Offer Documents

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:

1. 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.
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Completing documents:

1. Manually fill in details;

2. Use the Template __ button to search for and apply a template you've created;

3. 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:

1. Within a property listing or a specific document, click the Send Message button at the top right of your screen;

2. Select your client(s) as the recipient;

3. Fill out the subject line;

4. Apply an existing message template or enter your message manually;

5. Select the documents you wish to attach from the drop down;

   • Toggle any documents that require execution from 'Locked' to 'Signable'

6. 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.

1. Go to the Documents table in your offer;

2. Toggle the Public Link on;

3. Click the ... button in the actions column and select Copy Public Link ;

4. 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:

1. Go to the Documents table in your offer;

2. Click the ... button in the actions column;

3. Select Download and wait for download to initiate.

OR

1. Click into the document you wish to download;

2. Select the More button at the top right, next to Auto-Fill;

3. 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:

1. Click into the document;

2. Select the More button at the top right next to Auto-Fill;

3. Select Clear Signatures or Reset Document and follow the prompts.

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