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Knowledge Base
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Support Sign In
Knowledge Base
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Knowledge Base
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12 Articles
Accounts
→
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 Articles
Calendar
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Create Calendar Tasks
Add a Calendar Event
Viewing Tasks and Events
7 Articles
Contacts
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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 Articles
Documents
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Sharing Documents
Download Documents
Document Details
Upload a Document
3 Articles
eSignature
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Link DocuSign to ShortTrack and request signatures
Request a signature with Adobe Document Cloud w/eSign
Adobe eSignature Set Up
3 Articles
Leads
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Convert a Lead to a Transaction
Adding Leads
Connect to Zillow
4 Articles
Messages, Email, & Notifications
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Capture emails sent outside of ShortTrack using bcc@system.myshorttrack.com
View your sent notifications
Sharing Messages
Email Reply Capture
13 Articles
Miscellaneous
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Upgrade and Billing
ShortTrack and Chrome Updates/Releases
Sync a ShortTrack Transaction with BrokerSumo
Connect ShortTrack to BrokerSumo
Clearing your browser cache
2 Articles
Mobile
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Transaction Email for Documents and Messages
ShortTrack Dashboard
10 Articles
Tasks
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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 Articles
Teams
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Transaction Teams
Teams: Adding and Removing Contacts
8 Articles
Transactions
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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 Articles
Workflow
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Delete a task in a workflow
Duplicate (copy) a workflow template
Create a Workflow
