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Contents (Collapse All)

	Introduction to CTM Software
	Utilities - General Info
		Sync Contract Deadlines with Calendar
		Contract Deadlines Email Notification Settings
		Custom Deadlines Master - Settings
		Auto Dating Deadlines Templates - Settings
		Transaction Coordinator Settings
		Company Logo
		eSignature File & Settings
		Customize Your Info Displayed in the eContracts
		eContracts Settings
		Account: Personal Info
		Team Member Access
	Messages System
	Clients - Add New Clients
		Creating Labels and Custom Letters
		Fast Notes
		Import Clients
	Clause Library
	LINKS Feature
	Parent Contracts
	List of Contracts
	Create New Contract
		General Info - Creating a CBS
		Add Client Name
		Add Company Name
		Add Property Address
		Auto Dating Deadlines
		Purchase Price & Terms
		Additional Provisions
		Print Preview & PDF Print
		Adding Disclosures To The Transaction
	Email Contracts
		How to Email Contract(s)
		Example Client Email
		Opening Contracts from Email
	Changing Contract BEFORE Locked
		Client Viewing Contract After Change
	Signing Contracts
	Docs Management System
	Listing Agent - Create Sub-Folders
	Integration - Listing Agent Video
	Integration - Buyer Agent Video
	Viewing Document with Electronic Signature
	Changing Contract AFTER it is Locked
	Adding Sellers to Contract to Buy and Sell, Scanning Docs to email
	Ordering O&E
	Ordering Title
	Tracking Contract Deadlines
	Add Custom Deadlines
	eCalendar
	Full Report Feature
	eContact Sheet
	Closing MLS Info
	Vacation Notice
	Log Notes Feature
	eCalendar for All Transactions
	Sellers Property Disclosure
	Documents that Clients Fill Out Online
	Custom Addendum in a Transaction
		Create CA in Misc Folder
		Using CA Copy Feature
	Contract Templates

LINKS Feature

The Links link is no longer a feature in our system. The EPA Brochures that use to be found on the main home page, Clients With Contracts, have been uploaded into the Templates link. You can now easily add these brochures into each transaction you create, under Docs Management, and email these brochures to you clients.

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