Get Attached to Our Unsung Hero: 6 Ways to Transform Your Workflow with PDF Attachments

At Forms Live, we pride ourselves on delivering forms that are seamlessly integrated into your operations while giving you the opportunity to heighten awareness of your agency’s brand with your clients.

A great way to speed up your work processes and simplify your digital paperwork is by using our PDF Attachments feature in Forms Live. It’s an unsung hero — and when used with text and signature fields, it transforms your workflow.

We’ve listed six cool applications for this feature that offer you flexibility in what you wish to send to clients and tenants, including a Cover Page feature that allows you to brand consistently with your agency’s logo.

Here are some easy ways to become more efficient using PDF Attachments as part of your agency workflow.

1. Reduce Email Clutter

Attach agency-specific documents like welcome packs, FAQs, or key handover instructions directly to your Forms Live submission — no need for a second email.

You can include your own agency PDFs when you send Forms Live forms from our system. You don’t need to send a separate email with your own internal forms or information.

Improve your customer workflow with PDF attachments and stop the email blizzard for your clients and tenants

2. Tenant information in a single communication

Property Managers know their responsibilities rarely require just one form — they will need to share regulatory forms using Forms Live to ensure legal compliance, such as a Residential Leasing form.

Often, property managers must also include important property-specific information such as details of the strata committee, maintenance procedures, or apartment building access guides. By using Forms Live, you can attach these as PDF documents to any form, making it easier to share them in a single, professional package.

Your tenants will thank you for not contributing to their already overflowing inboxes — win, win.

3. The Perfect Vendor Pack

When a Sales Agent sends a compliant Residential Sales Authority to a vendor using Forms Live and wants to include supporting documents such as formal appraisal of the vendor’s home, or a Comparative Market Analysis (CMA) to share data on residential values in their neighbourhood, there is no need for a separate email.

Simply add your CMA, property reports or appraisal documents as PDF attachments, add signature and text fields if required, to your form in Forms Live, and then press share.

So, whether you’re a Property Manager working with a new tenant or a Sales Agent sharing a vendor pack, you can complete these tasks with one share inside the Forms Live ecosystem.

4. Create Templates with branded PDFs Attached

Property Management guru Helen Rolfe shared during one of our recent Lunch & Learn webinars how PMs are making life harder for themselves by not taking the time to set up templates for the repeated transactions they conduct inside Forms Live. She recommended creating reusable templates with agency-specific PDF documents already attached — time-saving setup on every transaction.

Our template feature will not only reduce your workload but also take away the feeling that you’re doing the same task time and again. So, take Helen’s advice and set up your templates today.

5. Keep Your Branding Consistent with Custom Cover Pages

We know that first impressions are important. It’s a mantra of any Sales Agent when working with a vendor to prepare a home for sale. We totally get it. And the same principle applies when sending your forms. You want your logo to be front and centre, and you want tenants and vendors to experience your agency’s brand and quality of service that your agency prides itself on.

With Forms Live, you can reinforce your branding by creating your own Cover Pages. This ensures your PDFs look professionally produced and the recipient is clear on the intended purpose of the information.

6. Add Signature and Text Fields to Any Attached PDF

Getting an electronic signature on an attached PDF is all-important. And Forms Live makes this incredibly easy to achieve. Adding signature fields to an attached PDF is one of our best features thanks to the simplicity of Forms Live Sign — no third-party tools needed.

With Forms Live Sign, once signature fields are placed and the form is shared, it’s all systems go — your client can sign electronically with ease. Your PDF can be signed quickly and easily by your prospective tenant, landlord or, if you’re a Sales Agent, your vendor. It’s 100% compliant.

Quick Reminder

You can send or print PDF attachments with the form — but not independently.

Additional text fields are only available for PMs, Sales Agent or Conveyancers to complete — not clients.

We’re Not Netflix, but...

Our series of instructional videos are designed to show you how to use the PDF attachment feature in a simple step-by-step process.

Check out our additional resources here:

PDF Attachments

Cover Pages

PDF Completion Help Guide

Cover Pages Help Guide

PDF Signing Help Guide

Explore all our video guides, try out a new template, and streamline your real estate admin today in our Learning Centre. We’ve always got great tips to help you with your workflow, as well as an awesome support team to handle your queries

Wait, there’s more!

We have a Survival Guide for using the PDF Attachment feature – a comprehensive step-by-step walkthrough of the entire PDF Attachment process!

PDF Survival Guide

And we have a great webinar, too. It’s only seven minutes, and cuts straight to the key features for you.

PDF Completion Guide

Ready to Get Started?

With Forms Live, you can save hours each week by using PDF Attachments — all while keeping your branding front and centre.

Forms Live has the essential tools you need to stay compliant and keep your agency’s brand front and centre. Get started now for free, no credit card required.