Smart Will Get Smarter on January 15th

Published: January 10, 2007

New features are coming to Smart Trac (see below). As a result, the Smart Trac system will be offline from 5:00PM Friday, January 12, 2007 until 9:00AM Monday, January 15, 2007.<br /><br />
New Features:<br />
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1. <strong>Smart Uploading of Documents</strong>—It will save you time!<br />
• You can upload the documents directly from your desktop<br />
• You can fax documents into the system utilizing the automatic coversheet generation feature<br />
Note: If your document isn’t ready, you can create a placeholder for the document, and fax or upload the document at a later time. Smart Trac will add a reminder in your To Do list that your document is pending upload.<br />
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2. <strong>Smart Notifications</strong>—If your transaction requires documents from vendors or other participants, Smart Trac has the option to automatically send “Document Upload Request Notifications” to designated users. This Smart Request for Documents Notification allows participants who receive it, to print the Notification for use as a coversheet and scan or fax the document, or just reply to the email with the requested document attached.<br />
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3. <strong>Smart Document Naming and Definitions</strong>—For most of your needs, a standardized predefined set of document templates, including permissions, has been adopted from the California Association of Realtors® (C.A.R.) library of forms. You can create additional document types by using the User-Defined Document feature.<br />
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Watch the new features video at: <a href="" ></a> or for a Quick Reference on using the new features:<br />
• To <strong>Fax</strong> a document go to: <br />
<a href="" ></a><br />
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• To <strong>Upload</strong> a document go to: <br />
<a href="" title="null"></a> <br />
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• To read the <strong>Smart Trac Manual</strong> go to: <br />
<a href="" ></a> (See Pages 19-26)<br />

Last modified: January 10, 2007 at 3:05 pm | Originally published: January 10, 2007 at 3:05 pm
Printed: September 30, 2020