System Requirements

REI Forms Live is cloud-based software, which means you don't need to install it. It runs through your web browser instead.

To be able to use REI Forms Live, please check you meet the following requirements:

Supported Operating Systems

  • Microsoft Windows 7+
  • Mac OSX 10.7+
  • Linux (e.g. Ubuntu)
  • Android 4.1+ (Jelly Bean or newer)
  • iOS 6+ (iPad, iPhone)

Supported Browsers

  • Google Chrome 35+
  • Mozilla Firefox 30+
  • Safari 6+
  • Internet Explorer 10+

Payment Options

Access to payment/subscription area is only available to Principal users of REI Forms Live. For further details about Principal Users see here.

Payments

As your REI Forms Live subscription comes close to renewal (30 days from renewal date) or your credit goes below a certain level (under $10), you will see a reminder banner appearing:

When Principal users click on the link in this banner they will be redirected to the subscription area of REI Forms Live.

When Non-principal users click on the banner link they will be redirected to the My Details area.

Subscription Renewals

  1. Click the Account Details button
  2. Select the Subscription tab
  3. Enter credit card details in the subscription screen (ensure all fields are completed)
    4. NB: See Auto Renew below for details of automatic renewal.
  4. Select the appropriate subscription
  5. Click Renew Subscription
  6. Upon making a successful payment, a tax invoice will be emailed to the logged in Principal user.

Adding Credit (NSW)

Pay Per Form subscriptions require credit to finalise forms. For a full list of form costs, see this price list.
  1. Click the Account Details button
  2. Select the Credit tab
  3. Enter credit card details in the credit screen (ensure all fields are completed)
  4. Select the required credit amount from the drop down box
  5. Optional: Check box next to "Save my credit card securely for future purchases" to allow future purchases without having to re-enter card details.
  6. Click Add Credit
  7. Upon making a successful payment, a tax invoice will be emailed to the logged in Principal user.

Auto Renew

While renewing your REI Forms Live subscription you have the option to set up automatic renewal, based on credit card details saved.

  1. During the subscription process, check the box next to the words "Save my credit card securely and automatically renew my subscription"
  2. Click Renew Subscription

Once this box has been checked, the selected subscription will auto renew three days prior to subscription expiry to ensure no interruption of service. This will continue until one of the following conditions has been met:

  • the auto renew fails (e.g. due to expired card, insufficient funds, cancelled card, etc.)
  • a Principal user disables Auto Renew
  • a Principal user removes the credit card from their account

Disabling Auto Renew

  1. Click Account Details
  2. Select the Subscription tab
  3. Click <disable auto renew>
  4. Click <Yes, Disable Auto Renew>

Updating Saved Credit Card

  1. Click Account Details
  2. Select the Subscription tab
  3. Click <update card> link
  4. Enter new credit card details
  5. Click <Update Card>

Removing Saved Credit Card

  1. Click Account Details
  2. Select the Subscription tab
  3. Click <remove card> link
  4. Click <Yes, remove the card>

Tax Invoices

All Tax Invoices are emailed to the Principal User that completed the subscription payment.

If another copy of any paid REI Forms Live invoice is required, they are available to Principal Users in the Account Details/Transactions section.

  1. Click Account Details
  2. Select the Transactions tab
  3. Click any underlined Reference number to download a pdf copy of that paid subscription or credit invoice.

Forms

This Section outlines how to create, delete, edit and use the forms.

Creating Forms

  1. Click the <Forms> button from the left menu then click <New Form> button at the top right of the screen.
  2. Select the desired form from the list of forms available.
    3.
  3. Type a name for your form in the Description area at the top of the screen and click <Create>.
    4.
  4. You will now be redirected into the form selected and will be able to complete the form.
  5. Once completed, click the <Save> button at the top right of the page. If you have only partially completed the form, clicking the <Save> button or the <Close> button will save the work in progress.
    6.

To return to the form for further editing or completion, please refer to Using Forms.

Using Forms

  1. Click the <Forms> button from the left hand side menu.
  2. Select desired form by clicking anywhere on the row (note that it is highlighted dark-grey) then click the <View> button from the top of the screen

    3. or

  3. Double clicking directly on the Form Name (Description that you entered when creating the form) will open the form immediately, without the need to click the <View> button.
    4.
  4. Now you are able to complete or edit the form. Once completed click the <Save> button on the top right of the page, or if you have only partially completed the form, clicking the <Save> button or <Close> button will save the work in progress.
    5.
  5. You can zoom in and out whilst viewing the form using the "-" and "+" icons on the top left hand corner. Use only these buttons to zoom, as a combination of browser zoom and the REI Forms Live zoom can cause display/layout issues.
    6.

Editing Form Name

  1. Click the <Forms> button from the left menu.
  2. Select the desired form from the list of forms available
  3. Click the edit button
  4. Type the new name for your form in the dialog and click <Save>.

