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This video will help you learn how to navigate through your eContracts account. When you log into your account you will see a list of clients who currently have active transactions. All contracts listed in this folder are tied to a parent contract. Clients on this list should only be current clients with an Active or U/C Transaction.
Once a client`s transaction has gone from Active to Under Contract to SOLD, the status should be changed in the Detailed Dashboard. Select Transaction Status and use the drop-down box to change the status of the transaction. When you change the status of a transaction, the file will move to the sub-folders on your Main page, located on the gray toolbar on the top of your screen.
NOTE: These clients should never be Hidden.
Once you select an individual from the list, you should then see a list of all the addresses you have worked on with this client. By clicking a property address, you are going into a particular transaction. The dashboard on the right has now changed to the Detailed Dashboard.
You will see a list of all the documents created for that particular transaction.
This Detailed Dashboard is where you manage this individual transaction while the Main Dashboard is where you manage your entire business at once.
The documents in this folder can be re-organized by document name or date created by using the black arrows at the top of the screen.
Each Detailed Transaction has a Hidden Contracts Folder. There is NO NEED to hide any document in CTMeContracts. When you create a duplicate document, you can you use the Note icon to place a note under each specific document, so you can differentiate between documents with the same name. Hidden documents can be found by clicking the -Display Hidden Contracts- link at the top of the page. To unhide a contract, click Unhide.
To view a document, click the name of the CONTRACT/DOCUMENT/DISCLOSURE and you will open a new tab with the document displayed in Edit mode (Editing Section or you Worksheet).