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
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
  Create and Manage Transaction Buyer FOLDERS
  Buyer Folder Email / Share Process
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

Create and Manage Transaction Buyer FOLDERS

Be sure to scroll down and watch the video!

Extended Video 12:28

Listing Agents can Create Multiple Folders for Multiple Offers or to Organize Documents
This Feature allows you to organize multiple sets of disclosures for multiple Offers/Buyers or keep other documents uploaded into the transaction, organized by category.

As the Listing Agent, you can create and manage separate folders to hold a full set of disclosures specific to the Buyer`s Agent and their buyer(s).


There are several ways to add buyer(s) names to your electronic disclosures and create folders, whether you receive an offer as a hard copy, through email or through the CTM Integration Feature.


Easy and Fast: Click on the orange link, just below your list of electronic documents, for offers received by a DocuSign or written offer.

Recreate the original Disclosures with only the Sellers Signature For Multiple Offers
This Feature allows you to create multiple sets of disclosures for multiple Offers/Buyers - At Once

NOTE: You can create a folder with the Buyer`s Name by simply checking the box in the center of the pop-up window next to "Create folder".


Integrated? Just click on the green link within each Integration Box (Offer Received), once you're a linked with the Selling Agent.

Create Disclosures & Folder for this Buyer`s offer
This Feature allows you to create a specific set of disclosures AND a folder for this offer only - All At Once

NOTE: If you use this feature and you create the folder, the ENTIRE Integration window/box will move into the Buyer`s Folder.

 

NOTE: One approach to help you organize offers is to create a folder for "Rejected Offers" or "Backup Offers". Within the Integration Window/Box there is a drop down to move the box to a different folder. You may wish to group those offers that were not accepted under one folder and move those Integration Windows/Boxes to that folder to preclude an error when sharing documents.


NOTE: You can create a Buyer Folder for a new buyer at any time. If you forgot to create the folder from the transaction when first creating the disclosures, Do Not recreate them again because you can easily create the Buyer Folder and MOVE the documents.

 1) click on the Folder Icon while viewing the "View All" or "Original Docs" link to have a pop-up box come up to move to another folder

OR

2) Click, Drag and Drop documents from one folder to another.


This video also includes the process for both Emailing and/or Sharing sets of disclosures!

 


video:2013cs
lang:2021cs