Populate form

Table Of Contents

Learn how to populate a form in Realworks, including how to fill, edit, and save form details efficiently. Forms are online PDFs which can be easily populated.

Interactive Guide #

Click ‘Get Started’ to see how:

Step by Step Guide #

  1. In the dashboard, click the form you wish to populate.
Form selected from the dashboard, opening the form overview page.

2. Click “Edit form” to start making changes or filling in details.

Edit form button clicked, opening the form editor screen.

3. This is the edit form screen, all fields coloured light blue can be edited.

Hint: to speed up your workflow, use the TAB button to progress to the next form field, use SHIFT TAB to move back to the previous one.

Edit form screen opened, showing editable fields highlighted in blue.

4. Any words highlighted in yellow can be crossed out by clicking on them.

Highlighted field clicked, crossing out selected text on the form.

5. Once editing is complete, click Save Form to save changes and return to the Form Overview page.

Save form button clicked, saving edits and returning to the form overview.