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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
Auto Dating Deadlines Template
  How_To_Create_Auto_Dating_Deadline_Templates within Utilities
  How to Create Deadline Templates from within the CBS
  How to Recall an Auto Dating Deadline Template
  Weekends - Holidays in the Auto Dating Deadline Feature
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
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

How to Recall an Auto Dating Deadline Template

Be sure to scroll down and watch the video!

This feature will help you to calculate your contract deadlines dates, check for weekends - holidays, save your settings templates and populate the dates into the contract.

Selecting your Template:

1)  Inside the CBS you will click on the orange link at the top right of the Dates and Deadlines section Auto Dating Deadlines. A pop-up window will open providing you access to your templates you have created.

2)  Click the drop-down arrow and highlight the Template name. You will see the settings for that closing scenario template displayed.

3)  Identify the Contract Date: and the Closing Date: for this particular transaction.

4)  Click the Save and Display button.

The system will check for weekends and holidays if the very top box is check for that template and then will display the day of the week showing you how the system pushed dates forward or backward. You will see some yellow (weekend) and red (holiday) flags next to the days if they have been recalculated.

5)  If the dates are correct, click Save and Insert to insert calendar dates into the contract.

NOTE:  You can populate the deadlines based on 3 selections: Contract Date: All calculations will be from this date forward. It will add the selected (days) for every item to the contract date. Closing Date: All calculations will be from this date backwards. It will deduct the select (days) for every item to the closing date. MEC or SSA: It will populate the selected (days) and it will add the description - # Days After MEC or SSA

Important: Any time you click on Save and Display button or Save and Insert button, your setting will be saved. E.g.: Let's take the Loan Application Deadline; if you select from Contract Date and select 5 Days, this info will be saved for the next contract.

Weekends & Holidays: The system can check for weekends and holidays for every item and if the date falls on a weekend or holiday, the system will automatically move the item date to the next business date. If the date has been moved due a Weekend, a dark yellow blinking icon will be displayed. In the case of a holiday, the blinking icon will be reddish-orange. This feature can be set on or off, to do so check or uncheck the box located on top of the auto dating deadlines window.   Check for Weekends & Holidays for all items.

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