Company Forms Library is a module inside RealtyBackOffice where you can upload all your Company’s PDF forms you want to share with your Agents. After uploading the Forms into the system, the agents can download or fill them out and prepare for electronic signatures.
This class will guide you through this process.
The Admin can upload the documents by going to Menu > Settings > Admin App Settings > Company/Office Settings > Company Forms Library > click on Add Company Form at the top right corner.
You can Add a Company Form Tag to the Company Form. To do so, type in the name under the “Company Form Tags” Field and press enter on your keyboard. The system will display the tag name in a grey bubble. Note that you can add multiple tags for each document you upload. Tags will help your Agents search for documents by category within the Company Forms Library.
You can add a PDF form from your computer. Make sure to upload only plain PDF files and not fillable forms. Once you upload the form and add the Tag, click Save to save the changes.
The Agents can see the Company Forms if they go to Menu > Working Documents and E-Sign and go to the right panel under Company Forms Library. There they can search by the document name, the company, or tags/categories. From there, the forms can be merged, filled out, and prepared for e-sign.
Watch the following video for more information on how to use the Working Documents and E-Sign module https://www.realtybackoffice.com/docs/admin-app/working-documents-and-e-sign-admin/.
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