
WEBFORMS FAQ
01
How Do I Connect My DocuSign Account to Webforms?
1) Log in to WEBForms. 2) In the left side-bar, select the Apps Store 3) You should see a box called DocuSign. Click on the green Link button 4) You will be prompted to login to your DocuSign account. 5) You should now see the option to send Documents to DocuSign under third party vendors after putting your forms in the shopping basket
02
How Do I Create A Transaction?
1) Log into WEBForms. Click on the Dashboard icon in the Sidebar, then click the Create Transaction widget in the Member Dashboard 2) OR Click the Transaction icon in the Sidebar, then click Add in the Transactions window. 3) Enter a name, select a template if desired, and import the MLS System data by entering the MLS number. Click Create. 4) Add Address information, Property information, Listing information, Purchase information. Click Next 5) Add in as much information as possible in the following areas: Transaction Dates, Mortgage Dates, Click Next 6) Click Add to add a contact to the transaction. You can add existing contacts or a completely new one. Click Next 7) Navigate to the form(s) you want. Select the forms; they will be added to your basket. Click Add Click Next 8) The documents associated with the transaction are displayed. Click Add to add additional documents by upload, drag and drop, or selecting from the Documents folder. Click Done
03
How Do I Create Custom Clauses?
1) Log into WEBForms. Click the hamburger button in the top-left corner to expand the menu bar. 2) Select the Setup button with the gears symbol. 3) Select Clauses then select Personal Clauses From here you can add a new Clause by pressing the Add button.
04
What If I Just Want To Print One Form?
If you would like to print just one form instead of creating an entire Transaction, just follow the following steps: 1) Log into WEBForms. Click the menu button in the top-left corner to expand the menu bar. 2) Select Forms