Emailing forms (Sharing Forms)

This feature allows you to share and monitor activity to a form with a third party. An email with a link (identifying your agency, the agent and the form you are sending) will be sent to the nominated email address, allowing the recipient to click a secure link to download the form as a PDF.

*Please note:

  • This emailed copy is locked and cannot be edited by the recipient, regardless of whether it is draft or finalised
  • The email is sent from the nominated user within REI Forms Live, if a recipient replies to the email sent, it will appear in the email account of the REI Forms Live user, as appears in the account details of your profile
    • ​If you, or the intended recipient, are experiencing problems receiving these emails, check your junk mail folder in your email program

There are two different areas where you are able to email your form from:

From the forms list
  1. Click the <Forms> from the left menu.
  2. Click on the row in which your desired form appears; note the dark-grey highlight showing the selected form.
  3. From the action buttons at the top of the screen, select the <Share> button.
    4.
  4. Click the <New Share> button.
    5.
  5. Enter the recipients email address. If you need to send the form to multiple recipients, separate each address with a comma
  6. Tick <Send a copy to myself> if you wish to send a copy of the share email to your registered email account (as provided in Account Details)
  7. Type your desired message
  8. Select the user you wish the email to be sent from
    Note: this option is useful if you are sending forms on behalf of someone else in the agency
    9.
  9. Click <Send>
From within the form
  1. Whilst within the form, select the <Share> button that appears at the top left of the screen.
    2.
  2. Click the <New Share> button.
    3.
  3. Enter the recipients email address. If you need to send the form to multiple recipients, separate each address with a comma
  4. Tick <Send a copy to myself> if you wish to send a copy of the share email to your registered email account (as provided in Account Details)
  5. Type your desired message
  6. Select the user you wish the email to be sent from
    Note: this option is useful if you are sending forms on behalf of someone else in the agency
    7.
  7. Click <Send>
Confirmation pop up will appear in the bottom right hand corner when the form has been sent. Refer to the image below

When you have shared a form within REI Forms Live, within the forms list you will see an envelope icon, identifying the number of times you have shared a form.

Share Activity

When using the share feature within REI Forms Live, you will be presented with a dialog containing your Share Activity for the selected form

When a recipient clicks on the link within the email, which takes them to the download page, you will see the eye icon, identifying how many times they have viewed the download page.

If you use the <resend> link in the Share Activity dialog and resend a form to the same email address, this will disable access to the previously shared form.

Note: this is useful if you have shared a form with a recipient and forgotten to attach a file. Simply attach the file to the form and when you resend the Share to the same email address access to the original form has been disabled. Meaning they will only be able to open the version that you want them to have!

Also note: if you are in the habit of sharing Draft forms, access will be live, meaning if you share a draft form with a recipient and then make further edits, when they download the draft form, they are seeing the latest version of this form.

Finalising a Form

Finalising a form locks the form so no further changes can be made. When you finalise a form it will also remove the “DRAFT” watermark stamp. If you wish to edit a form once it has already been finalised, it may be duplicated into a new draft (refer to "Duplicating a Form" below).

  1. Click the <Forms> from the left menu.
  2. Select the form to be finalised and then click the <Finalise> action at the top. You can also click the <Finalise> action from within the form.
    3.
  3. A dialog will appear asking for confirmation.
    4.
  4. If you wish to proceed, click <Finalise>. If the action was in error, click <Cancel>.

Deleting a Form

The act of deleting a form removes the form from your form listing.

Once deleted, a form cannot be recovered.

This delete action is only available from the form list.

  1. Click <Forms> from the left menu.
  2. Select desired form( note the dark-grey highlight applied to the form) then click the <Delete> action.
    3.
  3. A dialog will appear asking for confirmation.
    4.
  4. If you wish to proceed with the delete action, click <Yes, Delete the Form>. If you have selected this form in error, click <Cancel> to return to the forms list.

Downloading and Printing a Form

This feature is used so that you can download a PDF version of the form to your local computer from there you can also to open it to print. Depending on your Internet browser you can also choose to just open the form rather than downloading and print it.

  1. Click the <Forms> from the left menu.
  2. Select desired form, then click the <Print> or <Download> action.

Depending on your internet browser you will notice different results after clicking the print action.

Google Chrome:

You will notice the below popup asking you to "Keep" or "Discard", After selecting "Keep" the form will download to your "Downloads folder". You can then open it to print.

Internet Explorer:

You will notice the below popup asking you to "Open", "Save", "Cancel", If you click "Save" you will be able to download the form to your computer. By clicking "Open" it will open the form in a separate window which you can then print the form.

