The workflow when working with listing records almost exactly matches the property instructions detailed in the previous sections.
When viewing forms against a listing however, the REI Forms list dialog changes slightly to accommodate forms attached against the listing and forms attached against the contracts of the listing.
Switching to the Contracts tab displays the contracts attached to the current listing:
Clicking on any contract will launch the REI Forms list dialog, which displays forms attached against the specified contract.
The specified contract is always displayed above the Contract forms section to avoid confusion.
While viewing a listing, it's also possible to manage the associated contract forms via the Legal tab.
Switching to the Legal tab and clicking the dropdown on any contract displays the Manage REI forms action which brings up the previous dialog directly.
If you've activated multiple connections to REI Forms Live, you're given the option to select the appropriate connection.
When viewing contract forms, the Duplicate listing form button is provided. To take advantage of this feature we recommend Rex agents create 'template contracts' against a listing which can then be copied to the contract's forms using this button.
Template Contracts reduce the work required to recreate and setup contract forms over and over again by allowing you to enter legal details relating to the listing and vendor once and then re-use those each time you create a new contract.