(WEBForms) How to create a transaction

Step 1: From the member dashboard click on "Create a Transaction"

Step 2: Fill out the information.

Step 3: In this example, I'm doing a transaction for a detached home listing for a client and I'm importing the data from a MLS number. 

Step 4: Go through the transaction wizard and fill out the information. Click on "Next" when you are done with that section. Some fields might already be populated as it was imported from the MLS number we entered in the previous step.

NOTE: The information that you enter here will auto populate onto the forms in the transaction.

Step 5: Fill out the applicable information and click "Next"

Step 6: This information should be auto filled from the data import if not there is an "Add" button if you require any additional contacts to be added. Click "Next' once done. 

Step 7: This section is where you add in your required forms for this transaction. Click on the "Add"

Step 8: Using the search bar on the top right. Type in the name of the form and the system will match it to the form that has the keyword in the title. Check it off and continue to add forms until you are satisfied. The basket icon tells you the number of forms that you have checked off to be added. Click "Add" once you are done. 

Step 9: Fill out this section with any application information. Click "Done" to complete the transaction wizard. 

Step 10: The transaction should look like this once completed. If you need to go back to any of the sections you can click on the arrow on the top right and it should pop up the right side bar as shown. The sections will all be in there. 

Step 11: To locate all your transactions click on the "House" icon on the right side bar and they should show up like so.