getting-started

Getting started

6

Activate your new Realworks Account
Getting Started in Realworks
Navigating the Dashboard
Pricing
Setting up an account as a new user
Support

Groups-150x150-1

Account and admin

8

Adding, updating and removing credit cards
Downloading invoices
Invite team members
Manage Team Permissions
Manage your Realworks subscription
Remove team members
Set up org wide signing notifications
Updating your personal details

Savings-account

Login and authentication

4

Change multifactor authentication or your password
Login to Realworks
Reset Password
Understand Authentication Methods

Creating a form

7

Add and edit annexures and files
Create a draft form
Create a related form
Form Statuses
Generate a PDF preview
Populate form
Send a Request for Information

Manage and search forms

10

Downloading forms
Downloading individual form attachment
Duplicating forms
Finalise a Form
Private forms
Renaming forms
Search and Filter Forms
Sharing Forms
Transfer a form to another user
Voiding and deleting forms

Signing

8

Add Custom E-Signatory Pages
Electronic Signatures
Monitor and change signing requests
Offline Signatures
Send a contract for electronic signing
Sign a contract as a recipient
Sign In Person
Signature stamping

Templates

4

Create a form using a template
Create a new template
Edit, Duplicate, Share and Delete Templates
SnipText

Integrations

10

Docusign
First AML
Getting started with integrations
Livesign
PEXA Clear
Property Tree
PropertyMe
Reapit PM (Console Cloud)
Reapit Sales (Agentbox)
Vault RE

Other

5

Accredited v non-accredited status
Add realworks to Apple device home screen
Frequently Asked Questions
Securexchange
System requirements

Home
Realworks Help
Manage and search forms

Manage and search forms

Search and Filter Forms
Sharing Forms
Private forms
Duplicating forms
Voiding and deleting forms
Renaming forms
Downloading forms
Downloading individual form attachment
Transfer a form to another user
Finalise a Form

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