Office Forms Library

Store all the forms your agents need in the Office forms library  

New darwin Cloud feature: Office forms library

When an Agent logs into darwin.Cloud, one of their tools is the Office forms library.  This is a library that you build that contains every form you could ever want an agent to have available at their fingertips.  You can setup categories to group your forms and make them easier to find ... and there's no limit to how many forms you can have in your library.

Watch this short video to learn how to setup your Office forms library :

Agent View

1. Click Tools menu
2. Click Office forms
3. Click the form link to open
   • it will directly open as a PDF or open locally to user's device
4. Use filter box if needed

Admin View

To add a form

1. Click Tools menu
2. Click Office forms submenu
3. Click Add button
4. Choose category
5. Click Select files...

6. Choose form to upload
7. Click Open

8. Click Save

9. Screen will show that the file is uploading

Form has been uploaded.

To Edit/Change Category

1. Click Dropdowns menu
2. Click Other submenu
3. Click Officeform category
4. Click the category to edit/change
5. Click "click here to add a new row" to add new category
6. Click save

To Edit or Delete Category from the Tools menu list

1. Click Tools menu
2. Click Office forms submenu
3. Click on the empty space next to the form name
4. Edit description
5. Edit category
6. Click Save
7. Or click Delete to remove

• Related Articles

• Submitting a Closing to an Office Other than the Agent's Office

  When ready to submit the property to dash: Click Properties Click Agents Click on the agent's name (hyperlink) Click People links Choose the office that the user wants closing to submit to dash/epay Click save Click the Agent basics tab, Check the ...

• Open House Notifications: How to add agent's office

  •? Feature Update: Agent Office Details Now Available in Open House Notifications•We’ve expanded the flexibility of Open House notification templates by introducing new agent office merge fields—giving teams more control over how agent contact ...

• How do I Terminate an Office in darwin Cloud

  Here are steps on how to properly deactivate or terminate an Office in darwin Cloud Go to Company Go to Office submenu Select the Company on the dropdown list Select the Office Enter terminated date using the calendar button Click save NOTE: Once a ...

• How Do I Deduct Office Bill from an Override Payment

  To deduct an office bill from an override payment, please see the screenshots and the step-by-step process below: After the transaction with override has been posted Click to Bills Click Pay Bills Click search to locate unpaid vouchers Choose company ...

• Berkshire Hathaway: How do I Move an Agent to a New Office?

  When an agent moves to a new office, it is important to make sure that the agent's office is updated in both darwin Cloud and the BHHS REsource Center. If the office in the darwin Cloud export does not match the office in the BHHS REsource Center, ...