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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

  QM: Introduction To Interactive Contracts
  QM: Email Contracts New Share Column
  QM: Title Order-Choose What You Want To Share
  QM: Inspection Objection: New Functionality
  QM: Listing Agents: Signature Safeguard Enhancement
  QM: Sync Contract Deadlines with Calendar
  QM: Emailing Contracts: Now Each Doc is a Live Link
  QM: Integration: Sharing Docs = Auto Email
  QM: Message System: Now Displays Live Links
  QM: Transaction Integration: Docs Management Sharing
  QM: Canceling A Title Order
  QM: Creating Custom Deadlines in Utilities

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 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

QM: Emailing Contracts: Now Each Doc is a Live Link

Be sure to scroll down and watch the video!

In this Quick Minute Update, we look at a new enhancement found in your Email Contracts ~ email client feature!

After you log into your account, click on your client folder and access the detailed transaction folder, you will find that when you prepare to email contracts by clicking on the orange link, Email Contracts, each electronic contract you have created and any document which has been uploaded into the Docs Management folder, is a Live Link.

NOTE: Any contract or document shared with you, from another eContracts agent, will now be a live link.

This feature has been added so that you can quickly confirm each document you are preparing to Select and Send to any participant of the transaction.


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