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CTM Smart eContracts
In this course, you will learn about docs management, electronic signatures, and we’ll show you how to create an electronic document library.
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.
Payment and Registration Notes (please read!):
- For information on creating Training Academy accounts, registering for CTM courses, and more, please refer to this informational course.
- If you have any other questions or concerns, please contact the MRI Software Education Services team at Education@MRISoftware.com.
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CTM Smart eContracts
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