New 2017 Forms Released; Update Your Templates

ALL AGENTS and BROKERS who use Instanet templates should update the Residential O & A and Exclusive Right to Sell forms immediately!

There are other forms besides the O&A and Listing Contract that have changed as of January 2017! For a complete list click here for the 2017 Reno/Sparks Association of Realtors Form Updates Guide. If you use any of the forms mentioned in RSAR’s Updates Guide in your templates, you will need to update them. Your templates will not work until you update them!

Why you need to update your templates:
If you have a template with an old form in it, and you apply that template to a new  transaction, the old form will not appear in the new transaction’s form list. It is effectively “locked” away inside the template, never to be released again. You must delete it from the template and add the new form.

It’s easy to do…let’s see how:

These are instructions on how to update a template in Instanet. The actual forms shown in this article are not necessarily the forms you will have to add to your templates for the January 2017 form update.

1. Click on the SETUP gear icon on the left side of your screen, then click on TRANSACTION TEMPLATES:
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2. Click the three stacked dots that correspond to the template you need to edit and click Edit: 2b

3. You’ll easily locate the out-of-date form by looking for the message: This form has been disabled.
forms-disabled4. Click the three stacked dots that correspond to the disabled form and click Delete:

5. When you see the message “Are you sure you wish to delete this item?” click Yes. Repeat this process for the the next form. Are you sure you want to delete

6. Now add the New form, or forms, by clicking the Plus Mark that corresponds to the Forms section of your template:
7. Click the folder that matches the type of transaction your template is made for:forms folders
Make sure you’re adding the correct form for the type of transaction; Selling=Buyer, Listing=Seller, Owner and Tenant=Property Management

 

 

8. Click the round check boxes that correspond to the Forms you want to add and the and click the Add button:

9. OPTIONAL: If desired, click and drag with your mouse, the new forms into your preferred order. (This is only if you want the forms to be in a different order than they already appear)

That’s it! Your template is now saved, (there’s no “save” button when updating templates), and can be used effectively again!

template-with-new-duties

 

 

 

 

 

 

 

 

 

PLEASE NOTE: You don’t need to make new templates; just update your existing templates! The 2017 Forms Guide has all of the information you need to find out about the new forms. Please contact RSAR at 775-823-8838 or info@rsar.net for more information on these form changes.

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