personalised.
training.
sessions.
Overwhelmed by technology or want to get the most out of Forms Live? We’ve got your back!
*only available with an active Forms Live subscription.
Has the thought of creating forms got you
all panic
& No disco?
We understand that technology moves pretty fast, and if you don't stop and ask for help once in a while, you could miss out on some of our awesome features!
Eliminate the overwhelm with Forms Live, the premier choice for document management application for Victorian real estate professionals.
That’s why we created Personalised Team Training Sessions - an online 1:1 training session with your team members to help them make the transition to Forms Live and make transactions completely painless.
Learn all the ins-and-outs of Forms Live features, from uploading documents from your office to having them available to use in the field within minutes. Eliminating paper from the equation helps reduce transaction costs and saves time.
take a peek at our training style
digital forms training session
Training Options
If you’re new to Forms Live, or want to get the most out of all the features, we’ve curated a training package just for you, over as many sessions as needed.
Account Onboarding
Admin Kickstart
New to Forms Live or looking for a refresher course? We will guide you through how to set up your account.
- Account Customisation
- Customise your account, from editing account details and passwords to user addons.
- Integrations
- Setup integrations with your CRM, utility connections, and third-party applications.
- Transactions & Subscription
- View invoices of purchases, auto renew subscription feature, and how to add/edit credit cards.
- Agency Logos
- Customise your forms by adding your company logo on the top right hand corner of each form.
- Adding Team Members
- For agencies that have multiple users, we’ll show you how to add users, manage subscriptions, and user addons.
- Setting up 2FA
- Setup Two-Factor Authentication (2FA), a security management feature, requiring two forms of identification to access your account.
Schedule a Session today!
To ensure you get the most out of Forms Live, book in for our Personalised Team Training sessions with one of our dedicated Business Development and Implementation Managers.
Book a Session*only available with an active Forms Live subscription.
Team Training
forms deep dive
Onboarding new team members? New tools and processes can be overwhelming. Take the pressure off and let us show them around.
- Creating Forms
- Create forms from start to finish, including how to setup templates.
- Info Request
- How to send draft forms to recipients for them to complete fields on your behalf.
- Remote Signing
- When you need a document to be signed by a party that is not present in the same location as you.
- Sign On-Screen
- Allowing you to sign your form on-screen (using a tablet device) whist you are physically present with your client.
- PDF Completion
- Add text, signature fields, and checkboxes to attached PDFs so you can input information directly into the document.
- Printing & Downloading
- Download a PDF version of a form to your local computer which can then be printed.
Schedule a Session today!
To ensure you get the most out of Forms Live, book in for our Personalised Team Training sessions with one of our dedicated Business Development and Implementation Managers.
*only available with an active Forms Live subscription.