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Commercial AndResidential Reports

Learn how to protect clients as well as yourself with Commercial and Residential Reports on Forms Live with our Commercial & Residential Reports

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Attach PDFs Ready For Signatures

A guide to attaching PDFs to forms on Forms Live, adding editable fields and checkboxes, as well as preparing those attachments for signatures, so they can be signed during the electronic signature process.

Two-Factor Authentication

Two-Factor (2FA) is an identity and access management security method that requires two forms of identification to access your Forms Live account. Our ongoing mission is to further strengthen our systems, we’ve introduced Two-Factor Authentication to Forms Live!

Info Request

Info Request is a new feature, only available on select forms, that enables you to send incomplete forms to clients and have them complete fields on your behalf, learn how you can request information from clients in the video above.