Working with Forms

Once you have loaded your forms into your transaction folder there are several things you can do with these forms. Check a form in your transaction folder and a set of icons appears in the right-hand corner.

 

The table below explains the icon functions.

	Use this icon when you want to submit one or more documents to be reviewed by your admin or broker.
	Use this icon to rename a document to more clearly identify the document. This is useful if the document you uploaded has a generic name such as “survey” or “Fax 12345”
	Use this icon to make a copy of your form.
	Use this icon to move your document to another folder or to create a new folder that will contain this document.
	Use this icon to delete an unwanted form or document in your transaction folder.
	Use this icon to download a form or document to your computer.
	Print the selected items.
	Use this icon if you want to have this form signed in person.
	Use this icon if you want to have this form signed via an email invite.
	Use this icon to load a form or document to the FMLS listing. By setting the visibility (Private, Shared, Public) you are only making the current version of your file available.
	Use this icon to view details and activity concerning this form. You see things such as date created, edited, status, and people associated.

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