Create a form

Note: this is only available to agents with Mevi Smart Contract as part of their plan Learn More

Creating a form is simple when using Mevi Smart Contract technology. With just a few clicks, our intuitive technology guides you through creating offers and other state-approved forms and disclosures. Plus, documents can be managed and signed from any device, saving you valuable time. Below is a quick guide to show you how to do it.

 

Create a form

Using Mevi Smart Contract technology

Upload a PDF

Reviewing a form

Editing Fields on a locked form

Sharing a form with a client

Sharing a form with a Connection or Team

Assigning/Enabling Signatures

 

Steps to creating a new form

• On the deal detail page, tap on the "+" next to Forms.
• From the list of documents, select the form you wish to create.
• Use Mevi Smart Contract to fill in the form or upload your own PDF.

Example of adding a form to a deal

 

Upload a PDF

• Select the form template you want to upload by clicking on the "PDF" icon on the far right
• Select upload PDF in the modal and select the desired PDF file
• Once uploaded, select the form status of "Saved, Locked, Executed, Expired"
  • Note: if you upload the purchase contract and select a status of Executed the following occurrences happen:
    • You will need to fill in the date of the contract, buyer names, and seller names
    • Once saved the deal will automatically switch to a status of under contract

Example of uploading a pdf file

 

Uploading a new version of a PDF

• To upload a new version of a PDF that is not executed, select "Upload New Version" in the 3-dot menu on the form detail page.
• Mevi will track a version history on the form detail page

 

Example of uploading a new version

 

Using Mevi Smart Contracts

• If you select "Mevi Smart Contract" to fill in your form, you will complete the form using our form template. 
• Enter the data for each field.
• Once completed you will be able to view the completed form in smart review mode.

Example of using Mevi Smart Contract technology

Reviewing the form

There are few ways to view the form;

• Mevi Smart Review
• Contract View

On the deal detail page click of the form card and open the form summary page. Then;

• Tap on the 3-dot action menu on the top right corner to select;
• Review, View Form, View Form (PDF).

• You can also click on the "Review" button on the form summary page to open the Mevi Smart View.
• Toggle between views using the toolbar;

Example of toggling between form views

Mevi Smart View

Using Mevi Smart View is great for reading through the form on any device. The form is broken down into sections to easily read through.

Mevi Smart View Example

 

Contract View

This is a great way for you to see the full form with all the fields in place without having to download a PDF copy.

 

To download the PDF, you can do so by tapping the PDF icon and downloading the pdf.

Example of downloading a PDF

 

Sharing a form with your client

Share the form with a client that you are already have connected with or add a brand new client.

Steps to share a form with a client do the following;

1. Select the form that you want to share
2. On the form summary page, select share
3. Tap on an existing client on the deal or add a new client to the deal. Note: to share the form you have to add the client to the deal.
   • To add a new client: tap on the "+" icon next to "Clients on Deal" and enter their email address. Once added then you will be taking back to form share.
4. The clients you select will be highlighted at the bottom. You can give each client different permissions such as view, sign, or sign + edit. 
5. Press continue and the form has been shared!

Example of sharing a form

 

Sharing a form with a connection or team member

You can share with existing team members and connections or add brand new ones. 

Steps to share a form with a team or connection do the following;

1. Select the form that you want to share.
2. On the form summary page, select "share"
3. Tap on an existing team member on the deal or add a new team member to the deal. Note: to share the form you have to add them to the deal first. 
   • To add a new connection or team member: tap on the "+" icon next to "Deal Teams" and select which team the connection or team member will be on. 
     • My Connections: Add an existing connection or add a new connection by tapping the "+" icon.
     • My Team: Add an existing team member or add a new team member by tapping the "+" icon.
4. The clients you select will be highlighted at the bottom. You can give each client different permissions such as view, sign, or edit. 
5. Press continue and the form has been shared!

Example of sharing a form with a team member

 

Assigning/Enabling Signatures

If you are ready for your client to sign the offer and you have not already enabled them to sign it. Simply follow these steps:

1. Open up form summary page
2. Click on the "share" button
3. On the client card click on the dropdown to open the menu and select "Sign"
4. Click save and off it goes! They will be notified to sign the document and you will receive a notification once they signed it

Example of enabling signing to a client on a form

 

Editing fields on a locked form

If you are the creator of the form or have been given "Edit + Sign" permission you are able to unlock the form and edit the form. 

To edit the form follow these steps:

1. On the form summary page, tap on the action menu and tap "Edit"
2. The contract is locked, you will then receive a prompt to unlock the form which means all signatures will be removed. 
3. Make the changes using the dynamic template
4. Press Save and re-share with the parties who need to sign.

Example of editing a form