How to share a form

As an agent, one important task to getting the deal done is sharing and assigning documents to be signed. Supra Transactions makes it easy to share forms with your clients or other agents.

Sharing a form with your client

Steps to share a form with a client do the following;

1. Select the form that you want to share
2. On the form summary page, select share
3. Tap on an existing client on the deal or add a new client to the deal. Note: to share the form you have to add the client to the deal.
   • To add a new client: tap on the "+" icon next to "Clients on Deal" and enter their email address. Once added you will be taken back to form share.
4. The clients you select will be highlighted at the bottom. You can give each client different permissions such as view, sign, or sign + edit. 
5. Press continue and the form has been shared!

Example of sharing a form

Sharing a form with a connection or team member

You can share with existing team members and connections or add brand new ones. 

Steps to share a form with a team or connection do the following;

1. Select the form that you want to share.
2. On the form summary page, select "share"
3. Tap on an existing team member on the deal or add a new team member to the deal. Note: to share the form you have to add them to the deal first. 
   • To add a new connection or team member: tap on the "+" icon next to "Deal Teams" and select which team the connection or team member will be on. 
     • My Connections: Add an existing connection or add a new connection by tapping the "+" icon.
     • My Team: Add an existing team member or add a new team member by tapping the "+" icon.
4. The clients you select will be highlighted at the bottom. You can give each client different permissions such as view, sign, or edit. 
5. Press continue and the form has been shared!