Loading Events

« All Events

  • This event has passed.

Smart CTM eContracts and Templating Course *ONLINE*

Friday, November 3, 2023 @ 9:30 am - 11:30 am

In this live training course, we will cover the following topics and processes:

  • Docs Management overview.
  • How to access the Smart eContracts feature.
  • How to create a library of PDF documents.
  • How to create a document template.
  • How to access a templated PDF document. These can be your own template, company templates and DORA, Frascona and Damian Cox documents.
  • How to add fields to a PDF document.
  • How to add signature and initial fields.
  • How to add radio buttons to a lead based paint document.
  • How to use the auto-complete feature on the parent contract, when closing MLS info and the eContact sheet.
  • Adding custom contact roles on the eContact sheet.
  • Emailing documents from Docs Management.
  • Copying a locked smart document.
  • How clients receive, review, and sign Smart documents.
  • Using next field buttons.
  • Using the Actions button to save or print documents.

REGISTER: https://mrisoftware.skilljar.com/ctm-smart-econtracts?events=3p9tgm3sxlp2w