User Guide
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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
  How_To_Create_Auto_Dating_Deadline_Templates
  Company Logo
  Adding Professional eSignature To All Contracts Documents
  Customize The Info Displayed On Your Contracts
  Team Member Access
  Customize your personal info in emails sent out of eContracts
  eContracts Settings Under Utilities
  Creating Custom Deadlines in Utilities
  Update Company Logo
Vacation Notice FeatureThis help topic has a video
Web InitialsThis help topic has a video
Web SignatureThis help topic has a video

Utilities Personal Settings

Each global feature found under Utilities: Personal Settings has an individual video dedicated to outlining the purpose of the feature and detailed instructions on how to set up and use the feature. Please review each help video sub-topic individually.

To access the Help Video Tutorials, click on this dedicated link found under each dashboard, in the box identified as New Features - Updates   A window will pop-up giving you the option to view all Main Topics and drill down to the Sub-Topics or you can type a word into the search box to find those topics in our system with that name. Select the desired sub-topic. Click on the video camera icon for that sub-topic.


NOTE: You may also wish to view the Training Video series link found under each dashboard.


Once the Training Video menu is displayed click on Utilities - General Info to display all the sub-topics.


Training Video Sub-topics include:

Sync Contract Deadlines with Calendar - You could sync your contract deadlines with your personal calendar when using Outlook, Gmail or iCal.
Contract Deadline Email Notification Settings- You can have the system send you email reminders of your contract deadlines.
Custom Deadlines Master- You can create 44 non-contractual deadline reminders for yourself and use them as needed in each transaction.
Auto Dating Deadlines Templates- You can create a variety of closing scenario templates using this feature. You pull your formula into every CBS above the deadlines box.
Transaction Coordinator Settings- Before you can allow a transaction coordinator to access any of your transactions, you must select a TC and set your preferences.
Company Logo- Add your company logo to your contracts.
eSignature File & Settings- Add your authentic, professional signature to your account.
Customize your info displayed in the eContracts- Customize the information that shows at the top of your contracts.
eContracts Settings- Set your contract preferences and communication in this link.
Smart eContracts Settings- Set your SMART preferences in this link.
Account: Personal Info- Change personal password and create email settings here.
Enter your Broker License- Single Point Of Entry puts this information in every CBS you create.
Account: Payments - Cancel Account- Pull up the history of your payments.
Team Member Access- Allow another eContracts user to access your account information and eContracts.
SSO: Single Sign-On- Sets your SSO authentication requirements.
 
 
 
 

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