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.
lang:2021cs