User Guide
Search
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 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
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
  Calendar Synchronization
  Contract Deadlines Email Notification Settings
  Creating Custom Deadlines in Utilities
  Auto_Dating_Deadline_Templates
  Transaction Coordinator Settings
  Company Logo
  eSignature File & Settings
  Customize The Info Displayed On Your Contracts
  eContracts Settings Under Utilities
  Smart eContracts Settings
  Account: Personal Info
  Enter your Broker License! Mandatory for 2019
  Account: Payments - Cancel Account
  Team Member Access
  SSO: Single Sign-On
Vacation Notice FeatureThis help topic has a video
Web InitialsThis help topic has a video
Web SignatureThis help topic has a video

Contract Deadlines Email Notification Settings

Be sure to scroll down and watch the video!

This feature gives you the ability to set up communication through email notifications for all contract deadlines you are tracking after going under contract.

Click on Utilities, from the Main Dashboard, and then scroll down and click on Contract Deadlines: Email Notification Settings.

You have the option of receiving: One, Two or No email reminder notifications.

Days Before Due: Select the number of days prior to the deadline that you would like to receive an email notification. You can select up to 15 days in advance.

On Due Date: Check this box for every deadline you would like to receive an email notification on the due date.

Outlook/Google: Check this box for every deadline you would like to see on your Outlook, Google or iCal calendar.

NOTE: If you leave all the fields blank for a particular deadline then you will not receive email notifications and the deadline will not be synced to your email calendar (Outlook, Google or iCal).

All Contract Deadline Dates, once under contract, should be listed under the Contracts Deadline link found in the Detail Transaction View on the Detailed Dashboard. These same dates will be displayed on the eCalendars which are features available in your eContracts account.

You will find the eCalendar for All Transactions on the Main Dashboard and under the Detailed Dashboard, you will find a link to the eCalendar for that specific transaction address.

Syncing Deadline Dates to your Personal Calendar:

Within Utilities and under Personal Settings, you can set up your Outlook, Google, or iCalendar to receive contract deadline notifications. Click on your calendar of choice and follow the steps. Ensure that you have checked the third box under Contract Deadline Email Notification Settings to sync these notifications with your email calendar.


video:2015nj
lang:2021cs
youtube:2018jc