How Do You Upload a Document to a Contract
Superlative 14 FAQ`s
1. How do I become my transaction linked/integrated with another CTM eContracts amanuensis'due south transaction?
Respond:
Requirement #ane: The Buyer's Agent must accept the
exact same belongings addressin their Contract to Buy and Sell (CBS) every bit the Listing Agent has in their Listing Understanding.
Requirement #ii: The Heir-apparent's Amanuensis must
emailthe Contract to Buy and Sell (CBS) from their CTM eContracts account to the Listing agent's
email addressused in CTM eContracts.
Note for Buyer's Agent: When creating the CBS, click on the Save Time! link (in the CBS), so use the default tab Search CTM past Address. If yous detect the Listing was created in CTM eContracts, this feature allows you to populate relevant data into your CBS, such as the Property Accost, Canton, Legal, Seller'due south Names, Parking, Storage, Association, Listing Agent's Name, Listing Agent's email address, etc.
Click to Quickly Review Information Videos:
Introduction to Integration/Linking Transactions
Transaction Integration Buyer Agent Features and Requirements
two. How do I share documents with the other Agent?
ANSWER:
Option #1: In one case linked/integrated, an integration box appears on the Detailed Transaction View folio. The integration box has the other Amanuensis's name in it and a green link that reads, Permit Buyer's/Listing Agent to View Disclosures/Docs . Click on this green link. Select the documents to share. Click Salvage . The other amanuensis volition receive an email notifying them that y'all have shared a document(s).
Option #two: Once linked/integrated, on your Email folio you lot will notice a Share cavalcade (with check boxes) next to the certificate(south). Select a document(due south) to share so click the button at the bottom of the page that reads Email-Share Selected Docs. The other agent will receive an email notifying them that you have shared document(s).
Notation: These instructions are for sharing documents with the other Amanuensis, not sharing documents with your Client.
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3. I am irresolute banker companies, what exercise you need from me?
Reply:
Choice #one: A link is provided in your account to initiate a broker modify. Click on the Utilities link (located on a Main or Detailed Dashboard), then click on the Account Personal Info link. Adjacent, click on the link (click HERE to request a alter in your company name) in the heart of the Edit Personal Info folio. Fill in the popup box every bit requested. Transport request.
Choice #2: Electronic mail a written request straight to: support@CTMsoftware.com
Note: After nosotros receive your request, we will update your account with your new broker function name and logo, emailing yous upon completion. Our reply email will ask you to login to your account, click on the Utilities link, then click on the Business relationship Personal Info link. In our reply email, y'all volition exist asked to update your banker role address, phone numbers, and fax number. At that time, please double bank check your new broker company name and logo.
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4. What is a quick way to add the Buyer'southward proper name(southward) to all my disclosures, then that I can share or email them to the Buyer's Amanuensis?
ANSWER:
Option #1: If y'all are linked/integrated with the Buyer's Agent, you tin can click on the dark-green link in the integration box that reads, Create Disclosures & Folder for this Heir-apparent's offering . The Buyer'due south name(s) will announced in a popup box and now check the box to Create a New Folder . Select the documents you would like to recreate, click Recreate Documents push button. The system will create a folder and add together the Buyers names to the documents you have chosen.
Option #2: If you are not linked/integrated, you are yet able to easily add together the Buyer's names to your disclosures. You can click on the orange links located on the Detailed Transaction View page (below the list of electronic contracts you created).
Click on the Recreate the original Disclosures with only the Sellers Signature For Multiple Offers link, if you would like to create multiple sets of disclosures for multiple Offers/Buyers. This characteristic allows you to Recreate listing disclosures/documents that accept been signed by the Seller and add the Buyer Names when creating new disclosures.
Or click on the Add Buyer'southward Name to Disclosures link for a Single Offer. This characteristic allows you to add the Buyer's Name to all existing disclosures at once. (The Buyer'southward Proper name will only be added to documents that have not been signed by the Heir-apparent).
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5. On my Email page, I don't run across my document to adhere to my outgoing email. What am I doing wrong?
Respond:
List Agents: If you have created Buyer or Organization Folder(s)in your transaction, then click and open up those folders which as well appear in theE-mail page, to see more than documents that are available to email.
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6. Why isn't my Customer's e-mail address appearing on my Email page?
ANSWER:
Add together your client'southward email address to the admin section of your Parent Contract.
Open the Contract to Buy and Sell, Listing Agreement, or Buyer Agency parent contract, whorl downwardly the web folio to the admin section and blazon in the email address(due south) field and click Salvage . Your client's e-mail address will now show on your Electronic mail page. (Y'all tin add/edit e-mail addresses in parent contracts, even if they are signed and locked).
Note: Information technology is fine to update your Customer Database with your client's email address, but that will not automatically put their electronic mail address on your Email page.
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vii. How do I get my Lender and/or Title Closer/Rep's e-mail address to appear on my Email page, then I don't have to type them in each time I want to send them an email?
ANSWER:
On the Detailed Dashboard, click on the Closing MLS Info link and add their e-mail addresses to the appropriate section well-nigh the bottom of the Closing MLS Info page, and then click SAVE . Y'all volition at present see their e-mail addresses on your Email page.
