How do I create a new REI form?

Overview

How do I create a new REI form?

This article covers how to create a new REI form in Reapit Sales.

1. Search and open an Open Appraisal or Listing.
2. Click green REI Forms Live button.

3. Select either a Create New Form (Default Template) or Create New Form (Custom Template) option from the Action drop-down:

Option 1: For a Standard REI Form, select Create New Form (Default Template):

Complete the rest of the fields as below:

• Type: Property Management Form, Commercial Sales Form or Commercial Property Management Form.
• Template: Select the required template from the Template drop-down.
• Form Name: Enter a name to save the form you are creating.
• Option: Merge & Edit Form, or Merge & Download Form PDF.

Option 2: For a Custom Form select Create New Form (Custom Template):

Complete the rest of the fields as below:

• Template: Select the required template from the Template drop-down.
• Form Name: Enter a name to save the form you are creating.
• Option: Merge & Edit Form, or Merge & Download Form PDF.

4. Once this is finished, complete the process by clicking ok.

Note: If you select to Merge & Edit in the Option drop-down you will be taken to REI Forms Live to make additions and changes to the form.

If you select Download Form to PDF it will automatically download a copy of the form which you will not be able to edit.