REI Forms Live

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)

Supported Browsers

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

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. Type a name for your form in the Description area at the top of the screen and click <Create>.

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.

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

or

2. 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.

3. 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.

4. 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.

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
• Deleting a form that has been shared will invalidate any shares sent from that form.

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

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. 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. 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. Click <Send>

1. Whilst within the form, select the <Share> button that appears at the top left of the screen.

2. Click the <New Share> button.

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. Click <Send>

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.

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. A dialog will appear asking for confirmation.

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. A dialog will appear asking for confirmation.

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.

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.

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

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. Click <Print>

Via Email/Share

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. 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. A dialog will appear asking for the duplicate form name, enter a new name and click <Save>.

4. The new duplicated form will then open immediately.

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
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. To return to the full listing of forms, delete the text entered into the search field.

New Related Form

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.

Currently we have the following related forms:

This list will be expanded as new forms are added.

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 and click <Next>

4. Choose from a Standard form (blank)

OR
4. a previously created Template

NB: When creating a related form from a template the information in the parent form will take priority over the information in the template for any shared fields.
5. Type a name for your form in the Description area at the top of the screen and click <Create>

6. 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. Select desired annexure/s.

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.

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 active 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. Select the desired signing option: Sign on Screen or Remote Sign (where applicable)

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.


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. 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

Steps required prior to using DocuSign for signing:

• DocuSign account setup
• Authorising DocuSign link to REI Forms Live

DocuSign account setup

1. Click <Start Sign on Screen>
2. Click <Create DocuSign Account>

3. Complete details on the DocuSign Sign up dialog, as required to create your DocuSign account.

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

Connect & Authorise DocuSign Account in REI Forms Live

1. Upon receipt of your DocuSign Account details, select the Third Party menu option

2. Under the heading "Apps REI Forms Live connects to", click the <Connect> button that appears on the DocuSign line

3. Click <Start authorisation process>
4. Log in to DocuSign with the provided account details

5. Click <Accept> in the DocuSign permission dialog

Correct Authorisation of your DocuSign integration will return the Success dialog (as below)

6. Click <Done>

Disconnecting DocuSign Account

1. Select the Third Party menu option

2. Under the heading "Apps REI Forms Live connects to", click the <Disconnect> button that appears on the DocuSign line

3. Click the <Yes, disconnect> button in the Disconnect DocuSign dialog

DocuSign Date Format

By default, DocuSign uses the UTC time zone with US date format (mm/dd/yyyy).

To change this setting:

1. Log in to your DocuSign account
2. Go to "My Preferences"
3. Click "Regional Settings"
4. Selected the required Time Zone and Date/Time Format
5. Click "Save"

See the DocuSign help guide for further instructions.

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. Click <Next>
6. Type desired subject and email message to be sent to recipients with request for signature. Subject and message are sent to all recipients - ensure that this message is generic.

7. Click <Send>
NB: Once you have commenced the DocuSign process, you are unable to use Sign on Screen option

Signed Form Retrieval

When your form has been remotely signed (using DocuSign) within REI Forms Live you will be able to access these forms in the following areas:

Email

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

REI Forms Live - Electronic Signing button

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

1. Open desired form within REI Forms Live
2. Click the <Electronic Signing> button
3. Click the <Download Signed Document> button

4. View, print or save your signed form as desired

Logging in to DocuSign

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

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>

Kits

Within REI Forms Live, a kit is defined as a group of forms, contracts and clauses commonly used together for a particular type of transaction or deal – the "kit" you would take with you.

There are two types of kits available for use:

• Template Kit
• Allows users to create a Template of a group of forms, which can be used for more than one transaction. Users have the ability within Template Kits to pre-fill standard data. When creating a Form Kit from a Template Kit, it inherits the pre-filled data that has been entered. You are able to create many Form Kits from single Template Kit.
• Form Kits
• Allows users to group forms contracts and clauses, which can be created for a particular Property, Landlord or Sale, users complete the group of forms like any single form within REI Forms Live.

Creating a Template Kit

1. Click the <Template Kits> button from the left menu then click <New Template Kit> button in the top right corner.

2. Enter a description for the Template Kit, and select the desired forms from the list that you would like to include in the kit, then click <Create>.

You are now viewing the Template kit you have created.

You have the ability to enter default data into the forms within your kit, meaning that each time you use the Template Kit you don’t need to re-enter standard data, for example: Agent details, Standard (Agency specific) clauses or Weekly or Monthly options.