Sign Here Tabs

This feature allows users to identify signature requirements in a finalised form that is printed or shared/emailed via REI Forms Live. Sign Here tabs will appear at the right hand side of the signature areas.
Via Download/Print button
  1. Click <Forms> from the left menu
  2. Select desired finalised form
  3. Click the <Download> action button
  4. Select the desired Signees that require printed Sign Here tabs from the <Print Options> dialog
    5.
  5. Click <Print>
Via Email/Share button
  1. Click <Forms> from the left menu
  2. Select desired finalised form
  3. Click the <Share> action button
  4. Click the <New Share> button
  5. Enter the recipients email address. If you need to send the form to multiple recipients, separate each address with a comma
  6. Type your desired message
  7. Select the desired Signees that require printed Sign Here tabs from the <Share Form> dialog
    8.
  8. Click <Send>

Duplicating a Form

This feature will allow you to duplicate a currently completed form and all information contained within.

Any form can be duplicated, regardless of whether it is in a finalised or draft state.

If duplicating a finalised form the duplicated form will be in a draft state so that you can edit it.

  1. Click the <Forms> from the left menu
  2. Then select the desired form and click <Duplicate> from the actions at the top of the screen.
    3.
  3. A dialog will appear asking for the duplicate form name, enter a new name and click <Save>.
    4.
  4. The new duplicated form will then open immediately.
    5.

Searching for Forms

Within REI Forms Live you have the ability to search for forms.

You will find a search field at the top right of the screen, both within the New Forms screen and the Forms listing.

  1. Click in the <Search> field
  2. Type the form description, form number, form name or any part of the name to filter the results
    3. NB: Less is more when using the search dialog, part of a form name will yield more accurate results (I.E. form 1, contract, request, entry etc.)
  3. Optionally, select a user and/or form state from the drop down lists to filter further
    4.
  4. To return to the full listing of forms, delete the text entered into the search field.

This feature will allow you to automatically populate information from one form to another, which will save you time.

For example: after creating a Sales Agency Agreement, you will need a Contract of Sale. Using this related form button, common information will be populated from the Sales Agency Agreement into this newly created Contract of Sale.

To request additional related forms, please contact us as per the Support contact options.

Simple and time saving!

Steps:

  1. Select the parent form from the list of forms available
  2. Click the <New Related> button near the top right of the screen
  3. Select the Related form you wish to create
  4. Type a name for your form in the Description area at the top of the screen and click
  5. You will now be redirected into the newly created related form with the common information populated from the parent form.

Adding Annexures

This feature allows you to add/remove pages to a form.

Steps:

  1. Select and open the desired draft form.
  2. Click on the <Annexures> button.
    3.
  3. Select desired annexure/s.
    4.
  4. Click <Update> button.

Updating Forms

From time to time you will find a ! icon next to the name of your forms and templates.
This is to indicate the form requires updating.

To update your form, just double click on the name of your form and then click <Update>.
Once your form is updated you will have the latest version of your form.
NB: We recommend that you review the content of any updated forms to ensure that everything is completed.

Electronic Signature

Within REI Forms Live you have the ability to add electronic signatures to your forms and agreements via two different methods on finalised forms (availability and selection of forms depends on legislation in your state).

Sign on Screen, allowing you to sign your form on screen (using a tablet device) whist you are physically present with your client. This process is the equivalent to using pen and paper.

The signing person will be prompted to acknowledge and agree that, in general, they are aware that they are signing their form electronically and agreeing to the legal obligations of that form, as well as agreeing to receive electronic communications.

Remote signing, when you need a document to be signed by a party that is not present in the same location as you. The signing requires will be emailed to the recipient and electronically signed remotely.

To use this facility you must have an account with DocuSign and authorise REI Forms Live to access this account. Once you have set up and authorised your DocuSign account in REI Forms Live, you will be able to choose to send your forms and agreements for remote signature without interruption.

Electronic Signing Options

Steps:

  1. Select and open the desired finalised form
  2. Click on the <Electronic Signing> button
    3.
  3. Select the desired signing option: Sign on Screen or Remote Sign (where applicable)
    4.

Sign on Screen

  1. Click <Start Sign on Screen>
  2. Select the desired signee to start the process and then click <Start>
  3. To proceed with the Electronic Signing process, the signee will need to acknowledge the consents and terms and conditions by selecting <I agree> from the dialog.
    4.

    This dialog will identify how many initials and signatures are required by the signee Note: If your client does not agree to the Electronic Signing consents, they will need to click <I Disagree> and <Cancel> the process, and you are obligated to print out the document and get it physically signed with ink.

  4. Click <Start>
    You will be directed to each signing position which is identified by a yellow box (for initials) and a yellow rectangle (for signatures)
  5. Click on the yellow indicator
  6. Dialog will appear indicating if a signature or initial is required
    7.
  7. Use your mouse, stylus or finger to complete the signature/initial
  8. Click <Save>
  9. The dialog in the bottom left hand corner of the screen will identify where in the electronic signing process you are
  10. Click <Next>
  11. When the process is complete, the dialog in the bottom left hand corner will provide you with the option to <Save & Complete>. Click this button if the signee is happy with their signature and signature process or select <Cancel> to remove all of the current Signee's signatures and initials from the form.
  12. Repeat for additional signees

Remote Signing Setup

* In order to use the remote signing feature of REI Forms Live, you will complete a few extra steps in order to set up and authorise integration of DocuSign & REI Forms Live. This is a one-time set up which is linked to your login, so no matter what device you use, you will have your account linked with DocuSign.

