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
  Adding Custom Deadlines to a Transaction
  Allow Team Members to View your Custom Deadlines
  Contract Deadlines Email Notification Settings
  Counterproposal Created - Update Deadline Tracking System
  Sync Contract Deadlines with Calendar
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 Custom Deadlines to a Transaction

Be sure to scroll down and watch the video!

You can create your own/personal set of Custom Deadline(s) to help you manage special tasks for your transactions.  You can create a master list of up to 44 custom deadlines and in this video, we will show you how to pull only what you need into each transaction.

Review this video link on how to Create Custom Deadlines under Utilities to help you create your master list.

This feature allows you to create your own Custom Deadline(s) for each particular transaction. Deadlines with an actual due date, will be automatically added to the eCalendar for that transaction and your eCalendar for All Transactions on your Main Dashboard.

Found on every Detailed Dashboard within a particular transaction, click on Custom Deadlines. A new window will open, and you will be able to click on the orange link Add My Custom Deadlines.  When you click on this link you can select specific custom deadlines or Select All to add custom deadlines to your transaction.

Any boxes you have checked in the Custom Deadlines Master Settings under Utilities - Personal Settings requesting reminders and notifications will transfer to this detailed transaction. These settings include whether you want a custom deadline to appear on the eCalendar emailed to participants, if you wish an email reminder prior to the deadline and an email reminder on the due date. You may further adjust these settings within this transaction.

Don`t forget to scroll down and click the SAVE button.

You can also add a note for a particular custom deadline by clicking on the icon of the white piece of paper with the yellow pencil located in the # column to the left of the custom Deadline Name.

You can add a new custom deadline just for this transaction by clicking on the orange link in the upper left Create New Custom Deadline. Type the custom deadline name and click save. Indicate if you would like to receive an email notification, etc.

Remember:  that this new Custom Deadline is for this particular transaction only.

You can have up to 44 custom deadlines. For each Custom Deadline, you will need to select the deadline date from the calendar icon, and you will need to check the box under Status when it is "Done".

Finally, you can add general notes regarding your Custom Deadlines in the Notes section at the bottom of the list of Custom Deadlines in a Detailed Transaction. Don`t forget to click on the SAVE button.



video:2018kb
lang:2021cs