Custom Forms Editor

Rentec Direct Pro and PM subscribers can use the Forms Editor to create a document with data fields that will automatically pull relevant tenant, property, owner, and vendor information and automatically input them into the form for you.

System Note: Mozilla FireFox and Google Chrome are recommended when using this tool vs Internet Explorer

How to Use the Form Editor

Customizing forms is an easy and useful tool in your property management software. 

In your Rentec Direct account: 

1. Click on Settings
2. Under Program, click on Forms
3. Click on:
   1. Form Templates to use a customizable template
   2. +Add Form to create a new form or Import a form you may be currently using
4. Enter a Name for the form
5. Click in the content area and begin typing or pasting information that may have been copied from another form to create a document
6. To insert Data Fields where you want specific tenant, property, owner, or vendor information to auto-populate:
   1. Click on the form where the data is to be added

   2. Click the Data Fields dropdown to select the information to be added

      Pro Tip: The software provides common property management data fields. To add additional custom data fields follow the instructions here: Custom Fields

7. Click on the Group dropdown to change the form from a draft to a usable form type
8. Click on Save Form

Learn how easy it is to Send Forms as notices or requiring signatures from Rentec Direct property management software.

Data Fields and How They Appear

When you select a data field to add to the body of your message, the system automatically inserts those values into the form. 

In this before and after example, you can see the data fields as they are set in the message template or form and how the data auto-populates.

Tips: 

• Require a tenant or signers initials in a form by adding the Initials data-field where it is required
• Easily create a Page Break to help you control exactly where your form content will skip to the next page by inserting a Page Break data field.
• While creating forms, use the Preview Button to view how the form will look with sample data. The Preview option is available on desktops when the browser size is maximized. You can also preview a form by creating a sample Tenant and choosing Forms on their Tenant Menu.