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Video instructions and help with filling out and completing Dd 1750

Instructions and Help about Dd 1750

True" Hey guys, this is Leah with Scott Laurie Marketing. In today's tip video, I want to talk about a new feature that allows you to apply form templates to your forms. Actually, when you are adding the forms to your room. Uh, so pretty recently, in the last maybe a couple of months, KWRI and released the ability for you guys to be able to pre-fill in your board forums. Your interactive forms save that as templates and then add them to your room. Previously, you could only apply those to forms that were already in your room. But now you can actually apply those templates to your room when you're pulling the forms in initially. So, I'm going to take you through creating the form templates and then pulling that into your room. The different ways you could do that. So, the first thing we'll want to do is actually go up to the My Docs section of your account. If you're not already, make sure you're logged into realestate.com. And just to note, you will want to make sure that you created your transaction initially from Command by creating an opportunity first and clicking start a transaction from there to create your room. Okay, you'll want that. You'll want to do it in those steps to make sure that the two linked all right. And I'll include a 20-minute overview on how to do that on how to link your and Command account in the description of the YouTube video below. So, feel free to check that out if you are new to Command with. So again, the first thing we're doing is clicking on the My Docs section on the very top menu. And this section there's a brand new tab, again the last couple months...