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Getting Started Video Series
Getting Started Video Series
Beginner's guides to setting up your OTC account with videos and walkthroughs.
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By Rain1 author33 articles

Product Tour


Open to Close System Overview

Getting Started 101


Onboarding Steps and Dashboard Widget Overview
Welcome (Intro)
Creating a New Property Transaction
Templates Overview
Email Templates
Document Templates
Task Templates
Date Templates
Field Templates
Property Templates
Create a Property with Templates

Getting Started 201: Managing Transactions


Managing Transactions
Managing Transaction Fields
Creating Custom Fields
Managing Emails
Assigning and Creating Contacts
Assigning Contact Roles
Managing Documents
Assigning Document File Roles
Splitting and Merging Documents
Managing Tasks
Manually Creating a One Sheet
Creating One Sheet Templates
Date Contingency Options
Adding Dates to API Calendar
Text Messaging and Phone Numbers
Health Bar Queue
Wrapping Up

Getting Started 301: Leveling Up


Contact Table
Property Table
Smart Blocks and Smart Block Groups
Task Pipeline
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