The SentriLock System Guide

1 The SentriLock System Guide The SentriLock System Guide Published by: SentriLock , LLC. Copyright (c) 2011 -2013 by SentriLock , LLC. of the lockbox software are copyright (c) 1993 -2005 Chad Z. Hower (Kudzu) and the Indy Pit Crew Portions of the lockbox software are copyright (c) 2001 -2005 Per Lindso Larsen All rights reserved. You may not reproduce or transmit any part of this document by any form or means, without written permission of the publisher. First printing (rev. for SentriLock System Guide ): June, 2011. Second printing (rev for SentriLock System Guide ): August, 2012. Third printing (rev for SentriLock System Guide ): October, 2013. Fourth printing (rev for SentriLock System Guide ): June, 2014. The REALTOR Lockbox is a trademark of the National Association of REALTORS and is used under exclusive license by SentriLock , LLC.

2 The lockbox is protected under the following patents: , 6,989,732,7,009,489 and 7,086,258. Canadian Reg. No. 105091. Other and Foreign Patents Pending. Contents SentriLock System Guide 1. General Questions .. 1. How to Get help .. 1. How do I Purchase Lockboxes? .. 2. What is my Password and PIN? .. 2. How do I Change my PIN? .. 3. How do I Change my Password? .. 4. Should I Use my Agent or Broker Permission? .. 5. Maintenance and Warranty Information .. 5. How to Determine the Firmware Version in Your Lockbox .. 6. Using Your Lockbox .. 9. How to Assign a Lockbox to a Listing .. 9. How to Take Ownership of a Lockbox .. 10. How to Transfer Ownership of a Lockbox .. 10. What is a Contractor Code?.. 12. Turning on Contractor Mode .. 12. Using a Contractor 13.

3 Customize/Change the Codes and Settings on a Lockbox .. 13. ERROR Light When Releasing the Shackle .. 15. How to Open the Key Compartment .. 16. How to Release the Shackle .. 17. How to use Homeowner Shackle Release .. 18. How to Use a Do Not Disturb Code .. 19. How to Use Privacy Mode .. 20. What is a 1 Day Code? .. 21. Create 1 Day Codes Using the Card Utility or the Web Site .. 21. Create 1 Day Codes Using CARS .. 24. Create 1 Day Codes Using the Mobile Web Site .. 24. Get a 1 Day Code from Technical Support .. 27. How to Find 1 Day Codes .. 28. How to use 1 Day Codes .. 28. How to Enable Time Limited 1 Day Codes .. 29. What is a Call Before Showing (CBS) Code .. 30. How to Turn on CBS Mode on One or More Lockboxes .. 30. How to Turn on CBS Mode on All Lockboxes.

4 31. How to Find the Static CBS Code .. 32. How to Create a Dynamic CBS Code .. 33. How to Use a CBS Code .. 34. Do I Need a CBS Code With a 1 Day or Contractor Code? .. 35. Why Does My Lockbox Flash the MESSAGE Light? .. 35. Tips on Preserving Battery Life .. 36. Replace the Battery in a GENI/GENII (Silver) Lockbox .. 36. Replace the Battery in an NXT/NXT Wireless (Blue) Lockbox .. 40. The SentriLock System Guide Contents iii How to Use a Power Paddle .. 44. Do I Need to Update the Clock on My Lockbox? .. 49. How to Update the Lockbox Clock .. 49. How can I Find out who Accessed my Lockboxes? .. 50. How to View the Lockbox Access Report .. 51. How to View the Lockbox Access Log .. 52. How to Download and View the Lockbox Audit Log .. 53. How to Download and View the Lockbox Events Log.

5 54. Adding a Team Member .. 55. How to Borrow a Lockbox .. 56. How to Lock the Keypad on a Lockbox .. 57. How to use Showing 57. CARS .. 58. Use CARS to Renew Your SentriCard .. 58. Use CARS to Create a 1 Day Code .. 59. Use CARS to Create a Dynamic CBS Code .. 59. Card Utility/Installation Issues .. 60. Installation Instructions on a PC .. 60. Installation Instructions on a MAC .. 63. Inserting Your SentriCard Into the Reader .. 66. How to Update the Card Utility .. 67. Failed PCSC Initialization .. 68. No SentriCard Reader Found .. 69. Cannot Reach Server: Read Timeout .. 72. SentriLock Server Disconnects During Renewal .. 73. Removing the Card Utility From Startup .. 73. Creating a Desktop Icon for the Card Utility .. 74. Event Tracker .. 74. What is Event Tracker?

