WEBForms™ 2019 – Series of “How To” Videos

Still getting familiar with the New WEBForms™? Watch the first few Quick Start videos to learn the basics. All the links below are for very specific tasks. They are separated into the following headers: Forms, Transactions, Transaction Templates, Documents, Clauses, Contacts, Checklists & Tasks, Teams/Sharing Groups, Setting Up, and Customizing your Dashboards with Widgets.

 

Quick Start

Quick Start Transaction Wizard Intro

Quick Start Transaction Wizard Step 1

Quick Start Transaction Wizard Step 2

Quick Start Transaction Wizard Step 3

Quick Start Transaction Wizard Step 4

Quick Start Transaction Wizard Step 5

Forms

Adding a New Form to a Transaction

Adding an Individual Form to a Transaction

Adding Multiple Standalone Forms to a Transaction

Changing My Form Settings

Copying a Form to Documents

Copying a Form

Creating a New Transaction from an Individual Form

Creating a New Form

Deleting a Form from a Transaction

Deleting a Standalone Form

Deleting Multiple Standalone Forms

Deleting Multiple Transaction Forms

Downloading a Standalone Form

Downloading a Blank Form

Downloading a Form from a Transaction as a ZIP File

Downloading a Standalone Form as a ZIP File

Editing a Form

Editing a Transaction Form

Emailing a Form

Emailing a Form from a Transaction

Emailing Multiple Forms

Emailing Multiple Forms from a Transaction

Faxing a form

Faxing a Form from a Transaction

Faxing Multiple Transaction Forms

Inserting a Clause into a Form

Previewing a Form

Printing a Transaction Form

Printing Multiple Forms from a Transaction

Renaming a Form

Saving Multiple Forms as a PDF from a Transaction

Transactions

Adding a Contact to a Transaction

Adding a New Call Log to a Transaction

Adding a New Form to a Transaction

Adding a Photo to a Transaction

Adding a Checklist to a Transaction

Adding Multiple Standalone Forms to a Transaction

Adding a Note to a Document in a Transaction

Applying a Template to an Existing Transaction

Archiving a Transaction

Changing My Transaction Settings

Creating a New Transaction from Individual Forms

Creating a Transaction with a Template

Deleting a Document from a Transaction

Deleting a Form from a Transaction

Deleting a Transaction

Deleting Multiple Documents from a Transaction

Deleting Multiple Transaction Forms

Downloading a Document from a Transaction as a ZIP File

Downloading a Form from a Transaction as a ZIP File

Duplicating a Transaction

Editing and Deleting a Contact in a Transaction

Editing a Transaction Form

Editing Transaction Details

Emailing a Document from a Transaction

Emailing a Form from a Transaction

Emailing Multiple Forms from a Transaction

Emailing Multiple Documents from a Transaction

Faxing a Document from a Transaction

Faxing a Form from a Transaction

Faxing Multiple Transaction Documents

Faxing Multiple Transaction Forms

Marking a Task as Complete in a Transaction

Printing a Transaction Form

Printing Multiple Forms from a Transaction

Removing a Sharing Group from a Transaction

Saving Multiple Forms as a PDF from a Transaction

Sharing a Transaction

Starting a Transaction

Uploading a Document to a Transaction

Viewing the Call Log from the Transaction View

Transaction Templates

Applying a Template to an Existing Transaction

Creating a New Transaction Template

Creating a Transaction with a Template

Deleting a Transaction Template

Editing a Transaction Template

Documents

Adding a Note to a Document in a Transaction

Changing My Document Settings

Copying a Form to Documents

Copying a Document

Creating a Folder

Deleting a Document from a Transaction

Deleting a Document

Deleting Multiple Documents from a Transaction

Downloading a Document as a ZIP File

Downloading a Document from a Transaction as a ZIP File

Emailing a Document

Emailing a Document from a Transaction

Emailing Multiple Documents

Emailing Multiple Documents from a Transaction

Faxing a Document

Faxing a Document from a Transaction

Faxing Multiple Documents

Faxing Multiple Transaction Documents

Marking up a document

Merging a Document

Moving a Document

Moving Multiple Documents

Removing a Sharing Group from a Document

Removing a Sharing Group from a Folder

Renaming a Document

Renaming a Folder

Sharing a document

Slicing a Document

Uploading a Document

Uploading a Document to a Transaction

Uploading a Document via Email

Viewing My Documents

Clauses

Adding a Clause

Creating a Clause Folder

Creating a Personal Clause

Deleting a Clause

Editing a Clause

Inserting a Clause into a Form

Moving a Clause

Previewing and Editing a Clause

Understanding Clauses

Contacts

Adding a Contact

Adding a Contact to a Transaction

Editing and Deleting a Contact

Editing and Deleting a Contact in a Transaction

Searching for a Contact

Checklists & Tasks

Adding a Checklist to a Transaction

Creating a Checklist

Creating a New Task

Deleting a Checklist

Deleting a Task

Editing a Task

Marking a Task as Complete in a Transaction

Tasks Overview

Teams/Sharing Groups

Creating a Sharing Group

Deleting a Sharing Group

Editing a Sharing Group

Removing a Sharing Group from a Document

Removing a Sharing Group from a Folder

Removing a Sharing Group from a Transaction

Sharing a document

Sharing a Transaction

Setting Up

Adding Branding to your Account

Changing My Document Settings

Changing My Fax Settings

Changing My Form Settings

Changing My Notification Settings

Changing My Transaction Settings

Creating a Custom Type

Deleting a Custom Type

Deleting a Service Provider

Editing a Custom Type

Editing a Service Provider

Removing Branding

Customizing your Dashboards with Widgets

Adding, Moving, Resizing and Removing Widgets

Using the Get Started Widget

Using the Transactions Widget