Info Request

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With Info Request, you can send draft forms to recipients for them to complete fields on your behalf. Once the client has entered the required information, the form will be updated on REI Forms Live.

Please Note: This feature is not active on all forms.

Check out our video tutorial or read the step-by-step instructions below!

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1. Click the Info Request tab from the form’s sidebar.

   

2. Enter the name and contact details of the recipient.

3. Use the Message field to detail the required information (Optional).

4. Click Send now.

   

The recipient will be emailed an invitation to view and edit the form.

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Once they have entered the information and completed the process, the form will be updated on REI Forms Live with the changes – You will have the opportunity to revise the form and make edits before finalising and sending for signatures.

Attached PDFs

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You can now add checkbox and text fields to PDFs and send them via Info Request — allowing your clients to complete both the main form and the attached PDF in one seamless step.

How to Enable Editable PDFs:

1. Create your form or template → Creating Forms Guide

2. Attach PDF via Files from the More dropdown → Attach File Guide

3. Scroll down to your attached PDF, click the Edit Fields button in the top left corner, and add your desired fields — checkboxes, and text fields → PDF Completion Guide

4. Click the Info Request tab in the forms sidebar.

5. Tick the Include Attachment Fields checkbox to enable PDF completion.

6. Enter the details of the recipient as per the standard Info Request process.

7. Add any instructions or notes in the Message field — optional.

8. Click the Send Now button.