Groups of Forms

What a Forms Group is

A Forms Group is a named list of forms you normally use together, for example a "Condo Contract" group holding a Contract, Condo Rider, Lead-Based Paint Addendum and Mold Inspection Addendum. Selecting the group adds all of its forms to your current transaction in one step. It also serves as a reminder of which forms a type of transaction needs.

A group holds only the list of forms. It never holds your entries. Entries live in the file you save as usual. A group is saved separately and can be reused with any file.

A sample group, "Condo Contract Sample", is included. Change it or delete it to suit your work.

Create a group

1. Build the transaction you want to save as a group: open each form with Select Form and make an entry, or use the Transaction window to check forms under All forms and click Set transaction. See Transaction History.
2. Click PDF/Esign.
3. Choose Select from Form Group. The "Current transaction:" list shows the forms that will go into the group.
4. Enter a name under "New Form Group Name".
5. Click Create Forms Group from Current Transaction.

Use a group

1. Click PDF/Esign.
2. Choose Select from Form Group.
3. Click the group under "Select existing Form Group". Its forms appear under "Forms in selected group".
4. Click Use selected form group. The forms are added to your current transaction.

Open any of the forms with Select Form to fill it in, and generate the PDF from Current transaction as usual.

Change or delete a group

• Replace selected group with current transaction rewrites the selected group with the forms in the current transaction.
• Delete selected Forms Group (permanent) removes the group. It does not touch your files or entries.