Forms

Forms

 

Access Instanet Forms

 

Transition Steps to Form Simplicity

 

Click Here for the Introduction Message from President Tracy Kasper


STEP ONE: Log into the System

 

Click here for first time log-in instructions  

 

*Please note: you will not see any of your forms libraries. We are transitioning in stages. This is to allow for time to transfer your transactions to the new system.


STEP TWO: Archiving in Instanet


Step two in the forms transition process, is to archive your files from Instanet. Below are videos (with audio) and written instructions of the process in the different Instanet formats. It is recommended that you archive from either the PRO or LITE versions of Instanet and not the new Instanet dashboard.


***This is ONLY for archiving in Instanet***


How to Switch from the NEW Instanet Platform to Instanet PRO


Click here for the Switch from Instanet New to Instanet PRO instructional video​​​


  1. On the dashboard, click the three green bars in the upper left hand corner
  2. A bar will open on the left side of the screen, scroll down and click "SWITCH"


How to Archive in Instanet PRO


Click here for the Instanet PRO Archive instructional video​​​


  1. Select "Work with an Existing Transaction"
  2. Find and select files ready to be closed and archived
  3. In the "I would like to" box, select "archive selected transactions"
  4. Documents will be archived and put on the 1st page (click page 1)
  5. Click the document
  6. In the "documents" hub, click "edit"
  7. Document is at the top labeled "archive", click the download arrow
  8. (windows 10 users) Document opens in a new tab, click upper right corner download arrow


How to Archive in Instanet LITE


Click here for the Instanet LITE Archive instructional video​​​


  1. Click the "Transactions" Button
  2. Find and select files ready to be archived
  3. In the "I would like to" box, select "archive selected transactions"
  4. It may take a couple minutes, then documents will be put on the 1st page (click page 1)
  5. Click the new document on page 1
  6. Click the "documents" tab at the top
  7. Document is the first file on top labeled "archive"
  8. Click the download arrow to the right of "archive"
  9. (windows 10) A new page will open, click the download arrow in the upper right corner


How to Switch from Instanet PRO to Instanet LITE and Vice Versa


Click here for the Switch from Instanet PRO to Instanet LITE instructional video​​​


  1. Click the Instanet PRO or Instanet LITE button on the upper right hand side of the window


How to Open Archived Files that were Downloaded to View Specific Documents

Click here for the opening archived files instructional video

  1. Open downloaded archive file
  2. Right click on the file and open with Adobe Acrobat Reader
  3. Locate the "Click to open package" bar in the document and click it
  4. Double click the document you are looking for in the (newly opened) left panel
  5. The document will appear in the main display section. Save, send, print etc. from here.


STEP THREE: Uploading and/or Emailing Files 

into a Form Simplicity Active Transaction

Click here for instructions on uploading and/or emailing documents into Form Simplicity


STEP FOUR: Webinar Training


Webinars

Foundations of Form Simplicityhttps://vimeo.com/192518639/87f36a1af4

Leveraging Form Simplicity's Management Tools for the Broker: https://vimeo.com/193734123/e5c760eb9f

Optimizing Your Workflow with Form Simplicity:  https://vimeo.com/193733557/6fce7754d3

If you missed the live training and/or the webinars, contact Melissa at mgray@idahorealtors.com to schedule a training.


Idaho REALTORS® Forms: Copyright, All Rights Reserved

The Idaho REALTORS® Forms cannot be used by anyone that is not an active REALTOR® Member of the Idaho REALTORS® (IR), however, IR does permit Non-Idaho REALTOR® Members to access and use the IR Forms under the following circumstances:

  • The individual must be a current and active member of the National Association of REALTORS® to make an application for use of the IR Forms.
  • The individual must have paid IR for access and use of the IR Forms prior to use of the Forms. Contact IR (208-342-3585) for further details regarding pricing and use.
  • The contents of the IR Forms may not be sold, transferred, assigned or otherwise provided, directly or indirectly, to any other third party for use, dissemination, distribution or display without the prior written consent of the Idaho REALTORS®. Any unauthorized use, transfer, or assignment of the IR Forms may result in loss of rights to access the Forms in addition to any other legal damages.

IR Forms are for authorized use only.

 

Non-Licensee Access Authorization Forms:

If you are a Broker:


Broker Assistant Only Super-User Non-Licensee Form

If you are NOT a Broker:


REALTORS® Non-Licensee Form

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