Form Packs

Form Packs are used to create collections of forms that are printed for specific deal types. Some examples of form packs you might want to have:

• Cash
• Cash w/ Co-Buyer
• Financed
• Financed w/ Co-Buyer
• Out of State

Creating Form Packs

Navigate to Manage > Form Packs and then create a form pack by clicking the Add Form Pack button. Once your form pack is created, you can edit to copy an existing form pack, add forms, and more!

Editing Form Packs

Edit your form pack to change the forms that get added to a deal when you select it from the dropdown.

Adding Forms

You can add forms using the Add Form search box on the left-hand side of the screen. Feel free to click View All Forms to see the entire forms library.

Copy Form Pack

In the Copy Form Pack dropdown you can select another form pack to copy over. This allows you to build on other form packs you've created and customize new ones more easily.

Reorder

If you want to change the order of your forms, just use the hamburger icon on the left-hand side of each form.

Previewing Forms

If you want to preview a form, click the eye icon next to it. This will generate a PDF preview with SAMPLE written over it.

Deleting Form Packs

You can delete form packs by clicking on the small, red "x" button in the far right corner of the main form packs screen.