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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

  2021 Smart Commission Forms Create and Locate
  2020 Smart Commission Forms Create and Locate
  Smart eContracts - Features and Benefits
  Smart eContracts - Training Course Video
  Smart eContracts - Contact Us For Assistance
  _IMPORTANT Update
  Access to Company Templated Documents
  Adding Buyer and Buyer Agent Names to a Locked SMART Document
  Add Additional Signer(s) to a PDF Document
  Adding Signature Boxes to a PDF Document
  Change the Size of the Signature Field
  Create Personal Contract Library
  How to Sign a Smart Document
  Icons Explained
  Miscellaneous Docs Management Basics
  Non Readable PDF - Advanced Feature
  Quick Access to Smart Templated Contracts
  Readable PDF - Advanced Feature
  Signing a SMART Document
  Uploading a Document to Misc Docs Management
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

Adding Signature Boxes to a PDF Document

Be sure to scroll down and watch the video!

1. After uploading a PDF document into a Docs Management or Miscellaneous Docs Management folder, you will see an icon that looks like a sheet of white paper with a globe 


2. Click on this icon to initiate the SMART edit feature


NOTE: We strongly recommend that you click on the Help icon at the top left of the screen and watch the videos relating to our new Smart eContracts to take full advantage of the many features.


3. Click on the box to the upper left that reads Edit Fields


4. Notice the box beneath Edit Fields that will have the Document Owner name. There is a small down arrow to the right of the Document Owner name. Click on that arrow to display the names of participants who are present in the eContact Sheet under any Detailed Transaction.


5. If you need to add a participant or additional signer, click on the green ON next to the words AutoComplete is ON. This will permit you to disable the AutoComplete feature from the eContact Sheet

6. A pop-up window will be displayed. Click on Turn Off   to disable the AutoComplete feature so you can add a signer


7. Click on the green CONFIRM to confirm your choice to disable AutoComplete


8.  You can then click on the person icon   with the plus sign to add a signer. Don`t forget to identify the signer type or create a Custom Signer type.


9. Once you select a participant from the drop down, that participant "owns" all the fields listed beneath his or her name - Signature, Initials, etc.


NOTE: In Miscellaneous Docs Management you will need to add all parties that will be signing the document.


10. Drag and drop the Signature Field to the appropriate place in the PDF.


11. When you drop the Signature Field a Signature Date Field will automatically populate.


12. You can size these fields using the double headed arrow at the edge of the field.


13. You can left click on the fields to display a wrench icon  . When you click on the wrench you can change appearance for fields or date format.


14. On the Signature Field, when you click on the wrench you can Add a Field for Signer Name, so the PDF looks like an eContract with the name printed beneath the signature line.


15. Don`t forget to click on the SAVE button at the top left and watch for the green Saved Successfully banner to display across the top of the screen.



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