đ Getting Started Guide đ
This section is where you want to start to onboard with Click Contracts. Click here to begin!
By Pat and 1 other2 authors7 articles
- Navigating Click ContractsThis quick tour walks you through the Click Contracts dashboard so you know exactly where everything lives and how to move confidently through the app.
- How to Use Product Tours đProduct Tours is a new addition to your Click Contracts hub designed to help you get the most out of the platform. Whether youâre new to a feature or wantâŚ
- đââď¸How to Get Help & Supportđ¤If you need help with Click, this is where you get it.
- Setting Up Frequent PresetsFrequent presets are one of the biggest time-savers in Click. This article covers three key things to know: saving your common answers as defaults, applying presets within envelopes, and usingâŚ
- Creating a Buyer Representation And Service AgreementLearn how to create an agreement from start to finish â including adding contacts, completing terms, reviewing the PDF, and sending for signature.
- Writing a Buyer OfferThis outlines the steps to create a buyer offer using the Click app, ensuring a streamlined process for team members.
- Creating a Listing AgreementCreating a Listing Agreement This article walks you through creating a Listing Agreement in Click, from starting the transaction to sending it for signature.