1. First select your Client and the Transaction, then click Add Documents
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Enable Auto-saving of your editable forms. There are a few steps to take before you can trigger the auto-save feature when filling out forms. Please follow the instructions below:
1. First select your Client and the Transaction, then click Add Documents
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1. First select your Client and the Transaction, then click Add Documents
\2. Select launch forms and you will be redirected to the form library.
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3. Select a form, and populate by whichever option you would like (MLS, PIN, Geowarehouse or Without Data)
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4. In the side bar the client's name will appear. After 5 minutes the autosave function will be activated. It is recommend to save the editable form to your transaction right away.
5. If there isn't a client & transaction set, save the editable form to your transaction by clicking the "Save Editable Form" button. You will be prompted to select a client and transaction, then hit save.
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7. Once you enter the editable form, auto-save is now enabled. The system will auto-save every 5 minutes!
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