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.