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Getting started and FAQs

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

  • 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

  • Login
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  • User profile
  • Manage your organisation
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Creating a form

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

  • Navigating the Dashboard
  • Search & filter forms
  • Assigning forms
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  • Sharing forms
  • Duplicating forms
  • Voiding and deleting forms
  • Renaming forms
  • Downloading forms
  • Mark a form as Ready status
  • Form statuses
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Signing

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

  • Setting Up Notifications
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Templates

  • Create a template
  • Editing a template
  • Deleting a template
  • Make a copy of a template
  • Create a form using a template
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Account creation

  • 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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