This feature will allow an integration between REI Forms Live and Digital Proposals.
To activate the integration, each user will need to have an active Forms Live subscription.
*Note: The Forms Live integration is set up against the user account. Hence, the activation of this integration is required to be done by each individual user for their user account.
1. Navigate to the Integration tab.
2. Click on the Activate button for a particular state (VIC or NSW).
3. You will be taken to a page to enter your REI Forms Live account login details to connect your Forms Live account with your Proposals account to set up the integration:
4. Once your login is authenticated, you will be redirected back to Proposals and the REI Forms integration will show as Activated.
1. Once the integration is activated for a user account, the Forms Live integration then becomes available for an “Accepted” or “Published” proposal.
You can click on the 3 dots against an “Accepted” or “Published” proposal to add an REI Form and link to the proposal by clicking the Create Form option.
2. When you click on the Create Form option to link the proposal to an REI Form, a pop-up appears showing the following fields:
Account: The first drop-down option is to select the REI Forms Account (i.e. REINSW, Victoria etc.) that the user wants to use to create/edit the form with the proposal.
Action: To add a new form, the user will have 2 options. Either to Create New Form (Default Template) or View Existing Form(s). This is selected as a dropdown option from the action field.
Type & Template: If the user selects the Action dropdown to Create New Form (Default Template). The user will be required to select a Type and Template.
Note: (These 2 fields are not applicable if the user selects View Existing Form(s) from Action dropdown
The Type dropdown options are:
General Forms
Property Management
Sales
Commercial
Business Sales
The Template dropdown will allow the user to choose a template from their connected Forms Live account.
Form Name: The user will be required to enter a name to save the form they are creating.
Once these fields are completed, then the user will need to click the Proceed button to trigger the next action.
Clicking the Cancel button will close the pop-up and the field selections will be lost.
1. You will need to go into the Integration section from the menu and click on the Deactivate button to unlink your REI Forms account with your Proposals account.
2. You will see a confirmation pop-up with the message “Disable Forms Live - REINSW Integration?”. Click Disable.
