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Help Guide
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Getting Started
System Requirements
Subscriptions
Subscription Options
Accredited vs Non-accredited
Renew Subscription
Auto Renew
Disabling Auto Renew
Adding Credit
Updating Saved Credit Card
Removing Saved Credit Card
Tax Invoices
Account Access
Editing Account Details
Two-Factor Authentication (2FA)
Multi-Factor Authentication (MFA)
Change Password
Reset Password
User Addons
Purchasing User Addons
Forms
Creating Forms
Using Forms
Info Request
Editing Form Name
Emailing forms
Finalising a Form
Deleting a Form
Merge Forms
Downloading and Printing a Form
Redacted Forms
Sign Here Tabs
Duplicating a Form
Searching for Forms
Adding Annexures/Special Conditions
Adding Rows to Condition Reports
New Related Form
Updating Forms
Form History
Files
Attach file
Printing/emailing form with attachment
Downloading individual attachment from form
Deleting attachment from form
PDF Completion
Snippets
Creating Snippets
Editing Snippets
Adding Snippets to Forms
Deleting Snippets
Templates
Creating a Template
Creating a Form from a Template
Deleting a Template
Creating a Template from an existing Form
Updating or editing a Template
Duplicating a Template
Reports
Report Types
Creating a Report
Payment Options
Report delivery
Company Logo
Adding a logo
Removing a logo
Users
Adding Users
Editing Users
Transferring forms from one user to another
Deleting Users
Principal Users
Electronic Signature
Electronic Signing Options
Sign on Screen
Remote Signing Setup
Remote Signing
Remote Signing Status
PDF Attachment Signing
Edit Signing Requests
Resend Signing Requests
Voiding a Remote Signing Session
Downloading DocuSigned Document, including Certificate of Completion
Signing PDF Annexures
Signature Stamping
Saving Your Signature
Inserting Agent Signatures
Connections
DocuSign
Utilities
RESO
Securexchange
Integrations
Creating a Token
APM Pricefinder
Agentbox
Ailo
Console
CoreLogic RP Data Professional
Eagle Software
Inspect Live
Inspect Real Estate
MantisProperty
Market Buy
MyDesktop
Palace
Pricefinder
PropertyMe
PropertyTree
RP Proposals
Resly
REST
Rex
Signifi
The Property Platform
VaultRE
Partners
InfoTrack
FAQ
Troubleshooting
AVG Toolbar
Resolution
iPad Login
Description
Resolution for iPad Login
Switch off Private Browsing
Adding Realworks as icon on your home screen
DocuSign Date Format
Support
The Property Platform
For more information about
The Property Platform
integration, see
their website
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