
Get Attached to Our Unsung Hero: 6 Ways to Transform Your Workflow with PDF Attachments
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 our unsung hero.
There are three great ways to save a lot of time filling in forms with Forms Live.
There are three great ways to save a lot of time filling in forms with Forms Live.
If you have a form that is largely the same each time and which you use frequently, you can fill in a form once and then save it as a template. This can be a great way to save time for things such as requests to maintenance contractors, or contracts where you have different terms and conditions or annexures to the standard contract.
If you have some text that you use occasionally, save it into the Snippet section. This might be a special term or condition that applies to some properties – such as units but not houses – or anything that you find yourself typing out fairly regularly into sections of forms. You’ll be able to then add these Snippets into any form.
If you have additional terms and conditions that are not specifically included in the contract, create some Annexures and you can add these quickly, and set up requirements that they are signed if necessary.
The Forms Live platform is the leading provider of forms and contracts for the real estate industry around Australia and is owned by Dynamic Methods. It is used by 8,500 real estate agencies and more than 50,000 agents and managers. More than 60 million of our forms have been used since launch in 2005 resulting in more than $100m in property sales per month and a further $80m in property leases per month.
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 our unsung hero.
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