Looking to Make Your Forms Easier?
Save time, money, & increase accuracy all in one place!
- Have you ever wanted to auto-fill your CAA forms with data about your property or your resident?
- How much time could you save having forms that are all auto-filled?
- Save all files to one document storage area
- Have your forms electronically signed (10 free signatures per month are included)
- Have a record of every email sent, signature received, fax delivered!
If you’re not already using online forms, call CAA at 800.967.4222 to establish your account and receive your login information.
We are pleased to offer this free training webinar on using our online forms tool, powered by FormsRus.
This webinar covers topics such as:
- How to build your own online lease package
- How to add or edit property and resident data
- Autofill features that make creating your lease package as easy as 1-2-3
- How to email, print, fax or even submit your forms for electronic signature
- How to set up your document library so you can reduce your need for paper files
Frequently Asked Questions
Features of Saved Forms
- How to Move forms
- How to use Digital Signatures
- How to fax forms using UFAX.NET
- How to Save as a PDF file!
- How to Export Form Data.
- How to Delete Saved Forms!
- How to Rename Forms and Files
- How to Copy forms
- How to Upload a Document
- How do I allow my Clients to upload Documents to my Folders?
- Saved Forms and Options Video Tutorial
- How to send a form for e-signing Video Tutorial
- Syncing with Google Drive.
- The New Folders Page
- How to Edit a PDF
Features of List of Forms
- Client Profile & Auto-fill Explanation
- Creating and Using Clients Video Tutorial (New DCM System)
- Creating and Using Clients Video Tutorial (Standard)
- Opening and Saving Forms Video Tutorial
- The Forms Wizard
- The Client Fill Option
New Online Forms System
- New Online Forms System
- Cutting, Copying, and Pasting in the New System
- Printing a Landscape-Oriented Form
- MAC- Printing Problems
- Printing Problems
- MAC – When I print from Safari I get extra pages.
- How to change the Online Forms Editor
- How to Add and Edit Clauses
- How to Use Clauses in a Form
Emailing Forms
Printing Issues
Why does the form get cut off or seem too small?
Errors
MAC: I use a Mac
Tutorials
- Packages How-To Video Tutorial
- How do I E-Mail a Form(s)
- How do I SAVE a form?
- How to use Getting started overview
- How to Delete Saved Forms!
- Client Profile & Auto-fill Explanation
- Creating and Using Clients Video Tutorial (New DCM System)
- Creating and Using Clients Video Tutorial (Standard)
- Opening and Saving Forms Video Tutorial
- Saved Forms and Options Video Tutorial
- How to import Clients (Realtor)
Auto-filling forms
- Client Profile & Auto-fill Explanation
- Creating and Using Clients Video Tutorial (New DCM System)
- Creating and Using Clients Video Tutorial (Standard)
- The Forms Wizard
Digital Signatures
- How to use Digital Signatures
- The Customized Forms Signing Locations
- How to View Signed Documents
- How to Set Up a Second Signer/Send Forms to 2 People Who Share an Email Address
- How to Resend a Signature Request Manually
- How to Retrieve a Signed Document
- How to View/Save the Certificate of Authenticity
- Signing Request emails are NOT received by my clients!
- How to send a form for e-signing Video Tutorial
- How to Personalize Your Settleware e-signing Room
- What should I use for a Request Title
- How do Change/Correct an Email Address
Videos