User Guide
Search
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
  Creating and Viewing Personal Clause Library
  Adding Clauses to Contracts, Documents and Disclosures
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
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

Clause Library Feature

This feature allows you to create, store, and insert personalized clause paragraphs into contracts without having to type them again and again. Clauses can be accessed from most of the electronic CONTRACTS/DISCLOSURES/DOCUMENTS. Look for the CLAUSES link at the top right of a field inside the document to insert into that section of a document.

You can also access your clause library by clicking on the CLAUSES link located above your list of clients on the Main homepage, CLIENTS WITH CONTRACTS

Important:  If you subscribe to Frascona Law Firm or Damion Cox, their legal clauses will be loaded to your account automatically.

NOTE:  You also have the ability to share clauses through Team Member Access found under Utilities.

You may create a clause at the time you are accessing the clause library to insert into a document or from the Main homepage link.

1. After you click on the CLAUSES link, click on the CREATE NEW CLAUSE link at the top right

2. Type in the name of your clause and the associated text

3. Click SAVE

NOTE:  You may edit any clause entry that you create at any time.  Any clause entry shared with you or provided from your brokerage, will only be editable once inserted into an electronic document.


lang:2021cs