User Guide
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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
  Creating Custom Deadlines in Utilities
  Auto_Dating_Deadline_Templates
  Company Logo
  eSignature File & Settings
  eContracts Settings Under Utilities
  Enter your Broker License! Mandatory for 2019
Vacation Notice FeatureThis help topic has a video
Web SignatureThis help topic has a video

eSignature File & Settings

Be sure to scroll down and watch the video!

You can create or upload your personal, professional signature to be embedded into all contracts/documents.

To create or upload your eSignature go to Utilities, then click on eSignature File & Settings and follow the instructions. You have three options to create and add your own personal, professional signature.

NOTE:  When you have your eSignature automatically applied to all new contracts, then you will not lock the contracts.  Unlike signing individually with a mouse or font.

Options To Set Up Your Professional Signature

Option 1 - You can sign in the box using your mouse or fingertip is you have a touch screen.  Then you can Save this signature into your account.

Option 2 (recommended) - Print and sign the eSignature Uploading Instructions. Scan this document to your computer and email it to [email protected].

NOTE: If you choose to sign on a piece of paper, sign your name with a black or blue felt tip pen

Option 3 (new upgrade in 2021) - Upload your own signature file, resize it and crop it to the area specifications. Watch the Signature Upload Video and then click Upload Signature button.

NOTE: To have your signature automatically uploaded to all new contracts, check the box next to Add this eSignature File to All New Contracts and click Save

 

To Delete your eSignature, go to the bottom of the screen and click on Delete eSignature File


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