Prefilling information in your Template Kit

Once you have created a Template Kit you can enter default data so that each time you use that Template Kit you don’t need to re-enter standard data, for example: Agent details, rental cycles or Agency specific clauses.

1. Click <Template Kits> from the left menu.
2. Select the desired Kit from the right pane.
3. Click <View> at the top of the screen.

4. Select a form on the right pane then <Edit Default Data>. This will open up the form so that you can edit it.

5. Once completed, click the <Save> button on the top right of the screen, or if you only partially complete the selected form, clicking the <Save> button will save the work in progress


When you use this kit any form/forms that you have edited the default data for will be brought across to the newly created Form Kit. From this point you can enter the unique data related to that group of forms.

Using a Template Kit

Using your predefined "set" of forms in a transaction.

1. Click <Template Kits> from the left menu, then select the desired Template Kit.
2. Click <Form Kit from Template> from the Actions menu
3. In the "New Kit from Template" dialog enter the name you wish to allocate to your Form Kit and click <Save>.

4. You will now be re-directed to the Form Kits section and you will be viewing the group of forms created from your Template Kit.
5. You can now select a form to edit by selecting it and clicking the desired action from the Actions buttons at the top of the screen.

For further information refer to "Forms"

Creating a Form Kit

Form Kits, Allows users to group forms contracts and clauses, which can be created for a particular Property, Landlord or Sale, users complete the group of forms like any single form within REI Forms Live.

1. Click the <Form Kits> button from the left menu then click <New Kit> button in the top right corner.

2. Enter a description for the Template Kit, and select the desired forms from the list that you would like to include in the kit, then click <Create>.

You are now viewing the Form kit you have created. You have the ability to edit, finalise, print and duplicate any of the forms within this Form Kit.

Adding Forms to a Kit

In both Template Kits and Form Kits you have the ability to add additional forms.

1. Select the Kit you have created that requires additional forms.
2. Click <View> at the top of the screen.


or


3. Select <Add Forms> button at the top right hand side of the screen


4. Select desired form(s) from list available, click <Add>

Removing Forms from a Kit

1. Select the Kit you have created that requires removal of form(s) (ensure that you select the kit name itself as this will take you into the kit to view the forms available.
2. Select the form you wish to remove (note the dark-grey highlight) and select the <Delete> button

3. A dialog will appear asking for confirmation.

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 Kit list.

Duplicating a Form in Kits

This feature will allow you to duplicate a form within your Kit and all information contained in it.

1. Click on the name of the desired Kit
2. Then select the desired template needing duplication and click <Duplicate>.

3. A dialog will appear advising that the selected form will be duplicated, Click <Save> to duplicate the template. If you have selected this form in error, click <Cancel> To return to the Kit list.

Deleting a Kit

The act of deleting a Kit removes an entire Kit from your Kit listing.

Once deleted, this Kit cannot be recovered.

This delete action is only available from the main Kit screen

1. Then select desired Kit and click the <Delete> action button.

2. A dialog will appear asking for confirmation.

3. If you wish to proceed with the delete action, click <Yes, Delete Kit>. If you have selected this Kit in error, click <Cancel> to return to the Kit list.

Searching for Kits

Within REI Forms Live you have the ability to search for Kits without scrolling.

You will find a search field at the top left of the screen

1. Click in the <Search> field

2. Type the Kit name to filter the results

3. To return to the full listing of Kits, delete the text entered into the search field.

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.

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. A dialog will appear prompting you to select the attachment desired
4. Click <Choose file> button

5. Select desired attachment and click <Open> button
6. Click <Upload> button


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. 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

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. 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. A dialog appears with the available files attached to your form
4. Click <Delete> button from the options column

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. Type a Clause/Snippet and enter Clause/Snippet details
3. Click <Save> when completed

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. 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>
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>

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.

Creating a Template

1. Click the <Templates> button from the left menu then click <New Template> button in the top right corner.

2. Select the desired form from the list, then enter a template name in the description area and click <Create>.

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. 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. A dialog box will appear where you can enter the name of the form and then select <Save>.

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. A dialog will appear asking for confirmation.

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

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. A dialog will appear asking for the duplicate form name, enter a new name and click <Save>.

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. 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.

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. 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.

