WEBForms Basics

This module is designed to familiarize new members with their primary business tools: Paragon and CREA WEBForms. This module covers basic WEBForms usage.

 

Learning objectives:

• Access and navigate WEBForms
• Configure your WEBForms settings
• Create a Transaction Template for a Sale (Buyer client)
• Find the desired forms to add to a Transaction Template
• Add standard clauses to a form in a Transaction Template
• Create a Transaction from a Transaction Template
• Edit the forms in a Transaction
• Email Transaction forms to a client
• Print and download Transaction forms
• Link WEBForms to your eSignature or Transaction Management account
• Access WEBForms help resources

 

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