How-to Guide

Table of Contents

1. Individual Form Functions

a. What is individual form functions?

b. Starting a new form

c. Editing an existing form

d. Copy an existing form

e. Deleting an existing form

2. Transaction Functions

a. What is transaction functions?

b. Starting a new transaction

c. Editing an existing transaction

d. Delete an existing transaction

e. Adding a form to a transaction

f. Editing a form within a transaction

g. Deleting a form within a transaction

3. Instanet Forms Toolbar

a. Print Function

b. Save Function

c. Zoom Function

d. Page Function

e. E-mail Function

f. Font Function

g. Watermark Function

h. Archive Function

4. Clause Database

a. What is the clause database?

b. Adding a new clause

c. Inserting a clause into a form

d. Editing an existing clause

e. Deleting an existing clause

5. Contact Database

a. What is the contacts database?

b. Adding a new contact

c. Inserting a contact into a transaction

d. Editing an existing contact

e. Deleting an existing contact

6. Emailing

a. What is the benefit of e-mailing forms?

b. Emailing a single form

c. Emailing a transaction

d. Opening an emailed form

7. Archiving

a. Archiving Forms

b. Importing into Desktop Software

8. Broker Management Capabilities

a. Super User Functions

b. Form Access Options

c. Remote Access Log

9. Miscellaneous

a. Kick-Starting a form

b. Printing a legal size form