Steps required prior to using DocuSign for signing:

For further details on DocuSign account configuration and usage, see the DocuSign Support page.

Connect DocuSign to REI Forms Live

  1. Navigate to <Third Party> area of REI Forms Live
  2. Under heading Apps REI Forms Live connects to, click the <Connect> button
    3.
  3. Select <Start authorisation process> in DocuSign Connect dialog
  4. Complete your DocuSign account details, as provided by your DocuSign account manager
  5. Once authorised, you will see the success dialog
  6. Click <Done>

Remote Signing

  1. Open the desired finalised form
  2. Click <Electronic Signing>
  3. Click <Start Remote Sign>
  4. Complete names and signature fields for remote signature requirements
    5.
  5. Click <Send>
    6. NB: Once you have commenced the DocuSign process, you are unable to use Sign on Screen option

DocuSigned documents are returned to the DocuSign account holder via email when all signatures are completed.

DocuSigned documents are also available within the Electronic Signing in REI Forms Live

Forms that have been sent for remote signing via DocuSign will also be available via logging into your DocuSign account.

Remote Signing Status

  1. Select form which has been sent for Remote signing
  2. Click the <Electronic Signing> button to review signing status
Status
  • Created: DocuSign request is awaiting other signer(s) to complete
  • Sent: an email notification with a link to the DocuSign request has been sent to the signer(s)
  • Delivered: DocuSign request has been viewed by the signer(s)
  • Completed: DocuSign request has been completed by signer(s)

Voiding a Remote Signing Session

  1. Open the desired finalised form
  2. Click <Electronic Signing>
  3. Click <Void Signing Request>
  4. Confirmation of voiding the request is required. Click <Yes, void the request> to proceed, or <Cancel>

Downloading DocuSigned Document, including Certificate of Completion

When a form has been successfully signed via Remote Signing, the status will show status as completed and will provide the REI Forms Live user with an option to Download Signed Document.

  1. Click <Download Signed Document> to review signed document
  2. When Include Certificate of Completion has been selected, an additional page is included detailing:
    1. DocuSign Envelope ID (also printed on each page of the DocuSigned document)
    2. Total pages sent for signature
    3. Signer events (name, email addresses, time and date document was sent, viewed and signed)

DocuSigned forms are also sent to the signing agents email address (as per the DocuSign account set up).

Signature Stamping

Available in
WA

This feature allows Agents to create and store their own signature within REI Forms Live and insert their signature into selected letters and forms. The applicable forms are marked with the following icon in the New Forms list:

Saving Your Signature

Available in
WA
  1. Select <Account Details> from the Menu
    2.
  2. In the <My Details> area, click the signature field.
    3.
  3. Draw your signature in the box using touch screen and click <OK>
    4.

    OR

  4. Upload an image of your signature by clicking <Choose File> and browsing to the correct file. Once the file has been selected, click <OK>
    5. NB: Compatible image types include png, jpg, jpeg, gif and bmp. Please be aware that pdf format is not compatible.
    Recommended image size 300px by 80px or 15:4 ratio.
  5. Click <Save> button.
    6.

Inserting Agent Signatures

Available in
WA
  1. While in an applicable draft form, click a yellow signature area.
    2.
  2. Select the agent you would like to sign for from the drop down menu. The agent's signature will display below the name. Click <Sign> to sign.
    3. NB: If a signature has not yet been created, you can click the area where the signature would appear. This will open the signature editing window.
  3. The signature will now appear in applicable yellow signature fields within this form. You can also click these fields to bring up the signing screen.
    4.
    NB: Signatures can only be added or changed while a form is a draft. Once finalised, no further changes can be made.

Kits

Kits Deprecated

Warning: The Kits feature of REI Forms Live has been deprecated, as of 30th April, 2018. This means that the feature is no longer being enhanced and REI Forms Live will no longer fix bugs related to this feature.

Users will be able to view previously created kits and convert any template kits to standard templates for continued use. Templates are where you can set up a single base form with your default information to be used when creating forms.

Converting Template Kits to Templates

  1. Click the <Template Kits> button
  2. Select the desired Template Kit
    3.
  3. Double click the Template Kit to view the forms
    Or
    Click <View> from the Action buttons at the top of the screen
  4. Select the Kit Template you wish to convert into a standard Template
  5. Click the <Convert> button
    6.
  6. Choose a name for the new Template (default is the name of the Template Kit)
    7.
  7. Click <Save>
  8. The new Template will open automatically
  9. Make any desired changes to the Template and click <Save>
  10. Click <Close>
  11. You will be redirected to the standard Templates area
    12.

