Filling out an Editable Form

Owned by Jade Bachand (Unlicensed)
Last updated: Nov 13, 2020
2 min read

1. After Populating your forms, you will be redirected to the Editable Forms section.

 

There might be some fields already filled in depending on the population option selected before. In this case, none of the fields are filled in as I chose to continue without data for training purposes.

 

2. You can see the Selected forms located in the side bar to the left. Close the sidebar to hide, and click on the Chevron to open the Selected forms menu again if you wish to navigate through your forms.

 

3. To Fill in the forms fields, you have a couple of options. You can either click in the fields in the document view or you can access the Quick Fill experience to the left of the form.

 

Please note that some of the fields will be filled in automatically after entering the information once. For example, if you enter the buyer’s name, it will automatically fill in all the buyer’s name fields in the editable form group.

 

4. Once all the required fields have been filled in, you can either Print, Save the Editable Form or Save file as a PDF in the document section.

 

 

5. In this case, I have selected the Save in file option. If you go back to the Document section (EDM) of the selected transaction, you will find your Form(s).