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Online FAQ
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Features of Saved Forms
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- How to Move forms
- How to use Digital Signatures
- How to fax forms using UFAX.NET
- How to Save as a PDF file!
- How to Export Form Data.
- How to Delete Saved Forms!
- How to Rename Forms and Files
- How to Copy forms
- How to Upload a Document
- How do I allow my Clients to upload Documents to my Folders?
- Saved Forms and Options Video Tutorial
- How to shrink a large PDF file
- How to send a form for e-signing Video Tutorial
- Syncing with Google Drive.
- The New Folders Page
- How to Edit a PDF
- Folders Overview & Tutorial
- PDF Tools Tutorial
- Using auto-fill to send forms to your client(s)
- New CAA Signature Format
- How to Restore Archived Files
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Features of List of Forms
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- Client Profile & Auto-fill Explanation
- Creating and Using Clients Video Tutorial (New DCM System)
- Creating and Using Clients Video Tutorial (Standard)
- Opening and Saving Forms Video Tutorial
- The Forms Wizard
- The Client Fill Option
- How to use Forms and Packages
- Using client-fill to send forms to your client(s)
- Contract Wizard Overview
- Using auto-fill to send forms to your client(s)
- New CAA Signature Format
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New Online Forms System
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Emailing Forms
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Printing Issues
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Errors
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MAC: I use a Mac
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Tutorials
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- How do I E-Mail a Form(s)
- How do I SAVE a form?
- How to use Getting started overview
- How to Delete Saved Forms!
- Client Profile & Auto-fill Explanation
- Creating and Using Clients Video Tutorial (New DCM System)
- Creating and Using Clients Video Tutorial (Standard)
- Opening and Saving Forms Video Tutorial
- Saved Forms and Options Video Tutorial
- How to import Clients (Realtor)
- How to Update the User Profile
- How to use Forms and Packages
- Using client-fill to send forms to your client(s)
- Contract Wizard Overview
- Clients Tutorial Overview
- My Profile Tutorial
- Subscriptions Tutorial
- Help Tutorial
- Folders Overview & Tutorial
- PDF Tools Tutorial
- Upload document(s) and send to your clients
- Using auto-fill to send forms to your client(s)
- GreenLight: How to submit fully executed docs to broker for review
- How to send a form for signature by 2 people with 1 email
- How to Create a Team and Share Folders with team
- formsRus Simple Procedures
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Auto-filling forms
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Digital Signatures
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- How to use Digital Signatures
- The Customized Forms Signing Locations
- How to View Signed Documents
- How to Set Up a Second Signer
- How to Resend a Signature Request Manually
- How to Retrieve a Signed Document
- How to View/Save the Certificate of Authenticity
- Signing Request emails are NOT received by my clients!
- How to send a form for e-signing Video Tutorial
- How to Personalize Your Settleware e-signing Room
- What should I use for a Request Title
- How do Change/Correct an Email Address
- The Upload Document Button
- Signature Names
- Upload document(s) and send to your clients
- Using auto-fill to send forms to your client(s)
- How to send a form for signature by 2 people with 1 email
- Why do I see a black screen when trying to place signature locations on my document?
- Why do I get "Element DOCUMENTID is undefined in ADDDOC" when I submit a document
- How to Cancel/Delete a Siganture Request
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3rd Party Documents
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Help - Contact Us
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Videos
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- Creating and Using Clients Video Tutorial (New DCM System)
- Creating and Using Clients Video Tutorial (Standard)
- Opening and Saving Forms Video Tutorial
- Saved Forms and Options Video Tutorial
- How to shrink a large PDF file
- How to send a form for e-signing Video Tutorial
- How to use Forms and Packages
- Using client-fill to send forms to your client(s)
- Contract Wizard Overview
- Clients Tutorial Overview
- My Profile Tutorial
- Subscriptions Tutorial
- Help Tutorial
- Folders Overview & Tutorial
- PDF Tools Tutorial
- Upload document(s) and send to your clients
- Using auto-fill to send forms to your client(s)
- GreenLight: How to submit fully executed docs to broker for review
- How to Create a Team and Share Folders with team
