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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
  Basic Navigation thru Dashboards
  Clients With Contracts_Your Main Home Page
  Hidden Clients with Contracts Folder
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

Navigating eContracts

Be sure to scroll down and watch the video!

Before creating any Electronic Contract(eContract), it is helpful to become familiar with the layout and how to move around in your account.

Before creating any Smart Contract(templated PDF), it is helpful to become familiar with the layout and how to move around in your account.

eContracts are stored in four (4) folders.

When logging into CTM eContracts your starting point will always give you access to your Digital Filing Cabinet (Clients with Contracts) in the center of the web page and the Main Dashboard on the right-side of the same web page.

The folders are as follows:

1. CLIENTS WITH CONTRACTS Folder contains a list of all clients who have active transactions tied to a PARENT CONTRACTNOTE:  Your Main homepage should only display your Active and U/C Clients and transactions.

2. Hidden Clients w/Contracts folder which contains a list of clients you have hidden, removing them from the Main homepage folder. These clients can be unhidden at any time. NOTE:  It is best to change the Transaction Status of each transaction file instead of hiding it. (The Transaction Status link can be found on the Detailed Dashboard within a Detailed Transaction.)

3. MISCELLANEOUS CONTRACTS folder which contains contracts not tied to a PARENT CONTRACT.

4. Deleted Contracts folder (bucket) on the Main Dashboard.  Anytime you delete an electronic document from a transaction, these DO NOT Permanently Delete.  You can Unhide at any time and put the document right back into the transaction whence it came.
 

Smart Contracts are stored in three (3) folders.

The folders are as follows:

1. CLIENTS WITH CONTRACTS Folder contains a list of all clients who have active transactions tied to a PARENT CONTRACTNOTE:  Smart Contracts will be located under the Docs Management folder.

2. Hidden Clients w/Contracts folder which contains a list of clients you have hidden, removing them from the Main homepage folder. These clients can be unhidden at any time. NOTE:  It is best to change the Transaction Status of each transaction file instead of hiding it. (The Transaction Status link can be found on the Detailed Dashboard within a Detailed Transaction.)

3. Miscellaneous Docs Management folder which contains Smart contracts not tied to a PARENT CONTRACT.

NOTE:  Smart documents are templated PDF's.  If you Delete one of these from any folder above, they are NOT saved in a deleted bucket.  You will have to re-upload the PDF from your computer or Templates Library.

 

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