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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
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

Vacation Notice Feature

It is important to remember that you can log-in anywhere you have internet access and monitor your business. With the Vacation Notice feature/option, you can select members of your team and allow them certain user rights to your eContracts account. You will want to watch the Help Video Tutorial: Team Member Access 

To update your current clients that you will be out of town or unavailable and provide them information on who to contact if they need assistance, create and send a Vacation Notice.

On your Main Dashboard click on Vacation Notice link. If you have already designated a Team Member to watch your business, you can select that Team Member from the drop-down window. The Team Members contact information will propagate into the Vacation Notice.

If you give another Agent/Broker Team Member Access, they can manage your business, correspond with your clients and manage your active contracts as needed. If you have not pre-selected a Team Member you can type in the name of who will be watching your business and their contact info. Make sure to then select the time frame for your vacation or the dates you will be unavailable using the calendar icons.

Once you have created this Vacation Notice you can Email the notice to your clients or you can print out a Letter for your clients you are currently working with.

**This video will walk you through both scenarios.

 

 



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