Using Forms

Using Forms

Create a standalone form

  1. Navigate to Forms forms icon. The list of form templates available to you appears.
  2. Locate the form you need to create, such as a buyer representation agreement.

  1. Use the more options menu more options menu ellipsis iconto select New.
    more options menu for forms including preview, new, download, and print
    The New Form window opens.
    new form page with options to create a new form and transaction, create a new standalone form, or create a new form and add it to an existing transaction
  2. Click Create new standalone form. The selected form opens in the form editor.
    create a new standalone form showing blank form
  3. Use the available form editor options to pre-populate your form's fields with information.
  4. When you are finished setting up your form, in the form editor options, do one of the following:
    • Navigate to File > Save if you need to save the form to the list of forms.
    • Navigate to File > Copy if you need to copy the form.
    • Navigate to File > Print if you need to print the form.
    • Navigate to File > Send > Email if you need to send the form as part of a TransactionDesk email.
    • Navigate to File > Send > Fax if you need to send the form as part of a TransactionDesk fax.
    • Navigate to File > Send > Documents if you need to save the form to a Documents folder.
    • Navigate to File > Send > Markup in Documents if you need to mark up the form.
    • Navigate to Transaction > Add to to add the form to an existing transaction.
    • Navigate to Transaction > Start New to add the form to a new transaction.
    • Navigate to Sign to sign the form in Authentisign.


Create a form and add it to a new transaction

  1. Navigate to Forms forms icon. The list of form templates available to you appears.

  2. Locate the form you need to create, such as an agreement of purchase and sale.
  3. Use the more options menu more options menu ellipsis iconto select New.
    more options menu for forms including preview, new, download, and print
    The New Form window opens.
    new form page with options to create a new form and transaction, create a new standalone form, or create a new form and add it to an existing transaction
  4. Click Create new Form, start a new transaction.
    The Create Transaction window opens.
    create a new form starting from new transaction showing blank transaction data
  5. In the Name field, enter a name for the transaction. Typically, this is the street address of the property.
  6. Optional: Use the Template dropdown to select the appropriate template to automatically add a checklist, forms, and documents. If you have not yet created any templates, the option is not available. Consider creating a template first.
  7. Optional: Use the Import Data dropdown to select the MLS listing as a source of information for the transaction. Additional fields appear.
  8. Do the following:
    1. Use the dropdown to select the type of property.
    2. In the MLS Number field, specify the MLS number of the listing.
  9. Optional: Use the Add me as the dropdown to select your role in the transaction. Choose from Listing Agent, Selling Agent, Neither, or Both.
  10. Click Create.
    The selected form opens in the form editor.
    create a new standalone form showing blank form
  11. Use the available form editor options to pre-populate your form's fields with information.
  12. When you have finished setting up your form, in the form editor options, do one of the following:
  • Navigate to File > Save if you need to save the form to the list of forms.
  • Navigate to File > Copy if you need to copy the form.
  • Navigate to File > Print if you need to print the form.
  • Navigate to File > Send > Email if you need to send the form as part of a TransactionDesk email.
  • Navigate to File > Send > Fax if you need to send the form as part of a TransactionDesk fax.
  • Navigate to File > Send > Documents if you need to save the form to a Documents folder.
  • Navigate to File > Send > Markup in Documents if you need to mark up the form.
  • Navigate to Transaction > Add to to add the form to an existing transaction.
  • Navigate to Transaction > Start New to add the form to a new transaction.
  • Navigate to Sign to sign the form in Authentisign.


Create a form and add it to an existing transaction

  1. Navigate to Forms forms icon. The list of form templates available to you appears.


  2. Locate the form you need to create, such as an agreement of purchase and sale.
  3. Use the more options menu more options menu ellipsis icon to select New.
    more options menu for forms including preview, new, download, and print
    The New Form window opens.
    new form page with options to create a new form and transaction, create a new standalone form, or create a new form and add it to an existing transaction
  4. Click Create new Form, add to existing transaction. The Add to transaction window opens, showing a list of your transactions.
    create a new form and add it to an existing transaction page with list of transactions to select from displayed
  5. Check the transaction you need to add the form to, and click Save.
    The selected form opens in the form editor.
    create a new standalone form showing blank form
  6. Use the available form editor options to pre-populate your form's fields with information.
  7. When you are finished setting up your form, in the form editor options, do one of the following:
  • Navigate to File > Save if you need to save the form to the list of forms.
  • Navigate to File > Copy if you need to copy the form.
  • Navigate to File > Print if you need to print the form.
  • Navigate to File > Send > Email if you need to send the form as part of a TransactionDesk email.
  • Navigate to File > Send > Fax if you need to send the form as part of a TransactionDesk fax.
  • Navigate to File > Send > Documents if you need to save the form to a Documents folder.
  • Navigate to File > Send > Markup in Documents if you need to mark up the form.
  • Navigate to Transaction > Add to to add the form to an existing transaction.
  • Navigate to Transaction > Start New to add the form to a new transaction.
  • Navigate to Sign to sign the form in Authentisign.

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