Forms Online Help

Filling In Forms

Selecting a Form

Open any form in the current file from the Select Form window.

  1. Click Select Form on the menu bar.
  2. Click a category in the upper list. The forms in that category appear in the lower list.
  3. Double-click the form you want.
  4. Create riders in the same file as the contract in a transaction. See Riders and Addenda.
The Select Form window with categories above and forms below
The Select Form window with categories above and forms below

Selecting a form does not start a new file. The form opens inside the file you already have open, so you can fill in a contract and its riders together. See Riders and Addenda.

Set your default form

The default form is the one that opens when you log in or click New.

  1. Click Settings on the menu bar.
  2. Under "Set Default Form to Display for New Files", choose a form from the list. The window shows your current default form above the list.
  3. Close the Settings window. The new default applies from the next new file.