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.