User Guide
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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
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

Contract Folders

Be sure to scroll down and watch the video!

Before you create a document, you will want to become familiar with the different types of folders within eContracts.

When you first log in, your Main homepage of Active and U/C Clients will be blank until you create your first Parent Contract. This Main homepage will be your list of clients with active transactions. This is not the same as your Clients Database.

In Clients Database you have all your clients, family members, prospects, etc.  Some may have a contract(s), and some may not.

On the right side of the screen, you will see the Main Dashboard. All options/links on the Main Dashboard manage your digital filing cabinet with all your clients. Whenever you login, this dashboard is available to you. At the top of the homepage is a navigation area which will allow you to search for transactions and start a new contract/transaction folder.

You can create a digital folder for a Detailed Transaction by clicking on the link CREATE NEW CONTRACT located at the upper right of the navigation area on your Main homepage. You will then select a PARENT CONTRACT, open it and fill in the Client Name and Property Address. These two pieces of information label the digital folder for your Detailed Transaction.

Once you have created a PARENT CONTRACT you will then be in a Detailed Transaction folder. The right-hand side or Detailed Dashboard will provide you all the resources to help you navigate, document and meet your clients' expectations throughout this transaction.

One important link is Docs Managementwhich stores additional documents for your Detailed Transaction. These documents can be PDF Files, Xcel Spreadsheets, jpeg files, Word Documents, etc. They are the supplemental documents for your electronic contracts.

You may also have PDF Files of electronic documents that have been shared by another eContracts agent or PDF Files of electronic documents that have been wet signed.

NOTE:  Any electronic contracts that are created without a PARENT CONTRACT will be found and stored in MISCELLANEOUS CONTRACTS. Any supplemental documents not associated with a Detailed Transaction can be uploaded into Miscellaneous Docs Management found on the Main Dashboard.
 

 

 


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