How to Setup REI Forms & ADL Forms Integration

How to Setup REI Forms & ADL Forms Integration

This article will run through how to set up REI Forms Integration within Reapit Lettings.

This includes:

• Setting Up Form Integrations
• REI / Forms Live
• ADL Forms

Setting up Form Integrations

This is a Diamond level users process.

1. Click on Settings.
2. Click on General.
3. Click on Forms Integration.

REI / Forms Live

PLEASE NOTE: REI/Forms Live integration is not available in ACT and WA.

1. Select the Forms Live Tab.
2. Click Connect Account and enter your REI/Forms Live Username, Password and select your state/territory.

OR

1. Enter your REI/Forms Live token and hit Save.

ADL Forms

1. Select the ADL Forms tab.
2. Click on Enable ADL Forms.
3. Create a template directly from ADL. (Ensure the template is in the default template location)
4. Enter a Template Name in the default template location.
5. To create a separate template for specific Team Members, Select the Staff Member from the dropdown enter a Template Name.
6. Click on Save.

Once the template has been created, you will be able to populate your form directly from the lead, under the REI/ADL Forms tab.