NOTE: When you click on the link above, you might see a message window saying, "could not perform this operation because the default mail client is not properly installed". Then you need to do the following: Click on Start | Default programs | Set default programs to Outlook or any other mail program you might use.

Benefits:

  1. In the Docs Management Folder each document will indicate who emailed the documents
  2. The upload speed has increased tremendously. Now when you send docs, they will get uploaded right away.
  3. You can send an unlimited number of docs with a max of 50Mb per email

 


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