User Guide
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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

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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

Miscellaneous Docs Management Folder

Miscellaneous Docs Management Folder is found on the Main Dashboard.

Be sure to scroll down and watch the video!

This folder holds ALL ancillary documents that are not yet associated with a specific transaction.
 

To upload documents into the Miscellaneous Docs Management Folder

1. Click the orange link to Add New Document
2. Select any document stored on your computer after clicking in the Click to Select Documents box or simply drag and drop any document from your desktop into the box
3. If desired, select multiple documents by holding the hold down your CTRL key on a PC or your CMD key on a MAC on your keyboard and clicking on each document
4. You can change the name of a document if you wish by clicking into the fields with the documents names and editing
5. Click on the blue Upload button to finish

To create and organize folders for specific clients

1. Click on the orange link to Organize Misc Documents by Folders or Client Name
2. Move documents into a client folder by clicking on the yellow folder icon under the Folder column and identify the client folder where you wish the document to be moved

Folder Features:

  • Any PDF document you upload into this file folder can have signature fields added for electronic signature. Click on the White Paper with Globe icon under the eSignature column.
  • You can add notes of any length to any of these uploaded documents by clicking on the white paper with yellow pencil icon.
  • You can MOVE any documents(s) into the correct Docs Management Folder after you have created a Detailed Transaction Folder for your client.  While in Miscellaneous Docs Management, locate the document you want to move to a Detailed Transaction. Click on the green Move link. A pop-up window will appear. Highlight the Detailed Transaction where you wish to move the document.

NOTE:  Once a Miscellaneous Document has been moved to a Detailed Transaction it cannot be moved again.

  • To Email documents from Miscellaneous Docs Management, you must put a check in the box under the email column before you click the Prepare to Email Documents button.

NOTE:  If you miss identifying the document or documents your email client will not populate with any document to email.

 

video:2013cs (inactive currently)
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