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New Features:

  • Enable clients to immediately sign in person.
  • Ask your client to enter information directly into a form with Request for Information.
  • Set up easy copy-paste for frequently used pieces of text using SnipText.
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Getting started and FAQs

5
  • My Agency Edge
  • Agency Set Up Overview
  • Accessing Personalised Support
  • FAQ
  • Release Notes
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Account creation

6
  • Accounts overview
  • Create your admin account for your organisation
  • Purchase a subscription to REISA Forms
  • Add team members
  • Manage permissions
  • Setting Up an Authentication Method
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Login and account management

5
  • Login
  • Password reset
  • Free trial Setup to REISA Forms
  • User profile
  • Manage your organisation
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Creating a form

7
  • Create a draft formĀ 
  • Populate form
  • Add & edit annexures and files
  • Generate a PDF preview
  • Mark a form as Ready status
  • How to create a related form
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Manage and search forms

12
  • Navigating the Dashboard
  • Search & filter forms
  • Assigning forms
  • Private forms
  • Sharing forms
  • Duplicating forms
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Signing

7
  • Electronic signatures with Livesign
  • Electronic signing workflow
  • Customise the signing order
  • Add Custom E-Signatory Pages
  • Sign In Person
  • Offline Signatures
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Notifications

1
  • Setting Up Notifications
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Templates

5
  • Create a template
  • Editing a template
  • Deleting a template
  • Make a copy of a template
  • Create a form using a template

For further assistance, contact REISA direct on 08 8366 4300 or reisa@reisa.com.au

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