Company Logo

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. 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. Select desired logo, click <Open>.
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. In the Account details window that pops up click <Logo>, then click <Remove>.

3. Click save

Users

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. Complete the Create User dialog
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. Make desired changes, then click <Save>


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. Select the user you wish to transfer the forms to from the drop down box, then click <Transfer>

4. Confirmation dialog will pop up in bottom right hand corner of screen.

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. From the Delete user dialog, you can choose to transfer ownership of the users forms to another User, then click <Yes, Delete>

4. A dialog will appear in the bottom right hand corner, confirming the deletion of the user.

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. 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.

Reset Password

1. On the login screen of REI Forms Live, click <Forgot my password>

2. Type in the email address you use to log in to REI Forms Live.

3. A new, randomly generated password will be sent to your email.
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. Click <+ New>
3. Select your Integrator from the list of options and click <Create>

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).

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.

CoreLogic RP Data Professional

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

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

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

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.

easyBondpay

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

Forms available: Residential Tenancy Agreement

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:

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

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)

CGU Landlord Insurance options:

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

Service: Electronic bond submission from REI Forms Live to BondsOnline 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

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

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

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!

See this pdf for a full guide on how to submit an order.

Bond Forms - Department of Justice Tas

Service: Electronic bond lodgement and claim submission from REI Forms Live to Department of Justice www.consumer.tas.gov.au/renting

Forms available: Bond Claim Form, Bond Lodgement Form

Further details on this service can be found in this pdf.

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.

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.

• Chrome
• Firefox
• Internet Explorer

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.

AVG Toolbar

Description

Due to a recent update, AVG toolbar is causing forms to not work on Internet Explorer.

Note, this is NOT an issue with AVG Security, and we do NOT recommend users disable this.

The AVG toolbar, is a toolbar bundled with AVG Security, and a number of other software downloads; it appears on Internet Explorer as shown below.

At present, the AVG toolbar is causing issues with Internet Explorer when attempting to view forms. This error usually relates to the crashing of Internet Explorer when users first enter the forms site, or when they first open up a form.

The error can differ from case to case, but it usually makes some reference of Internet Explorer in the error, a few examples below.

Resolution

The fix for this is to disable the toolbar

Users will need to click the X located on the left of the toolbar, next to the AVG logo, seen below.

Once the X is clicked, users will get a confirmation popup

Users will need to click disable, and then reload Internet Explorer to access their forms again. Note that disabling AVG Security Toolbar does not disable AVG Security

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"
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
NB: WA users should use reiwa.com.au
2. Tap "Add to Home Screen"
3. Tap "Add"


4. You can now access REI Forms Live through the icon on your home screen.

I used to email forms to myself and then save it to my network and the new share feature only provides me with a link. Please help!

The print button provides you with the option to open a PDF copy of your form and, if using Adobe Reader, you have the ability to use the File button to access the Save option. Less clicks!

See here for further information on printing/downloading your forms

REI Forms live is repeatedly asking me to log in

If you are constantly getting logged out of REI Forms Live during the day, it may be because you are using multiple Internet connections in your office. Some offices have multiple Internet connections or VPN connections to help alleviate congestion when everyone is using the Internet. This causes REI Forms Live to think that you are not using the same computer, so it asks you to login again.

The best thing to do in this case is to speak to your IT Administrator and ask if you have "mutliple WAN connections", if so then your IT Administrator will need to put in a rule in your router to ensure that REI Forms Live traffic only travels down one path all the time. This is usually a quick change for IT as they often have to do it for other web-based services as well. The hostnames that need to be configured are:

• https://api.reiformsnow.com.au/
• https://api.realform.net.au/
• https://api.dynamicforms.com.au/
• https://app-api.reiformslive.com.au/
• https://tas.api.reiformslive.com.au/

Direct your IT Administrator to this help site and they will be able to fix the issue. If they have any troubles, just let us know and we can help them out!

My forms have the edges cut off when I print them

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

Support

Haven't found the answer?
Contact the Support team in your state:

• SA - reisa@reisa.com.au or call us on (08) 8366 4322
• NSW - servicecentre@reinsw.com.au or call us on (02) 9264 2343 (and select option 3).
• WA - member.relations@reiwa.com.au or call us on (08) 9380 8222
• NT - reint@dynamicmethods.com.au or call us on (08) 8981 8905
• TAS - support@reit.com.au or call us on (03) 6223 4769