Setting Up Your Profile in Reapit Forms

Overview

Your Reapit Forms profile holds the personal details that appear on documents you prepare — your name, contact details, licence number and signature. Completing it before sending your first form avoids re-keying these details on every document. This article covers:

• Opening your profile
• Completing your personal details
• Adding your licence details
• Creating your signature

Opening your profile

1. Sign in to Reapit Forms.
2. Select your initials in the top-right corner, then My Profile.

Completing your personal details

1. Confirm your full name is spelled exactly as it should appear on legal documents.
2. Enter your direct phone number and check your email address. These appear in the agent details section of most forms.
3. Select Save.

Note: Your email address is also your sign-in name. If it needs to change, ask your office administrator to update it under user management rather than editing it here.

Adding your licence details

1. In the Licence section, enter your licence or registration number and select your licence class.
2. Enter the expiry date. Reapit Forms reminds you by email 30 days before expiry.
3. Select Save. Your licence number now pre-fills on forms that require it, such as sales agency agreements.

Creating your signature

Your saved signature is used when you counter-sign documents:

1. In the Signature section, select Create signature.
2. Choose one of the following:
   • Draw — sign with your mouse, trackpad or finger on a touch screen.
   • Type — type your name and choose a signature style.
   • Upload — upload an image of your handwritten signature (PNG with a transparent background works best).
3. Select Save signature. A preview shows how it will appear on documents.

Tip: Set aside five minutes to complete every section in one sitting. A complete profile means forms pre-fill correctly and nothing bounces back for missing agent details.