Embedded Files
Click COUNTER
2. Find the page you want to change and then click STRIKETHROUGH and draw a line through information. If you place the line in the wrong spot you can click Undo.
3. Click TEXT and type in new text. New text will appear in red on the screen and drag & drop to location on page. If you place the text in the wrong place, click Undo.
4. Click SIGN FIELD and select Developer & Purchaser initials. Drag and drop yellow box on page.
Then click Save Changes.
If you place the sign field in the wrong place, use the Remove function and click on the sign placeholders to remove.
5. Deal Details - The Deal Details window will automatically appear. If you made changes to any of the data, you must update the information. If this information is not updated correctly, then the reporting will be incorrect.
Scroll down to the section where you need to update the data (ie. Deposits). Enter in the update information, then click Update at the very bottom. If there is no data to update, scroll to the bottom and click submit.
6. Sign the Document or Cancel Signing
After you have updated the Deal Details, the system will prompt you to sign. If you want to sign the document, then continue as shown in steps 7 and 10 above (page 2-3).
If you don’t want to sign, then click Cancel Signing. To exit the deal, click Close.
To get back to Dashboard go to Menu -> Dashboard
The deal will now appear in the Sales Person’s dashboard under Sign Required so they are notified.
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