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.