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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
  Add Buyer(s) Name to All Disclosures at Once
  Create Disclosures for a Specific Transaction
  Custom Addendum
  Email Disclosures Received From The Listing Agent When Integrated
  Email Lead Based Paint Pamphlet with the Lead-Based Paint Disclosure or Obligation
  Recreate Original Disclosures with only the Seller`s Signature
  Send Disclosures to Buyer`s Agent that Sent an Offer through eContracts
  Title Company Data Base in Closing Instructions Document
  View and Upload Disclosures Received thru Integration
  Water Provider for Source of Water Addendum
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
Vacation Notice FeatureThis help topic has a video
Web InitialsThis help topic has a video
Web SignatureThis help topic has a video

Disclosures - How To's

There are two ways to create the necessary Disclosures / Documents / Smart Contracts once a PARENT CONTRACT has been created.

Create Disclosure / Document / Smart Contracts, instantaneously using Quick Start

1. Once you get that call for help, click on CREATE NEW CONTRACT

2. Click on the first Save Time feature, QUICK START

3. Click and highlight the PARENT CONTRACT

4. Continue scrolling down the web page and click the boxes for each Disclosure / Document / Smart Contract

5. Once you have checked the boxes for those documents, click on CREATE SELECTED CONTRACTS button

6. Click Save in the PARENT CONTRACT and all documents will be created as part of the transaction

 Create Disclosures within a Detailed Transaction

1. Click the orange link CREATE NEW CONTRACT (for this property)

2. Click on the first Save Time feature, SELECT MULTIPLE CONTRACTS

3. Continue scrolling down the web page and click the boxes for each Disclosure / Document / Smart Contract

4. Once you have checked the boxes for those documents, click on CREATE SELECTED CONTRACTS button

All the document(s) will automatically populate with the Client`s Name and the Property Address.

NOTE: Either way DISCLOSURE(s) are created, each new document will be for this specific Detailed Transaction and will be added to the list of eCONTRACTS / DISCLOSURES / DOCUMENTS and Smart CONTRACTS under the Docs Management folder.
 

 

 


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