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Deliver an Editable Form!

Deliver an Editable form to clients or co-operating agents.  Select the form and use the Email Selected form option.  When setting up the Email Send choose the option:  Send as Link and Allow recipient to make changes.

The email recipient will have online access to edit the form and you will receive notifications of any updates that the recipient makes to your online form!

Transaction – Email Forms

transaction-email-forms

To schedule a Free, Live Online Training: https://calendly.com/instanet_training

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Tips and Tricks

Keep up-to-date with our latest tips, tricks and insights into how Instanet Solutions products can help you grow and streamline your business.

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