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
  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 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
Vacation Notice FeatureThis help topic has a video
Web InitialsThis help topic has a video
Web SignatureThis help topic has a video

View and Upload Disclosures Received thru Integration

Be sure to scroll down and watch the video!

When you are the Selling Agent, and you have successfully Integrated or Linked your offer with the Listing Transaction, once the Listing Agent shares documents, you will be able to view and upload those shared documents/disclosures to your Docs Management folder. 

Take these steps to access shared documents:

1. From the main screen click on the Clients Name

2. Click on the SALE - Property address

3. Scroll to the bottom of your list of CONTRACTS

4. Documents shared from the Listing Agent will appear in the lower left-hand corner of the Integration box, below the message View Disclosures from Listing Agent. You can click on a document name to open it.

5. Click on the green link, Place these disclosures-docs in Docs Management to create a PDF copy and automatically upload into your Docs Management

NOTE: Upload the disclosures after your clients have signed electronically so you have all signatures. If you upload them prior to your client(s) signing, be sure to upload a second time and select the Overwrite option so the final copy you have uploaded has ALL signatures. You can click on Docs Management on the Detailed Dashboard to see the PDF copies of all shared disclosures.

 

NOTE: The best way to ensure that you accomplish Integration is by using the SAVE TIME Functionality and selecting the information from the CTM DATA SOURCE. You will see the Data Source displayed beneath the blue link of the Property Address. If you use the CTM Data Source, then you will certainly pull the property address and email address that matches what is in the Listing Agent`s listing agreement and CTM account. Once you are linked, the Listing Agent can share DISCLOSURES with you instead of email them to you.

 

video:2018kb

lang:2021cs