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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

Auto-Correction on Disclosures/Documents Feature

Anytime you make a change to the Client Name(s) and/or Property Address in the PARENT CONTRACT, the change will automatically populate to all DISCLOSURES/ DOCUMENTS for that TransactionInstantaneously!

For example, if a middle initial was missed when creating a PARENT CONTRACT, it can be added to all DISCLOSURES/ DOCUMENTS just by adding it to the PARENT CONTRACT and then clicking the Save button.

The change will populate to all documents automatically.  This includes all SMART Templated documents you have created under the Docs Management folder.  You may want to check out the Smart eContracts & Templating topic videos!

NOTE: If there are ANY signed/locked CONTRACTS/ DISCLOSURES/ DOCUMENTS in the Detailed Transaction, auto-correction will not take effect.  This includes any hidden documents under the Display Hidden Contracts folder from the center of the page, top right! 

 

 


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