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Documents and Forms

  • Upload Documents From Your Computer

    1. Click on your client, transaction then Add Document. 2. Click Add Files to upload documents on your comp...

    Aug 12, 2015 04:17PM MDT
  • Delete a Document

    Please note: By deleting a document you will permanently remove the document including any filled in content o...

    Aug 13, 2015 12:18PM MDT
  • Email a Document

    Documents sent from within repree are sent as Links rather than Attachments for added security and ease of sen...

    Aug 13, 2015 12:14PM MDT
  • Track Email

    Track sent emails with the Service Report. Note: This is for Email sent, not documents sent for electronic sig...

    Aug 18, 2015 08:30PM MDT
  • Renaming A Document

    Sometimes one transaction can have several of the same type of documents. While "COMMON LAW TRANSACTION BROKER...

    Jul 18, 2014 04:01PM MDT
  • Forms: Searching and Selecting

    Searching and Selecting Search by keywords, by selecting tags or alphabetically from a list of all forms.

    Jan 19, 2017 02:27PM MST
  • Forms: Saving PDF or Editable Form

    Saving Save editable forms and PDFs back to your clients and transactions. ‚Äč

    Jan 19, 2017 02:27PM MST
  • Forms: Filling Out and Previewing

    Filling Out Forms Fill out Editable Forms with repree's dynamic forms.

    Jan 19, 2017 02:27PM MST
  • Form Groups: Creating & Sharing within your Organization!

    Use this feature to increase efficiency by creating a group of forms you would normally use for each type of t...

    Jan 19, 2017 02:27PM MST
  • Form Groups: Saving & Clearing Form Presets

    Save Preset Values! Save pre-filled content in your frequently used Editable Forms (preset values) to save ti...

    May 25, 2017 11:52AM MDT

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support@repree.com
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