Click to Speedily Review Data Videos:
Calculation Buyers, Sellers, Listing-Buyers Amanuensis, Lender and Championship Co. email Addresses
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8. How do I upload a document to my transaction?
Respond:
Click on the Docs Direction link on the Detailed Dashboard.
Click on the Add New Document link, at the top of folio.
Click the Upload box.
Click in the Deject box.
Browse your computer for the document(due south) you lot desire to upload. Highlight the document(southward).
Click on the Open up button at bottom of the folio.
Scroll downward this next view until you come across the blue Upload push button, (you can rename your document at this time), and then click the Upload button. Document(s) will upload into your Docs Management binder.
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9. How do I add a Signature box/field to a PDF document, using the SMART eContracts feature?
ANSWER:
Get-go upload your document as a PDF document into your Docs Management folder (come across Question #8 to a higher place). To begin, click on the Docs Direction link on the Detailed Dashboard. Locate your PDF document in the Doc Direction folder and click on the white paper with the world icon 
to enable Smart eContracts.
Scroll down your document to the get-go blank signature line where y'all want to add together a Signature box.
On the Menu ( left side of your screen): click Edit Fields, then click the drop-down arrow and select the appropriate Contact Name (for the Signer).
Next, hover over and left click on the word Signature (holding the left click down) the drag your mouse to the signature line and drop the Signature box. A Date box comes over with the Signature box. (It is the box that appears to the right of the newly added Signature box). You will want to adjust/move the Date box to the appropriate location, do so by clicking on it and dragging/moving it. (Resize each box/field using the arrows)
To add together the signers printed proper noun below the signature field, click on the Signature box, next click on the wrench icon
that appears, and finally click on Add Field For Signer Name. Size and position the Signer's printed proper noun box that you have just added. Click SAVE on the Menu.
Ever, relieve your piece of work before y'all shut your document.
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10. How do I enter a Company Name or a Trust Name in my contracts?
Reply:
Open a Contract to Buy and Sell, List Agreement, or an Exclusive Right to Buy List Agreement (Buyer'south Agency). Scroll down the contract to where you enter your client'south names and find the link [Click here to Enter Company Name/Trust Proper noun].
Click on this live link to access the 550-graphic symbol field, and type in the Company Name or Trust Name. Additional fields now announced to the correct of the Name fields, so you can type in the appropriate Titles of all signers.
Click to Quickly Review Information Videos:
Company - Business - POA - Trustee name as a Client in all Contracts
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eleven. I am unable to login today. How practise I login?
ANSWER:
Option #ane: Utilize a search engine (ex. Google). Type in CTM eContracts and search. Select CTM eContracts – Adjacent Generation of Interactive Digital Real Estate Contracts. Make full in Login and Countersign fields.
Pick #ii: Open a Browser (i.eastward. Firefox, Google Chrome) blazon in www.ctmecontracts.com in the browser address bar at the meridian of your screen, then click Enter. Fill in Login and Password fields.
Note: If you forgot your password, click on the Forgot your password? link (located nether the login fields). If you forgot your login, please contact Customer Support: (303) 233-1918 or email your request to back up@ctmsoftware.com
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12. Why can`t my Seller(s) sign the Contract to Buy and Sell (CBS)?
ANSWER:
It could be any of the post-obit:
- Buyer'south Agent may demand to enable web signatures in their CBS.
- Seller might be clicking the PDF Impress icon 
, instead of the blue CONTRACT live link in the electronic mail.
- The Heir-apparent's Amanuensis may need to add together the Seller's name(due south) in their CBS. (The Buyer Agent tin can still add the Buyers Names fifty-fifty after the Sellers accept signed)
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thirteen. How do I Re-create/Indistinguishable a locked contract, and so that I tin make changes in the new ane?
Reply:
Click on the Copy/Duplicate locked contracts of this transaction only link located on the Detailed Transaction View page (under the listing of electronic contracts that you lot created). Clicking on this link will brandish ALL locked documents in a popup box. You lot tin can then select your locked contract(s) and click the Copy - Duplicate Documents push in the bottom right corner of the popup box. The system will create an exact copy of your contract(southward) with no signatures.
Note: If you lot are trying to edit the client Proper name(south) or Address in a Parent Contract, you lot will need to delete the locked contract before you will be able to save whatever changes in the new contract. (Deleted contracts will reside in the Deleted Contracts binder on your Primary Dashboard)
Click to Quickly Review Data Videos:
Copy - Duplicate Locked Contracts
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14. How practise I add more Buyers or Sellers to a Parent Contract (Contract to Buy and Sell, Listing Agreement, and/or the Sectional Right-To-Buy Listing Contract)? There are but a certain number of fields to type Names into, and sometimes I have more Names than fields.
Reply:
In the parent contracts, await for these links: [Add more than Buyers] [Add more than Sellers]
Click on these links and additional Proper name fields will appear.
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Source: https://videos.ctmsoftware.com/realestate.aspx?TopicId=177
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