    See Templates for further information.

Files

This feature allows you to add files to your forms, allowing you to send or print a form with the selected attachments appearing as a single PDF.

Various types of files are able to be attached to forms, for record keeping, whilst only PDF’s are able to be appended to the form when printed/emailed.

Please note: you will not be able to view the attachments within REI Forms Live, only when it is printed or emailed.

Attach file

  1. Select the desired form from the <Forms> list
  2. Click the <Files> button from the actions at the top of the screen
    3.
  3. A dialog will appear prompting you to select the attachment desired
  4. Click <Choose file> button
    5.
  5. Select desired attachment and click <Open> button
  6. Click <Upload> button
    7.
  7. Click <Close> button

Printing/emailing form with attachment

  1. Select the desired form from the <Forms> list
  2. Click the <Print>/<Download> or <Share> button from the actions at the top of the screen
    3.
  3. A Print Options dialog will appear prompting you to select the attachment you desire to be included/printed with your form
  4. Tick the Attach checkbox for the desired attachments to be included and click the <Print>/<Download> button
    5.

Downloading individual attachment from form

  1. Select the desired form from the <Forms> list
  2. Click the <Files> button from the actions at the top of the screen
    3.
  3. A dialog appears with the available files attached to your form
  4. Click <Download> button from the options column

Deleting attachment from form

  1. Select the desired form from the <Forms> list
  2. Click the <Files> button from the actions at the top of the screen
    3.
  3. A dialog appears with the available files attached to your form
  4. Click <Delete> button from the options column
    5.
  5. Select <Yes, delete the file> to continue with the delete, or select <Cancel>

Clauses/Snippets

This section outlines how to create, edit, delete and insert clauses/snippets into forms.

Clauses, or snippets of information, are able to be created and inserted into your forms, as necessary.

Creating Clauses/Snippets

  1. Click <Clauses/Snippets> from the left menu, then click <+ New Clause/Snippet> button at the top right of the screen
    2.
  2. Type a Clause/Snippet and enter Clause/Snippet details
  3. Click <Save> when completed
    4.

To return to the form for further editing or completion, please refer to Using Forms.

Editing Clauses/Snippets

  1. Click <Clauses/Snippet> from the left menu
  2. Select clause/snippet you wish to edit (note the row is highlighted)
    3.
  3. Select <Edit>
  4. Edit clause/snippet as desired
  5. Click <Save> when completed

Adding Clauses/Snippets to Forms

  1. Within selected form, ensure your cursor is in the field you wish to add the clause/snippet to
  2. Click <Clauses/Snippets>
  3. Select desired clause/snippet
  4. Click <Insert>
    5. NB: If the snippet text exceeds the field size the inserted snippet will automatically be deleted, e.g. A three line special term will not fit into a single line field.

Deleting Clauses/Snippets

  1. Click <Clauses/Snippets> from the left menu
  2. Select clause/snippet you wish to delete (note the row is highlighted)
  3. Click delete button
  4. Dialog will pop up confirming the deletion of the clause/snippet, select <Yes, Delete> if you wish to continue, or select <Cancel>
    5.

Templates

The "Templates" feature allows users to create a form as a template, allowing the template to be used for more than one transaction.

The template contains pre-filled data and when a new form is created from this template, it inherits this pre-filled data.

NB: The correct sequence is to select the Template, then select <+Create Form>. Once the form opens, make your additions. This is important to remember, as Templates are able to be edited by all users. Making changes before creating the form from the template will update the original template data.

Creating a Template

  1. Click the <Templates> button from the left menu then click <New Template> button in the top right corner.
    2.
  2. Select the desired form from the list, then enter a template name in the description area and click <Create>.
    3.
  3. You are now able to complete the template with the generic information that will be standard across forms created from this template. Once completed, click the <Save> button on the top right of the page, or if you only partially complete the template, clicking the <Save> button will save the work in progress.
    4.
  4. To return to the template to add further, or change the standard details, please refer to "Updating or editing a Template".
  5. To create a form from this template, please refer to "Creating a Form from a Template".

Creating a Form from a Template

Once you have created your custom templates you can create a Form from that template.

  1. Click <Templates> from the left menu.
  2. Select the desired Template form from the list then click the <Create Form> Action.
    3.
  3. A dialog box will appear where you can enter the name of the form and then select <Save>.
    4.
    NB: Uncheck auto fill my agency/agent option if all information saved in template is to transfer to new form.
  4. You are now able to complete the form, in the usual manner. Once completed, click the <Save> button on the top right of the page, or if you only partially complete the form, clicking the <Save> button will save the work in progress. To return to the form for completion, please refer to "Using Forms".

Your newly created form will now appear in the "Forms" List

Deleting a Template

The act of deleting a template removes the template from your template listing.

