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Agency Set Up Overview
Accessing Personalised Support
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Account creation

Accounts overview
Add team members
Create your admin account for your organisation
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Purchase a subscription to REISA Forms
Setting Up an Authentication Method

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Login and account management

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Creating a form

Add & edit annexures and files
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How to create a related form
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Manage and search forms

Assigning forms
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Duplicating forms
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Mark a form as Ready status
Navigating the Dashboard
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SnipText
Voiding and deleting forms

Signing

Add Custom E-Signatory Pages
Customise the signing order
Electronic signatures with Livesign
Electronic signing workflow
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Offline Signatures
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Notifications

Setting Up Notifications

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Templates

Create a form using a template
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Editing a template
Make a copy of a template

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Manage and search forms

Manage and search forms

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

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