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Knowledge Base

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12 ArticlesAccounts →

  • Upgrade and Billing
  • Sync a ShortTrack Transaction with BrokerSumo
  • Connect ShortTrack to BrokerSumo
  • Link DocuSign to ShortTrack and request signatures
  • Adobe eSignature Set Up

3 ArticlesCalendar →

  • Create Calendar Tasks
  • Add a Calendar Event
  • Viewing Tasks and Events

7 ArticlesContacts →

  • Capture emails sent outside of ShortTrack using bcc@system.myshorttrack.com
  • View and Edit Contacts
  • Create a New Contact (Person)
  • Create a New Contact (Company)
  • Setting Company Office Location

4 ArticlesDocuments →

  • Sharing Documents
  • Download Documents
  • Document Details
  • Upload a Document

3 ArticleseSignature →

  • Link DocuSign to ShortTrack and request signatures
  • Request a signature with Adobe Document Cloud w/eSign
  • Adobe eSignature Set Up

3 ArticlesLeads →

  • Convert a Lead to a Transaction
  • Adding Leads
  • Connect to Zillow

4 ArticlesMessages, Email, & Notifications →

  • Capture emails sent outside of ShortTrack using bcc@system.myshorttrack.com
  • View your sent notifications
  • Sharing Messages
  • Email Reply Capture

13 ArticlesMiscellaneous →

  • Upgrade and Billing
  • ShortTrack and Chrome Updates/Releases
  • Sync a ShortTrack Transaction with BrokerSumo
  • Connect ShortTrack to BrokerSumo
  • Clearing your browser cache

2 ArticlesMobile →

  • Transaction Email for Documents and Messages
  • ShortTrack Dashboard

10 ArticlesTasks →

  • Change task status
  • Delete a task in a workflow
  • Duplicate (copy) a workflow template
  • Task Reminders
  • Task List View – using the filters, search, and sort

2 ArticlesTeams →

  • Transaction Teams
  • Teams: Adding and Removing Contacts

8 ArticlesTransactions →

  • Sync a ShortTrack Transaction with BrokerSumo
  • Archive Transactions: Delete, Cancel or Close a Transaction
  • Transaction Status Filter (Canceled, Closed or Active)
  • Convert a Lead to a Transaction
  • Transaction Closing Date, notifications, and scheduling

3 ArticlesWorkflow →

  • Delete a task in a workflow
  • Duplicate (copy) a workflow template
  • Create a Workflow
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