Online Forms – Training Resources: Webinar, FAQ’s, and More!
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!
Did you know that CAA offers an online forms tool that allows you to do that and much more? The California Apartment Association is pleased to offer a free webinar using our online forms tool, powered by FormsRus. Countless members utilize this tool, but like any software product they are not aware of its full functionality.
This webinar will cover 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
FAQ’s from Webinar
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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
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Features of List of Forms
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New Online Forms System
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Printing Issues
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Errors
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MAC: I use a Mac
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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)
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Auto-filling forms
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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
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Videos
- Packages How-To Video Tutorial
- 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 shrink a large PDF file
- How to send a form for e-signing Video Tutorial