New OTC Account Onboarding Process
- Creating Your New OTC Account
- Connect Google Workspace
- Connect Your Dotloop
- Create your First Team, Invite Team Members & Add Team Members to Teams
- Add Contact Roles and File Roles
- TCWF to OTC Migration
Widgets Dashboard
Working with Property Transactions
Properties & Contacts
Task Pipeline
Intake Form Submissions
Templates
- Creating Your First Intake Form
- What is Intake Form Conditions
- Intake Form Dynamically Change an Intake by using Conditions
- Intake Form Triggers
- Trigger Templates Overview
- Email Templates Overview
Field Editor and Filters
- Field Editor Overview
- Creating New Fields
- Creating a Field Section
- Creating a Field Group
- Sorting Field Groups
- Adding a Field to API Calendar
Merge Fields and Smart Blocks
Apps & API
Organization: Users, Roles, and Permissions
- Organization Overview
- Adding Organizational Users, Agent Users and Create Teams
- Adding Organizational User (Paid account)
- Permissions for Organization Users
- Setting up Teams
- Adding a Brokerage