Back to Help Center

Uploading and Managing Forms in a Deal

Uploading forms to a deal in Supra Transaction Management is a straightforward process that allows you to add, review, and share documents efficiently. This guide covers how to upload a PDF form, assign its status, review it, and share it with clients or team members.

Overview

The Forms feature enables you to:

  • Upload PDF forms to a deal and assign their status.
  • Review forms in user-friendly formats like Smart View or Contract View.
  • Share forms with clients, team members, or connections with specific permissions.

Uploading a Form to a Deal

Steps

  1. Navigate to the Deal Details page for the relevant deal.
  2. Tap the + icon next to the Forms section.
  3. Select the desired form from the Document List.
  4. Choose Upload a PDF and select the PDF file from your device.
  5. Assign a status to the form:
    • New: The form has no signatures.
    • Locked: At least one signature is present.
    • Executed: Fully signed by all parties involved.
  6. Save the form.

Visual Guide: Upload Form Example.gif

  • Uploading a Form to a Deal.gif

Reviewing a Form

Viewing Options

  1. On the Deal Details page, tap the form card to open the Form Summary page.
  2. Choose a viewing method:
    • Tap the 3-dot Action Menu and select Review, View Form, or View Form (PDF).
    • Tap the Review button on the Form Summary page to open Smart View.
  3. Toggle between Smart View and Contract View using the toolbar.

Smart View

  • Displays the form in a mobile-friendly, sectioned format.
  • Ideal for quick reviews on any device.

Visual Guide: Smart View Example.gif

Smart View.gif

Contract View

  • Shows the full form with all fields populated, resembling the final document.
  • Eliminates the need to download a PDF for a complete view.

Visual Guide: Contract View Example.gif

Contract View.gif

 

Downloading a PDF

  1. On the Form Summary page, tap the PDF icon.
  2. Download the PDF file.

Visual Guide: Download PDF Example.gif

Download a PDF.gif

Sharing a Form with a Client

Steps

  1. On the Form Summary page, tap Share.
  2. Select an existing client or add a new one:
    • Tap the + icon next to Clients on Deal.
    • Enter the client’s email address to invite them to the deal.
  3. Assign permissions for each client: View, Sign, or Sign + Edit.
  4. Tap Continue to share the form.
    Clients will receive an email notification.

Visual Guide: Share Form with Client Example.gif

Sharing a Form with a Client.gif

Sharing a Form with a Team Member or Connection

Steps

  1. On the Form Summary page, tap Share.
  2. Select an existing team member or connection or add a new one:
    • Tap the + icon next to Deal Teams.
    • Choose My Team or My Connections.
    • Add an existing member/connection or invite a new one by entering their email.
  3. Assign permissions: View, Sign, or Edit.
  4. Tap Continue to share the form.

Visual Guide: Share Form with Team Example.gif

Sharing a Form with a Team Member.gif

Tips

  • Ensure the uploaded PDF is clear and properly formatted to avoid issues.
  • Assign the correct form status to reflect its signing progress accurately.
  • Verify client and team member emails before sharing to prevent delays.

Troubleshooting

  • Form not uploading? Check that the PDF is not corrupted and is in a supported format.
  • Client can’t view the form? Confirm they’ve been added to the deal and have the correct permissions.
  • Form status incorrect? Update the status on the Form Summary page via the 3-dot Action Menu.

Related Articles