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

Custom Addendum

Be sure to scroll down and watch the video!

A CUSTOM ADDENDUM is one of those Brokerage Informational Documents or an In Addition To Addendum that you create and use as part of How You Do Business.


There are three ways to create and use Custom Addendums in your eContracts account. This video will review how to add a CUSTOM ADDENDUM to an existing Detailed Transaction, how to create a CUSTOM ADDENDUM to be emailed from the MISCELLANEOUS CONTRACTS folder and then how to add any general CUSTOM ADDENDUM to a Transaction using the Create by copying from an Existing Custom Addendum function.

If you have already created a PARENT CONTRACT, and want to add a CUSTOM ADDENDUM to that Detailed Transaction do the following from the Main Dashboard:

1. Click on Client Name

2. Click on the Property Address

3. At the top of the screen in the middle section click on CREATE NEW CONTRACT (for this Property)

4. Go down the list of CONTRACTS and under Addendums click on CUSTOM ADDENDUM

5. You can name the Custom Addendum by filling in the first large data field under the instruction "(Type the name of the document to be created)"

6. Drop in CLAUSES or type in the content of the document to be created

7. Click Save

 

If you have NOT created a PARENT CONTRACT, then do the following from the Main Dashboard:

1. Click on CREATE NEW CONTRACT

2. Scroll down the list of CONTRACTS/DISCLOSURES/DOCUMENTS and under Addendums click on CUSTOM ADDENDUM

3. You can name the Custom Addendum by filling in the first large data field under the instruction (Type the name of the document to be created)

4. Drop in CLAUSES or type in the content of the document to be created

5. Click Save

NOTE: You will find the CUSTOM ADDENDUM in your MISCELLANEOUS CONTRACTS folder, where you can email it to your client.

NOTE: Don`t miss the bottom section where you can check appropriate boxes to disable signatures for participants if signatures are not required.

 

Create by Copying from an Existing Custom Addendum

If you have a standard CUSTOM ADDENDUM already saved and you wish to use it, perhaps with minor changes, in multiple instances, follow these steps:


1. If you need this to be part of a Detailed Transaction, then you will first need to click on your Client Name and then Property Address

2. Then at the top of the screen in the middle section click on CREATE NEW CONTRACT (for this Property)

OR

1. If you have NOT created a PARENT CONTRACT, then make sure you are on the Main Dashboard and have your ACTIVE-U/C Clients displayed

2. Click on CREATE NEW CONTRACT

  • In either instance you will Scroll down the list of CONTRACTS/DISCLOSURES/DOCUMENTS and under Addendums click on CUSTOM ADDENDUM

3. You will then click on the orange link Create by copying from an Existing Custom Addendum located below the date field

4. Click Save

5. Make any additional changes to tailor this document as needed

6. Click Save

  • If you are creating this as part of an existing Detailed Transaction, then you will find the CUSTOM ADDENDUM in the folder for that specific Property Address/Detailed Transaction
  • If you started on your Main Dashboard and do not have an associated PARENT CONTRACT, then you will find this new CUSTOM ADDENDUM under MISCELLANEOUS CONTRACTS

 

 

video:2012cs

lang:2021cs