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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

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  2021 Enhancement ~ Feature Links to Force Integration Yourself
  BUY SIDE: Selling Agent Integration Requirements and Features
  LISTING SIDE: Agent Features
  Create and Share Disclosures - Automatic Feature
  Create Counterproposal from Offer Received from another eContracts Agent
  Counterproposal Received - Update Deadline Tracking System
  Create Docs and a Folder for Buyer Offer
  Email Contracts ~ New Share Column
  Enhancements ~ Offer Status-Moving Offers-Saving Notes
  Offer Received Notification
  Update Contract Deadlines from Offer Received

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
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

Email Contracts ~ New Share Column

Be sure to scroll down and watch the video!

This 4-minute video will walk you through the details of this feature, which is sure to Save You Time! when you are Integrated (linked) with another CTM eContracts agent.

NOTE: If you would like a personal message to accompany the document(s) you are sharing or allowing access to, then this is your solution. You will find the SHARE Column under the Email Contracts link in your Detail Transaction View.

IMPORTANT: The trick is that you will need to put a check in the box of at least one document under the Email Column for both the personal email message and documents to share correctly.

NOTE: Always double check that you completed this feature correctly by clicking on the Messages link, found on the Detailed Dashboard and review the date/time stamped message(s) sent.


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