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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
  Create Disclosures for a Specific Transaction
  Custom Addendum
  Email Disclosures Received From The Listing Agent When Integrated
  Email Lead Based Paint Pamphlet with the Lead-Based Paint Disclosure or Obligation
  Recreate Original Disclosures with only the Seller`s Signature
  Send Disclosures to Buyer`s Agent that Sent an Offer through eContracts
  View and Upload Disclosures Received thru Integration
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

Email Disclosures Received From The Listing Agent When Integrated

Be sure to scroll down and watch the video!

To email disclosures shared with you from a Listing Agent in eContracts:

1. On your Main Page of ACTIVE - U/C Clients, click on your Buyer`s Name
2. Click on the Property Address
3. Click on Email Contracts
4. Fill out your email text/info, including checking the email address(es) for your Buyer(s)
5. Check the boxes next to the DISCLOSURES that you want to send to your Buyer(s). The icons will have an orangy tint.  The disclosures from the Listing Agent will be listed AFTER or BELOW the electronic Contracts/Documents that you have created for this client.
6. Click on Email Selected Docs button

NOTE: Your Buyer(s) will only be able to sign the documents electronically if the Listing Agent has added the Buyer`s names to the disclosures/documents.

 

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