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Contents (Expand All)

Introduction

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Best Practices for Success

Frequently Asked Questions

Understanding the Contract / Management System

Interactive Electronic Contracts-Documents

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Quick Minute Updates

CTM One Users

Integration OR Linking Transactions

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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

Web Initials

Sellers / Buyers can electronically initial all electronic contracts.

Web initials may be enabled individually for a single document or globally for ALL documents in your account automatically.

A. Enable Web Initials on a single CONTRACT/ DISCLOSURE/ DOCUMENT

1. On the Main Dashboard click on the Client`s Name and/or the Property Address.
2. Click on the PARENT TRANSACTION, usually LIST, SALE or Exclusive Right to Buy.
3. You are now in the Detailed Transaction. Open the CONTRACT/ DISCLOSURE /DOCUMENT that needs to have web initials enabled.
4. Go to the participant name(s) at the bottom of the document. If it is a PARENT CONTRACT, you can use the floating menu to get to Buyer`s or Seller`s Info.
5. Click on the orange link Web Initials:
6. A pop-up window will display. Check the box that applies. Enable Web Signature Only Enable Web Signature & Web Initials Disable
7. If you wish you can request an email confirmation for each participant who initials the contract. If you do not want to receive an email, just uncheck the box. You can select notification or remove notification of initials by checking the appropriate box. Notify me by email when this contract is initialed.
8. Click SAVE

NOTE: The web initial boxes will appear only in Print Preview/ Signature View. Once web initials have been applied to a document, the initials will appear in both Print Preview/ Signature View and in PDF Print.

 

B. Enable Web Initials for All Documents Globally through Utilities

1. On your Main Dashboard click on Utilities
2. Under Personal Settings, scroll to eContracts Settings.
3. Under Enable CTM Web Initials on all New Contracts: check the box Enable Web Initials
4. You may also want to check the box to receive email notifications of web initials. Enable Initials Email Notification
5. Click SAVE

 



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