Use one file per transaction
Prepare a rider or addendum inside the same file as the contract it belongs to. With the contract open, click Select Form and choose the rider. Do not click New.
Keeping related forms in one file gives you:
- Automatic transfer of entries. Some common entries, such as the parties' names, the street address and the legal description entered in the contract, appear in the rider.
- One PDF or several. Generate a combined PDF of the contract and its riders, or separate PDFs for each form.
- Fewer mistakes. You do not retype the same entries into separate files.
Automatic transfer of entries
Some entries are needed in more than one form of a transaction. Where a form set supports it, Alta Star Forms Online copies those entries into the matching fields of other forms in the same file. The transfer is automatic. You do not link or set anything up.
Note: Automatic transfer is available in some form sets, not all. If an entry does not carry across, fill it in on the second form.
Multi-page addendum
Some form sets include a Multi-Page Addendum to Contract for longer text.
- Click Select Form.
- Click the Miscellaneous Addenda category in the upper list.
- Double-click Multi-Page Addendum in the lower list.
You can enter more than one page of text.