Any forms or documents you want your Agents to have access to and be able to download or fill out and prepare for electronic signatures can be added to the Company Forms Library settings.
To start uploading documents, simply click on Menu > Settings > Admin App Settings > Company/Office Settings > Company Forms Library > click on Add Company Form at the top right corner. When you do, a pop-up will come up allowing you to add a form from your computer. The first field in the pop-up will allow you to give the form a tag or a category. After you type in the tag name, you will need to click on the Enter key on your keyboard to make the gray bubble around the tag which indicates you have properly created the tag.
Please note that you can add multiple tags for each document that you upload. Tags help your Agents search for documents by category within the Company Forms Library. The next option in the pop-up allows you to browse your computer files and upload a form into the forms library. Once you have followed those two steps, you will want to click Save in the bottom right of the pop-up. Once the forms have been uploaded, Agents will be able to see them if they go to Menu > Working Documents and E-Sign and look to the right under Company Forms Library where they can search by document name or company or by tags/categories. From there, the forms can be merged, filled out, and prepared for e-sign. Please also see our video tutorial titled Forms Library Features Options to learn more.
If you need to edit or delete a company form, hover over the form in the settings area and the icons for those options will appear. If you have uploaded several forms and you need to search for a specific one, you can make use of the Search option at the top right corner.
If you have any questions, please feel free to email us at firstname.lastname@example.org or call us at (305) 517-3836.