6 74. Download and Install Event Tracker .. 75. Add an Event to Event Tracker .. 76. Tracking Attendance at an 78. Viewing Attendance from an Event .. 79. The Power of the Card .. 80. Showing Suite .. 80. What is Showing Suite? .. 80. Set Up Your SentriLite Account .. 81. Upgrade Your SentriLite Account .. 82. Association Administrators .. 82. Agents who Change Associations .. 82. Transferring Ownership of a Lockbox .. 83. How to Use the 1 Day Code Indemnifications .. 86. Enabling Time Limited 1 Day 88. How to Terminate a SentriCard .. 89. How to Activate a Terminated SentriCard .. 90. Creating an Affiliate or Assistant SentriCard .. 91. Shopping Cart Usage .. 92. Transfer Card Feature .. 94. Add/Edit a 95. Miscellaneous .. 95. How to View SentriLock 's PDF Files.

7 96. Affiliate and Assistant SentriCards .. 96. Shopping Cart Usage For Agents .. 97. iv Contents The SentriLock System Guide How Brokers Use the 1 Day Code Indemnification .. 98. Glossary of Terms 101. Index 103. The SentriLock System Guide Contents v SentriLock System Guide General Questions This section includes general questions about the lockbox System . How to Get help You can obtain free support from SentriLock in one of the following ways: SentriLock Card Utility/SentriCard Utility or REALTOR Lockbox Web Site The best way to reach SentriLock support is via the Internet. Click the Support button on the toolbar in the REALTOR Lockbox Web Site or the SentriLock Card Utility/SentriCard Utility. Click Add Ticket to send a message to SentriLock Support. E-mail You can send an e-mail to SentriLock Support: Contact Technical Support from Sales Website A Technical Support request form is available on the SentriLock Sales Web Site: Telephone If you are in the US and prefer to contact SentriLock Support via the telephone, call: 513-618-5800.

8 If you are in Canada and prefer to contact SentriLock Support via the telephone, call 1-877-736-8745. If you're having trouble with a lockbox or your computer, please contact SentriLock Support when you have the lockbox or computer available. SentriLock Support is available daily from 8 am 12 am (midnight) Eastern Time, with the exception of the following holidays: New Year's Day Memorial Day Independence Day Labor Day Thanksgiving Day Christmas Eve Christmas Day Last update to this topic: August 10, 2012. The SentriLock System Guide SentriLock System Guide 1. How do I Purchase Lockboxes? If you're an Agent or Broker and would like to purchase REALTOR lockboxes or SentriCard Readers, contact your Association. If you're an Association Administrator, you can use the Product Order form to order lockboxes, SentriCard.

9 Readers and other supplies for your Association. If you need assistance with the form, you can e-mail SentriLock Support at . If you are in the US and prefer to contact SentriLock Support via the telephone, call: 513-618-5800. If you are in Canada and prefer to contact SentriLock Support via the telephone, call 1-877-736-8745. To view the steps on how to use the Product Order form, see How to Use the Association Shopping Cart. If you need further assistance, see How to Get help . Last update to this topic: August 10, 2012. What is my Password and PIN? When you picked up your SentriCard and lockboxes from your Association, they gave you a tri-fold Card Carrier Sheet (example shown below). The Card Carrier Sheet contains your PIN, SentriLock ID, Password, Contractor codes, CBS.

10 Code, Shackle Release code, and Do Not Disturb code. If you do not have the Card Carrier Sheet, contact your Association for your PIN or password. Your Association can view your PIN. However, they cannot view your password. If you forget your password, your Association will create a new password for you. SentriLock does not have access to and cannot change your PIN or password. You can locate your PIN on the right-hand side of your Card Carrier Sheet. It is the underlined code found along the right side of this documentation. Note: Depending on your Association, your SentriLock ID and password may be the same as your MLS ID and password. However, this may not be true everywhere. You use your SentriLock ID and password to: Renew your SentriCard . Access the SentriLock Card Utility/SentriCard Utility Access the REALTOR Lockbox Web Site You use your PIN and SentriCard to operate lockboxes.