Settings menu

There are many ways you can configure the SmartMLS Sign platform to streamline your workflow and make the process of creating signings quicker and easier. Many of these features are located within the Settings menu, which is accessible by clicking your photo/initials in the upper right corner:

The Settings menu is broken down into four sections:

1. Email Settings- the information within this section pulls directly from your SmartMLS membership record and is used in all emails that you send from the platform. You can customize emails sent from SmartMLS Sign with your company's colors, providing a more consistent experience for you and your clients:

   

   
   Click here for step-by-step instructions.
   
   
    

2. Notification Settings- if you would like to send an automated reminder to your signing participants when a signing is about to reach its expiration date, this is where you go to make that happen:
    

   

   
   You can send a reminder any time between 1 and 7 days prior to the signing's expiration date. You can also choose not to send any reminder.
   If you choose to send a reminder, you can set it to go at any point during the day/night of the chosen day- whatever works best for you.
    
    

3. Saved Instructions- When you send out a signing, you can include specific instructions for the participants. These instructions can be applied to individual signing participants or all participants.
   
   Create a Saved Instructions library to store instructions that you use repeatedly (rather than having to type them out each time they're needed). While creating a signing, you can include any of your pre-configured instructions to the participants as needed.:
   
   
    

   Click here for more guidance.
    
    

4. Clause Library- If there is specific wording you prefer to use every time you're filling out a field or section of a contract, you can asave it to your Clause Library for quick access in the future. 

   For instance, if your broker prefers that everyone in your office uses very specific language in the Additional Terms field on the Standard Form Real Estate Contract so all of the office's contracts are consistent, the wording can be added to the Clause Library at the Firm level (by the broker, manager or admin) and it will be accessible to all agents in the brokerage.

   Once the desired wording has been added to the field, click the icon and then click the Save Clause icon to add it to the Clause Library:

   

    

   If this is done by someone within the brokerage's management hierarchy (broker, manager, office admin), they have the option of saving it for their personal use or making available to the entire brokerage. 

   Regular agents can only save clauses to their personal library:

   

    

    

   Once a clause has been added to the library, it can be inserted into a field by clicking the Add Clause icon . Just select the desired clause and click Add:

   

    

    

   Regardless of the use case, the Clause Library helps you save time and effort while simultaneously remaining consistent in how you fill out forms.