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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.

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About this course

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.

CTM Smart eContracts

Event Date Spaces left
CTM Smart eContracts; Sponsor: CTM Software - 145
CTM Smart eContracts; Sponsor: - 149
CTM Smart eContracts; Sponsor: US Bank - 149

Curriculum

  • CTM Smart eContracts
  • Survey

About this course

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.

Live events

CTM Smart eContracts

Event Date Spaces left
CTM Smart eContracts; Sponsor: CTM Software - 145
CTM Smart eContracts; Sponsor: - 149
CTM Smart eContracts; Sponsor: US Bank - 149

Curriculum

  • CTM Smart eContracts
  • Survey