Once deleted, this template cannot be recovered.

This delete action is only available from the main Template screen

  1. Click <Templates> from the left menu.
  2. Then select desired Template and click the <Delete> Action.
    3.
  3. A dialog will appear asking for confirmation.
    4.
  4. If you wish to proceed with the delete action, click <Yes, Delete the Template>. If you have selected this Template in error, click <Cancel> to return to the Template list.

Creating a Template from an existing Form

Available in
NSW
NT
SA
TAS

If you have created a Form that you have been using as a template by Using the "Duplicate Feature" you can now convert that to an actual template without needing to re-create it.

  1. Click the <Forms> from the left menu
  2. Then select the desired form and click <Template> from the actions at the top of the screen.
    Note: If you click on the name of the form it opens up, to select the form click anywhere on that row.
    3.
  3. A dialog will appear asking for the duplicate form name, enter a new name and click <Save>.
    4.
  4. The new duplicated form will then open immediately.

Updating or editing a Template

  1. Click the <Templates> from the left menu.
  2. Select desired template then click the <View> action or double click it to open it.
    3.
  3. Now you are able to complete the form. Once completed click the <Save> button on the top right of the page, or if you only partially completed the form, clicking the <Save> button will save the work in progress.
    4.

Duplicating a Template

This feature will allow you to duplicate a template and all information contained in it.

  1. Click the <Template> from the left menu
  2. Then select the desired template and click <Duplicate>.
    3.
  3. A dialog will appear asking for the duplicate form name, enter a new name and click <Save>. The new duplicated template will then open so you can edit it.
    4.

This feature will allow you to customise your forms by stamping your company logo on the top right hand corner of each form.

Recommended size for logo:

Ratio: 3:2

Width: 300 pixels

Height: 200 pixels

Adding a logo

  1. Click <Account Details> from the left menu.
    2.
  2. In the Account details window that pops up click <Logo>, then click <Choose File>, using the Open dialog navigate to the location of your logo.
    3.
  3. Select desired logo, click <Open>.
    4. Note: File format of logo must be jpeg, bmp or png.

All created forms will now appear with your logo on the top right hand corner.

To update or change the logo repeat steps 1 to 3.

Removing a logo

  1. Click <Account Details> from the left menu.
    2.
  2. In the Account details window that pops up click <Logo>, then click <Remove>.
    3.
  3. Click save

Users

Available in
NSW
NT
SA
TAS

The Users section of REI Forms Live is aimed towards businesses that have multiple users and will improve account management and form creation.

This section outlines how to add users, set access levels and move forms from one user to another.

Adding Users

  1. Select the <Users>button from the Menu
  2. Click on the <New User> button on the top right hand side of the screen
    3.
  3. Complete the Create User dialog
    4. NB: Make sure to tick ‘User is active’ if you want the user to be active and receive their login immediately. The login will not work and the users will not receive their login e-mail until this is marked and ‘Save’ is clicked. Note: only users that are set with Principal user access will be able to recharge REI Forms Live account

    Principal users also have the ability to see all forms that are created within an account - regardless of whether they have been marked as private.
  4. Click <Save>

Editing Users

  1. Select <Users> from the menu
  2. Select the desired user (note the dark-grey highlight)
  3. Click the <Edit> button
    4.
  4. Make desired changes, then click <Save>
    5.

    A dialog will appear in the bottom right hand corner, advising that the Users details have been updated.

Transferring forms from one user to another

  1. Select <Users> from the menu
  2. Click on the user (note the dark-grey highlighting) and select the <Transfer Forms> button
    3.
  3. Select the user you wish to transfer the forms to from the drop down box, then click <Transfer>
    4.
  4. Confirmation dialog will pop up in bottom right hand corner of screen.
    5.

Deleting Users

  1. Select the <Users> button from the Menu
  2. Select the User name you wish to delete, note the dark-grey highlight, click on the <Delete> button at the top of the screen
    3.
  3. From the Delete user dialog, you can choose to transfer ownership of the users forms to another User, then click <Yes, Delete>
    4.
  4. A dialog will appear in the bottom right hand corner, confirming the deletion of the user.
    5.

Principal Users

Principal Users have an extra set of features unavailable to regular users including:

  1. The ability to see all forms that are created within an account - regardless of whether they have been marked as private.
  2. Access to recharge the account.
  3. The ability to create forms on behalf of other users.
  4. Access to the user management screen.

Changing Password

  1. Select <Account Details> from the Menu
    2.
  2. In the <My Details> area, type your new password into the <Password> field.
  3. Retype your new password into the <Confirm> field.
  4. Click <Save> button.
    5.

Reset Password

  1. On the login screen of REI Forms Live, click <Forgot my password>
    2.
  2. Type in the email address you use to log in to REI Forms Live.
    3.
  3. A new, randomly generated password will be sent to your email.
    4. NB: to change this random password, see Changing Password above.

