personalised.

training.

sessions.

Overwhelmed by technology or want to get the most out of Forms Live? We’ve got your back!

*only available with an active Forms Live subscription.

Has the thought of creating forms got you

all panic
& No disco?

We understand that technology moves pretty fast, and if you don't stop and ask for help once in a while, you could miss out on some of our awesome features!

Eliminate the overwhelm with Forms Live, the premier choice for document management application for Victorian real estate professionals.

That’s why we created Personalised Team Training Sessions - an online 1:1 training session with your team members to help them make the transition to Forms Live and make transactions completely painless.

Learn all the ins-and-outs of Forms Live features, from uploading documents from your office to having them available to use in the field within minutes. Eliminating paper from the equation helps reduce transaction costs and saves time.

take a peek at our training style

digital forms training session

Training Options

If you’re new to Forms Live, or want to get the most out of all the features, we’ve curated a training package just for you, over as many sessions as needed.

Account Onboarding

Admin Kickstart

New to Forms Live or looking for a refresher course? We will guide you through how to set up your account.

Account Customisation
Customise your account, from editing account details and passwords to user addons.
Integrations
Setup integrations with your CRM, utility connections, and third-party applications.
Transactions & Subscription
View invoices of purchases, auto renew subscription feature, and how to add/edit credit cards.
Agency Logos
Customise your forms by adding your company logo on the top right hand corner of each form.
Adding Team Members
For agencies that have multiple users, we’ll show you how to add users, manage subscriptions, and user addons.
Setting up 2FA
Setup Two-Factor Authentication (2FA), a security management feature, requiring two forms of identification to access your account.

Schedule a Session today!

To ensure you get the most out of Forms Live, book in for our Personalised Team Training sessions with one of our dedicated Business Development and Implementation Managers.

Book a Session

*only available with an active Forms Live subscription.

Team Training

forms deep dive

Onboarding new team members? New tools and processes can be overwhelming. Take the pressure off and let us show them around.

Creating Forms
Create forms from start to finish, including how to setup templates.
Info Request
How to send draft forms to recipients for them to complete fields on your behalf.
Remote Signing
When you need a document to be signed by a party that is not present in the same location as you.
Sign On-Screen
Allowing you to sign your form on-screen (using a tablet device) whist you are physically present with your client.
PDF Completion
Add text, signature fields, and checkboxes to attached PDFs so you can input information directly into the document.
Printing & Downloading
Download a PDF version of a form to your local computer which can then be printed.
People working on laptops

Schedule a Session today!

To ensure you get the most out of Forms Live, book in for our Personalised Team Training sessions with one of our dedicated Business Development and Implementation Managers.

*only available with an active Forms Live subscription.