Once you have an active offer and you've added your client(s) to it, you're ready to begin completing the relevant contract documents. Below is a guide to the powerful automation and templating features available to help you optimize your workflow.
**Note: The Exclusive Right to Buy (ERB) should be added within a client profile rather than a transaction, and must be signed by your client.
Adding documents:
If you did not add documents during the creation of your transaction, you can add existing documents (DORA or custom) or upload new transaction-specific docs at any time using the Add Document button above the documents table in a transaction page.
Add multiple documents at once by clicking Add Document then Launch Quick Start at the bottom left of the modal.
Completing documents:
Manually fill in details;
Use the Template button to search for and apply a template you've created;
Use the Auto-Fill button at the top of the document to automatically fill in as many details as possible from available sources like the MLS and ERS;
You will be presented with a list of sources and can select which source to use where there are multiple available.
Auto-filled fields will appear green and manually filled fields will be blue.
Send to client(s) for review and signature:
Within a property listing or a specific document, click the Send Message button at the top right of your screen;
Select your client(s) as the recipient;
Fill out the subject line;
Apply an existing message template or enter your message manually;
Select the documents you wish to attach from the drop down;
Toggle any documents that require execution from 'Locked' to 'Signable'
Click Send Now.
**Note: You can see a history of what you've sent to clients in the Message History at the bottom of the transaction. Resend a message at any time by clicking on it and selecting Resend Now.
Sharing Documents using Public Links
Any/all documents that you've uploaded can be shared with external parties using the public link feature.
Go to the Documents table in your offer;
Toggle the Public Link on;
Click the
...button in the actions column and select Copy Public Link;Share link as needed with external parties;
If at any time you need to rescind access, simply toggle the public link back off.
Downloading a Document
You can download documents for your records either from the transaction page or from within the document itself:
Go to the Documents table in your offer;
Click the
...button in the actions column;Select Download and wait for download to initiate.
OR
Click into the document you wish to download;
Select the More button at the top right, next to Auto-Fill;
Select Download and wait for download to initiate.
Clearing Signatures or Resetting a Contract Document
If you've made a mistake in a document and need to reset or clear signatures, you can do so at any time from within the document:
Click into the document;
Select the More button at the top right next to Auto-Fill;
Select Clear Signatures or Reset Document and follow the prompts.
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