Forms
Working With Roles
Roles exist to be associated to every participant of every document Buy Side Sell Side Consists of: Buying Agent Buyer(s) and/or Tenant(s) Buying agent can: edit any documents that have been shared with them only sign areas where the buying agent is ...
Adding Clauses to Forms
When editing a Smart Form, there are three ways to insert clauses: Click Add Clause in a clause field to insert a clause from your library create a new one by typing in your own clause upload an image or file in the clause section. Add a Clause from ...
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 ...
Understanding Smart Forms
Remine Docs uses Smart Forms that have several built-in intelligent features: They automatically link certain fields with other documents in the Client File. They'll provide alerts & notifications of missing or incomplete fields prior to sending or ...
Printing a blank form
If you need to print a copy of a blank form, you may do so using the Form Library. 1. Click on Form Library in the Navigation Pane on the left hand side. 2. Select the type of form you want by selecting a form source. All forms from your selected ...
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 ...