Integration

For details on availability throughout each state, please contact your integrator.

Creating a Token

When setting up an integration, many programs will require you to create an authentication token in REI Forms Live. You can do this by following these quick steps:

  1. From the main menu screen of REI Forms Live, click the "Third Party" menu option.
    2.
  2. Click <+ New>
  3. Select your Integrator from the list of options and click <Create>
    4.

You can then copy your token to paste into your other software by clicking the token, clicking <Copy to Clipboard> and copying the token from the popup that appears (Ctrl + c on Windows, Cmd + c on Mac).

NB: Pictured token is an example only.

Agentbox

For more information about Agentbox integration see this pdf or contact Agentbox support.

APM PriceFinder

For more information about APM PriceFinder integration see this article or contact APM PriceFinder support.

Console

For more information about Console integration see this pdf or contact Console support.

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CoreLogic RP Data Professional

For more information about CoreLogic RP Data Professional integration see this article or contact CoreLogic support.

Eagle

  1. Create a token for Eagle
    2. In Eagle:
  2. Paste the token into the API Key field
  3. Select the state of your REI Forms Live account and click "Add Account"

Now on all of your addresses, listings, appraisals and contracts, a new tab will appear called "REI Forms Live / Realworks". Click on that tab to be able to add forms and push data from Eagle to REI Forms Live.

MyDesktop

For more information about MyDesktop integration see this pdf or contact MyDesktop support

Palace

For more information about Palace integration see this article or contact Palace support.

PropertyMe

For more information about PropertyMe integration or to submit a support request see this article.
NB: Requires PropertyMe login.

PropertyTree

For more information about PropertyTree integration or to submit a support request see this article.
NB: Requires PropertyTree login.

REST

For more information about REST integration see this pdf or contact Rockend support.

Rex

For more information about Rex integration see this article or contact Rex support.

rp.office

Available in
REINSW
REIT

For more information about rp.office integration see this pdf.

VaultRE

Available in
WA

For more information about VaultRE integration see this pdf or contact VaultRE support via "Support Request" in the sidebar in VaultRE.

Partners

REI Forms Live has many partnerships in place with organisations that provide goods and services that are complimentary to the Real Estate industry.

The services partners offer vary and details are provided below on which states, forms and types of services available.

REI Apply Now

Available in
WA

Service: Send REI Residential Tenancy Application forms to applicants for completion.

User information

To enable this feature in REI Forms Live, users will need to activate Third Party access to REI Apply Now. This is a one time only requirement.

Activating Apply Now in REI Forms Live
  1. From the main menu screen of REI Forms Live, click the "Third Party" menu option.
  2. Click <+ New>
  3. Select REI Apply Now from the list of options and click <Create>

This is a once only set up process.

Setting up a Tenancy Application for sending

This step is required to include specific details within the Residential Tenancy Application, including attachments. Once details are set up within an application, this Residential Tenancy Application can be sent multiple times/to multiple applicants.

At a minimum, we suggest adding the Property Address and the Rent amount within the Residential Tenancy Application, as well as using the Property Address for the form name, for simpler searching.

  1. Create a Tenancy Application form
    • See here for information on creating forms
  2. Complete any required details within the Tenancy Application
    • At a minimum, include Property Address and desired rent
  3. Add any required files to the Tenancy Application
    • See here for information on adding files to forms
    4. NB: Any files added to the Residential Tenancy Application will be provided to the applicant during the Apply Now process. These will also be emailed to the applicant once they have submitted their application for the property.
  4. Click <Save>

Your prepared Residential Tenancy Application for the property is now ready for sending!

Sending Tenancy Application to a prospective tenant

This process is able to be undertaken from within the form itself or the forms list by using the Partners button.

  1. Select the desired Tenancy Application
  2. Click <Partners> button
  3. Click <Apply Now> option
    4.
  4. Dialog will present you with information that has been completed in the Tenancy Application form - complete any details that are missing
    5.
  5. Click <Next> button
  6. Complete the prospective tenants name and email address for sending
    7.
  7. Click <Submit>
  8. Once the invitation has been sent, a green success message will appear in the bottom right hand corner of the screen
  9. Close the send dialog

Once an applicant has completed the Residential Tenancy Application form, an email notification is sent to the Agent to advise an application has been submitted via Apply Now. This notification includes a link to the form within REI Forms Live itself (time saving!).
Transferring data from completed Residential Tenancy Application to Residential Tenancy Agreement

See here for information on how to transfer data from one form to another.

easyBondpay

Available in
NT
SA

Service: easyBondpay finance http://easybondpay.com.au/

Forms available: Residential Tenancy Agreement

NB: This feature is only available to Agencies that have signed up to use easyBondpay’s service and have been enabled within REI Forms Live.
User information

Once registered with easyBondpay, Agents will receive a username and password and will be required to enter these details into REI Forms Live on their first submission to easyBondpay. This is a one time only requirement.

