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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

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
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
Clause Library Feature
Client Access FeatureThis help topic has a video
Client DatabaseThis 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
Disclosures - How To's
Docs Management SystemThis help topic has a video
Double Ended/Sided ContractThis help topic has a video
eCalendar FeatureThis help topic has a video
Email Contracts Feature
Full ReportThis help topic has a video
Home Warranty Order 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
Navigating eContractsThis help topic has a video
Parent Contract TemplatesThis help topic has a video
Printing Contracts/Documents OptionsThis 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
Title Order
Transaction CoordinatorThis help topic has a video
Utilities Personal Settings
Vacation Notice FeatureThis help topic has a video
Web SignatureThis help topic has a video
  Allowing Participants Web Signature (other than your clients)
  Disable Font Signature Capability from all Contracts

Allowing Participants Web Signature (other than your clients)

Be sure to scroll down and watch the video!

It is very important to understand the functionality of the Web Signature for other participants besides your clients.

NOTE: Even after a Contract, Document or Disclosure has been Locked you can allow the other participants to sign online. The Web Signature boxes for participants other than your clients will be available after you typed the names of the participants in the appropriate boxes in the Editing Section of the contract/document and click Save. This must be done prior to anyone signing the document because once the document is signed-the document will be locked.

Contract to Buy and Sell

In the case of a Contract To Buy, you can add the Seller`s name and the Listing Agents information in the editing section of the contract allowing them to sign online even if the contract has been signed by the buyers (locked). The Listing Agent does not have to be an eContracts Agent.

Once any seller or the listing agent has signed, no other names can be added or modified.

Notice that when you add the seller`s name, it will create the signature boxes for the sellers and the Countered and Rejected initials boxes.

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