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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
  Emailing Contracts/Disclosures
  How Your Clients Will View Docs When Emailed
  Adding Buyers, Sellers, Listing-Buyers Agent, Lender and Title Co. email Addresses
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

Email Contracts Feature

This feature allows you to email all the documents to any participant in the transaction.

The documents will be sent as a live link in the body of the email. Review the Help Video Tutorial: Emailing Contracts for complete instructions.

To email CONTRACTS/DISCLOSURES/DOCUMENTS, just click on the orange link EMAIL Contracts which is located on the right side of the Detailed Transaction Page just above listed documents. Or you can click on the blue Prepare to Email Documents button in the lower right-hand side of your documents listed in Docs Management.

First select the person(s) you wish to be the recipient(s) of the emailed documents. A user can be pulled in from your Client/Contact List or your Team Members List by using the appropriate icons.

NOTE: If you use the My Contacts/Clients icon you will just highlight the name/email address of the individual. You can select multiple individuals from the list by holding down the CTRL key on a PC and the CMD key on a MAC. The names/email addresses WILL NOT populate into the Send To field. When you send the email, the highlighted Contact/Client will be included as a recipient.

Email addresses can also be typed into the Send To box. Separate Multiple Email Addresses with semi-colons.  You can Cc and Bcc recipients.

You can change the Subject if you wish. You can add your Photo, eSignature, Co Logo, and Personal Message by checking the boxes associated with each item. You can also create a global default for these settings under Utilities, Account Personal Info: eMail Personal Settings.

If a client’s email address was entered into the PARENT CONTRACT, there is no need to enter it again. There will be a checkbox right next to the client’s email address located below the message box. Just check this box.  You can Cc and Bcc yourself.  (recommended)

Select the CONTRACTS/DISCLOSURE/DOCUMENTS to be emailed by checking the appropriate boxes to the right of the document.

Finally, click Email Selected Docs to SEND.

Important: The recipient of this electronic contract will only be able to View, Print, Sign or Forward the document and will NOT be able to modify anything in the document.

Important: When you email a CONTRACT/DISCLOSURE/DOCUMENT for the first time to any participant, their email server might think that it is Junk Mail. This happens frequently with email from unknown sources.

 

 



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