Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Saving Preset Values

Save pre-filled content in your frequently used Editable Forms to save time when filling out your form!

1. Select the Form Group you wish to save your preset content in.

Image RemovedImage Added

2. Click Preset Values to enter the Form filling screen.

Image RemovedImage Added

3. Fill your Form with the desired preset values.

Image RemovedImage Added

4. Click Save Presets to save your content!

Image RemovedImage Added

5. To use the forms containing your Preset Values

  1. Select your form group

  2. Click populate

  3. Enter the MLS number, the property information or continue without data.

You should now see that your forms contain preset values.

Image RemovedImage Added

Clear Preset Values

1. Follow the first two steps above.

  • Select the Form Group you wish to save your preset content in.

Image RemovedImage Added
  • Click Preset Values to enter the Form filling screen.

Image RemovedImage Added

2. Click on Clear All Values located at the top right-hand side of your screen.

Image RemovedImage Added

3. Then, Select Save Presets to save your empty form.

Image RemovedImage Added