Custom Forms Editor

Rentec Direct Pro and PM subscribers can use the Forms Editor to create custom documents that use data fields to automatically pull in information from your account.

Data fields can auto-fill details such as:

• Tenant details
  • Name, lease, rent status, security deposit, portal and mobile app links
• Property details
  • Address, Manager info, Custom fields
• Electronic signature and initial fields

This helps you create a form that auto-populates individuals' data, generating accurate, consistent forms without manually entering information each time.

Recommended Browser

For the best experience, use:

• Google Chrome
• Mozilla Firefox

Internet Explorer is typically not recommended for this tool.

How to Use the Form Editor

Customizing forms is simple and helps you quickly create notices, agreements, and other documents. 

In your Rentec Direct account: 

1. Click Settings
2. Under Program, click on Forms
3. Click on the form to view in Edit Mode
4. Enter a Name for the form
5. Select a Group, or click + to create a new one
6. Choose Letter or Legal size
7. Use the toolbar to add:
   1. Data fields
   2. Signature lines
   3. Other customization tools
8. Click Preview to review your form
9. Make any needed changes
10. Click Save Form

How Data Fields Work

Data fields automatically pull information from your Rentec Direct account and insert it into your form.

For example:

• A tenant name field will automatically display the selected tenant's name
• A property field will insert the correct property address

This ensures your forms stay accurate and consistent without manual updates.

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.

Learn how easy it is to Send Forms as notices or for signature in Rentec Direct.