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
  How_To_Create_Auto_Dating_Deadline_Templates within Utilities
  How to Create Deadline Templates from within the CBS
  How to Recall an Auto Dating Deadline Template
  Weekends - Holidays in the Auto Dating Deadline Feature
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

Weekends - Holidays in the Auto Dating Deadline Feature

Be sure to scroll down and watch the video!

The system can check for weekends and holidays for every deadline and if the date falls on a weekend or holiday, the system will automatically move it to the next business day depending on deadline date calculation selection. If the deadline is calculated using the Contract Date, the date is moved forward. If the deadline is calculated using the Closing Date, the date is moved backward. If the date has been moved due to a Weekend, a dark yellow blinking arrow icon will be displayed. In the case of a Holiday, the blinking arrow icon will be reddish orange.

The auto-check for weekend and holiday feature is set “ON” by default. To turn this feature "OFF", uncheck the box at the top of the Auto Dating Deadline Template you are using:  Check for Weekends & Holidays for All Items

Example: The Contract Date is 08/31/2016 and Closing Date 10/20/2016. Four deadlines are explained below. Loan Application Deadline was set at 4 days from Contract date. This deadline will be 09/04/2016 which is a Sunday. When pushed to a Monday, there is a holiday (Labor Day). The deadline was automatically moved to Tuesday, and it has both dark yellow and reddish-orange arrows. The Existing Loan Documents Deadline was set to 10 days prior to Closing. The deadline fell on Columbus Day (Monday) and was pushed back through the weekend to the previous Friday. It has both dark yellow and reddish-orange arrows. The New ILC or New Survey Deadline is 5 days after Contract Date. That fell on Labor Day, so it is pushed forward to Tuesday and has a reddish-orange arrow. Appraisal Deadline is set to 12 days before the Closing Date. This falls on a weekend, so the deadline is pushed back to Friday and has a dark yellow arrow. Possession and Acceptance Times can also be indicated.

NOTE:  The dates can be modified even after they have been inserted into the contract. Just click the calendar icon for each deadline and select the desired date.

Important:  To delete an Auto Dating Deadline Template, just recall that template and check the delete box on the left next to the word Delete. Then click Save and Display.

video:2016hm
lang:2021cs