User Guide
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Contents (Expand All)

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
  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 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

Adding Clauses to Contracts, Documents and Disclosures

Be sure to scroll down and watch the video!

Adding Single Clause:  To insert a Clause that has already been created, click the orange CLAUSES link located above any text box from within the contract, document or disclosure. A pop-up box with the list of your existing clauses will open. Check the box for the desired Clause and click the Insert link at the bottom of the pop-up box. If you need to see the clause text to be certain before you insert the Clause, just click on the link Show Clause Text. This will display ALL the Clauses and their content so you can search to locate the appropriate text.

Adding Multiple Clauses:  Multiple clauses can be selected and insert into the text box at the same time. Just check the boxes of the clauses you would like to insert. You may have multiple clauses in a section of the contract organized with numbers or letters. Next, check the box next to "Insert Numbering" and identify if you wish to have Clause's order with a number or a letter. Don`t forget to click the Insert link at the bottom of the pop-up box.

NOTE: If you insert more than one Clause separately, you need to click SAVE after inserting each one, then insert the next one and click SAVE again, etc. Otherwise, the system will overwrite the last clause you inserted.

Important: If you typed data in the box where you are going to insert a clause, you need to click Save before inserting a clause. Otherwise, the inserted clause will replace your data.

NOTE:  If you wish you may create a clause at the time you are accessing the clause library. After you click on the CLAUSES link, just click on the CREATE NEW CLAUSE link at the top right. Type in the name of your clause and the associated text. Click SAVE.


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