Getting started and FAQs – REISA Forms Help

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Getting started and FAQs

Agency Set Up Overview
Accessing Personalised Support
FAQ
Release Notes

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

Login and account management

Login
Password reset
User profile
Manage your organisation

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

Manage and search forms

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

Signing

Electronic signatures with Livesign
Electronic signing workflow
Offline Signatures
Signing on glass

Notifications

Setting Up Notifications

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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Getting started and FAQs

Getting started and FAQs

Agency Set Up Overview
Accessing Personalised Support
FAQ
Release Notes

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