🪛 Additional Tools & Features ⛏️
Feature Overview, Feature Releases and Power User Tips
By Karina and 1 other2 authors17 articles
- Updating Signature while SigningThis will help clients update their signature if they have started signing the envelope
- How can I troubleshoot common envelope-related issues in Click Contracts?
- How can I streamline the completion of well disclosure forms in Click Contracts?
- How do I configure signing order settings in Click Contracts?
- Using Whiteout TagsWhiteout tags can be used to over write anything already printed on the contracts.
- Downloading & Printing DocumentsDownloading and printing documents within Click Contracts App
- How to Use the Archive FolderThe Archive Folder lets you tuck documents out of the way without permanently deleting them. You can restore any archived document at any time.
- How to Forward DocumentsForwarding documents is now smoother and more intuitive. Whether you’re sending to a client, co-agent, or another party, the improved forwarding experience makes it faster than ever.
- How to Sign Directly from the Documents TabYou can now sign documents directly from the Documents tab inside a transaction — no need to navigate to a separate section to complete your signature.
- Automated Emails in Click ContractsClick Contracts now provides added clarity around the automated email feature, so you always know exactly what's being sent to the listing agent and when — before it goes out.
- How to Reorder Documents Within an EnvelopeYou can now customize the order of documents within an envelope — simply drag and drop them into the sequence you want before sending.
- Creating a Counter Using the Clone FeatureThis article walks you through updating or countering an existing offer by using Click's clone feature — a quick way to reuse a signed offer without re-entering all the information…
- Downloading Documents While SigningClick now allows signers to download documents at any point during the signing process — not just after signing is complete.
- Managing Documents in a TransactionThis article covers how to build and manage your document compliance checklist within a transaction — from setting up your list to adding, reviewing, and organizing documents.
- Transaction SettingsTransaction Settings is where you build the templates that power your Document Checklist, Task Checklist, and Custom Terms across every transaction. This article covers where to find these settings and…
- Using Pre-fill ModePre-fill mode is a new feature that speeds up filling in text and checkbox tags on a document, removing an extra step each time you click a field.
- Creating an MLS Input FormThis article walks you through creating an MLS Input Form for a listing transaction in Click.