Setting up Agency Defaults in Reapit Forms

Defaults are documents, links, special conditions, or repairers that can be added to save time when creating and sending forms from the system.  This article will cover creating agency defaults in Reapit Forms.

1. Once signed in, navigate to the settings icon and click Defaults. 
 

2. When entering Defaults, it will show the Documents tab first. To attach a default document, select Upload New.
 

3. Tick the box if you would like to include the newly uploaded file as a default attachment in all outgoing agreements. Drag and drop the file in, or use the Browse files option. The documents will be displayed below once uploaded. Click Add Document to save the file.

4. Confirmation of the document being uploaded will appear at the top of the page. 
 

5. Selecting the three dots to the right of the document will allow you to download a copy of the file or delete it.

6. The Links tab enables you to include reference links that will be visible to recipients in the email accompanying the agreement. To create a new default link, click Add New. 
 

7. Click the box if you would like the new link to be added by default to all agreements. Enter the Title for the link and the URL. Click Add Link to save.

8. Confirmation of the link being successfully added will appear.

9. Selecting the three dots to the right of the link will allow you to edit the link details or delete it. 

10. The Special Conditions tab is used for pre-defined clauses for the General Tenancy Agreement. You can choose to include them by default or leave them as optional sections. To proceed, select Create New.  

Note: Special Conditions supports plain text only. Rich text formatting—such as indents, bullet points, or styled elements is not available.

11. Enter the Title Name, tick to add by default to all agreements, 

12. Confirmation of the Special Condition being added will appear.

13. Selecting the three dots to the right of the special condition will allow you to edit the condition details or delete them.

14. The Repairers tab allows for pre-defined maintenance contacts to be included on new agreements as default. To add a new repairer, click Add New.

15. Enter the Type of repairer (plumber, electrician, other), business name, contact name, phone, and mobile number. Click if you wish to add by default to all agreements. Click Add Repairer.  

Note: Fields with * are mandatory fields. 

16. Confirmation of the repairer being successfully added will appear.

17. Multiple repairers can be configured for each repair type. When creating an agreement, users will have the option to select the most appropriate repairer from the available list.
 

18. Selecting the three dots to the right of the repairer will allow you to edit the repairers details or delete them.