Document Management
Introduction To The Vault In tcDocs
Learn how to archive or permanently delete inactive Transactions & Listings in tcDocs!
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General
How To Queue & Send Status Emails In tcDocs
Learn how to select, organize and quickly send status emails in tcDocs to keep your clients updated on all their transactions. (more…)
General
Listing & Transaction Interactions
Using tcDocs gives you the ability to quickly change your Listing to a Transaction, saving data entry time and ensuring accuracy! (more…)
General
How to Use Phases & Agent Filtering In tcDocs
Learn how Phases & Agent Filtering can help you monitor your Real Estate Transaction details within tcDocs. (more…)
Email Templates
How To Add Images To tcDocs Emails
Adding the branding of your Agent or your own to email templates could not be easier with tcDocs. (more…)
General
How To Integrate Google Calendar In tcDocs
Easily connect your or your agent’s Google calendar to tcDocs. This is a great way to share tasks and appointments with your clients. (more…)
Associates, Clients & Vendors
How To Get Started With tcDocs
Not sure where to start to set up your tcDocs account? We are here to help. (more…)
Email Templates
How to Connect Emails to a Task in tcDocs
tcDocs allows you to connect your email templates to a specific task within your checklists. This time saving feature is one of the many benefits of tcDocs transaction management software. (more…)
Email Templates
How to Create an Email Template in tcDocs
Are you writing the same email over and over again?
One of the many features of tcDocs is the ability to create email templates in advance. These can be anything from introductions to the clients, reminders of important dates and currant status of the transaction. (more…)
Associates, Clients & Vendors
How To Add Associates to tcDocs
Adding your Agents and other Associates to tcDocs ensures everyone associated with the transaction is kept updated on important information. (more…)