How do I create a new form?
1. Search and open an Open Appraisal or Listing.
2. Click green REI Forms Live button.
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3. Select either a Create New Form (Default Template) or Create New Form (Custom Template) option from the Action drop-down:
Option 1: For a Standard REI Form, select Create New Form (Default Template):
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Complete the rest of the fields as below:
- Type: Property Management Form, Commercial Sales Form or Commercial Property Management Form.
- Template: Select the required template from the Template drop-down.
- Form Name: Enter a name to save the form you are creating.
- Option: Merge & Edit Form, or Merge & Download Form PDF.
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Option 2: For a Custom Form select Create New Form (Custom Template):
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Complete the rest of the fields as below:
- Template: Select the required template from the Template drop-down.
- Form Name: Enter a name to save the form you are creating.
- Option: Merge & Edit Form, or Merge & Download Form PDF.
4. Once this is finished, complete the process by clicking ok.
Note: If you select to Merge & Edit in the Option drop-down you will be taken to REI Forms Live to make additions and changes to the form.
If you select Download Form to PDF it will automatically download a copy of the form which you will not be able to edit.
