Completing a Form
Once you have your desired forms loaded into a transaction folder, you are able to fill them right within Docs+.
Select the first form you want to complete. You will notice when it opens that some information is pre-filled for you.
Hovering over a field will provide a brief explanation of what to input. Click any field to begin typing. Some fields will use intelligent features to help you save time while completing the form.
Field Examples
Clicking
on certain address fields will open a pop-up box where you can fill in
all of the location details for a property once, and Docs+ will
automatically assign them to applicable fields throughout the form.
In
certain Dollar Amount fields, such as purchase price, entering a
numeric value into the field will automatically populate the written
amount where applicable.
Clicking on certain Dates fields will allow you to select dates from a pop-up calendar menu.
Using the Fields Option
If you would like to see all the fields for a document and enter the information without scanning through the form, you may use the Fields option.
- At the top of the form, click Fields.
The form resets with the fields view.
This view provides a clean easy to enter format for all fields in a form. You may use the tab key for ease of entry.
- When you are done, click Document to return to a completed form.
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