easyBondpay options:
Agents can either:
  1. attach the easyBondpay application form to the tenancy agreement, for completion and submission by the tenant
  2. attach the easyBondpay application form AND process first payment immediately (when the tenant is with the agent)

CGU Landlord Insurance

Available in
NSW

Service: Quote for Landlord Insurance provided by CGU https://www.cgu.com.au/insurance/personal/products/landlords-insurance

Forms available: Exclusive Management Agency Agreement (Long & Short versions)

NB: This feature is only available to Agencies that have signed CGU’s Distributor Agreement.
CGU Landlord Insurance options:
Agents can either:
  1. automatically submit information to CGU for a quote for Landlord Insurance
  2. save or email and print a quote from CGU for Landlord Insurance

Further details on this service can be found here.

BondsOnline

Available in
WA

Service: Electronic bond submission from REI Forms Live to BondsOnline https://www.commerce.wa.gov.au/bondsonline

Forms available: Residential Tenancy Agreement, Lodgement of Security Bond Money

NB: This feature is only available to Agencies that have registered with the Department of Commerce for BondsOnline.

To register or find out more details about this service, contact REIWA's member relations by email at member.relations@reiwa.com.au

User information

Once registered with BondsOnline and activated with REIWA, Agents are able to submit tenant bonds electronically from REI Forms Live.

BondsOnline User Agreement forms can be found at www.commerce.wa.gov.au.

Edible Blooms

Available in
SA

Service: Custom Gift range featuring your agency branding www.edibleblooms.com.au

Forms available: Form 1, Contracts, Sales Agency Agreements, Edible Blooms order form

NB: This feature is only available to Agencies that have registered with Edible Blooms.

To register or find out more details about this service, contact Edible Blooms by email at: amelia.bressington@edibleblooms.com.au

User information

Once registered with Edible Blooms, Agents will be able to select from a tailored branded gift range, enabling them to select recipient, delivery date and add a gift message. Saving time and increasing referrals!

Sending information to selected Partners

In each case, upon finalisation of a selected type of form, a partners dialog will appear allowing users the option to submit a request to one of these partners, from within REI Forms Live.

Partners dialog (appears upon finalisation)

Select desired Partner option and proceed to review Request dialog

Request dialog

Wherever possible, REI Forms Live will prepopulate as much information for the Partner request directly from the form that has been completed.

In some cases additional information will be required and the presented dialogs will prompt users to fill in, select or alter (as the case may be) the details that will be sent with the request.

There may be several dialog screens that need to be reviewed. Using the <Next> button will allow you to view the information prior to being sent to the relevant partner.

Submission of information

When information has been completed, users will need to click the <Submit> button to send the information to the Partner.

Once the request is accepted, a green success message will appear in the bottom right corner of the screen.

Re-selecting the Partners button will show the date information was submitted to the Partner.

Submit information at a later time

If you choose not to send details at the time of finalising the form, you can manually submit a request to the Partner at a later time by selecting the finalised form and clicking the <Partners> button at the top of the screen in REI Forms Live.

FAQ

Troubleshooting

Occasionally after an update to REI Forms Live, you may find the site not acting as you expect.
Some examples:

  • Blank screen after logging in
  • Unable to load forms or forms displaying incorrectly
  • Unable to see new features

This is usually caused by your internet browser keeping old website data

To clear this old data, select your browser from the list below and follow the instructions.

If the issue persists or your browser is not listed, please contact our support team by lodging a support request through the "Contact" or "Help" area in REI Forms Live, or by the email for your state in the Support area of this guide.

iPad Login

Attempting to log in to REI Forms Live on an iPad via Safari and it appears to “hang” and does not progress any further.

Description

Using REI Forms Live on an iPad in Private Browsing halts the logging in process.

Resolution

There are two solutions for this:

  1. Switch off Private Browsing
  2. Add and access REI Forms Live via an icon on your home screen

Switch off Private Browsing

  1. Tap the "View open tabs" button
  2. Tap "Private"
    3. NB: If "Private" is highlighted, Private Browsing is on

Adding REI Forms Live as icon on your home screen

NB: iPad/Safari instructions only. For browser specific instructions please refer to your browser user guide or contact REI Forms Live Support

  1. While on the login page (e.g. sa.reiformslive.com.au) tap the "Share" button
    2. NB: WA users should use reiwa.com.au
  2. Tap "Add to Home Screen"
  3. Tap "Add"
    4.
  4. You can now access REI Forms Live through the icon on your home screen.

My forms have the edges cut off when I print them

This can be fixed by selecting the "fit to page" option when printing.

NB: Firefox uses your default print settings, which will vary depending on your printer manufacturer. Internet Explorer uses the Adobe Reader plugin, and should look the same as below.

Support

Haven't found the answer?
Complete the support form available in the Help or Contact area of REI Forms Live:

Or contact the Support team in your state: