Transition from Instanet
e-FORMS to e-FORMS by Reveal Systems’ TrueForms™
Why is GBAR switching
vendors for the online forms library?
At GBAR, our goal is to
provide our members with the most value for their membership
dues dollars and that means providing the highest quality
products and services. In 2007, a task force of members who
were charged with examining whether the current forms
product was the best product for our members, recommended we
enter into an agreement with Reveal Systems for its
TrueForms™ product. This platform is user-friendly, easy to
navigate, provides many custom branding and advanced editing
features and delivers superior customer service. In our
opinion, Reveal Systems’s product will allow our members and
others to refocus their business systems to save time and
Are e-FORMS by Reveal
Systems’ TrueForms™ a better product than e-FORMS by
We believe e-FORMS by Reveal
Systems will allow our members to be more productive with
the user-friendly interface that the TrueForms™ platform
provides as well as its superior customer support.
Do I have to pay for the
new service by Reveal Systems?
No, e-FORMS by TrueForms™ is
a complimentary component of your GBAR membership.
Does e-FORMS by Reveal
Systems have all the same capabilities as Instanet’s
While some capabilities will
be different, most are the same plus several more.
TrueForms™ is compatible with the transaction management
systems SettlementRoom™, SureClose™ and TransactionPoint™.
Unlike Instanet, TrueForms™ has a bookmark feature,
unlimited sticky notes and margin notes for forms, a
highlight and click strikeout feature and the online and
desktop user interface are identical when using TrueForms™.
Are e-FORMS by Reveal
Systems’ TrueForms™ and e-FORMS by Instanet compatible?
e-FORMS by Reveal Systems
and e-FORMS by Instanet are not compatible, which means if
you’re making the switch to e-FORMS by Reveal Systems you’ll
need to save any of your old files you wish to keep on an
external storage device or on your computer’s hard drive.
How do I save a document
created with e-FORMS by Instanet?
When in the document “click”
on the File Cabinet Icon: then “Archive the form to your
local computer,” Follow to “Archive Flattened” and then
click on “Archive.” The document will be automatically sent
to your email address as a PDF file that you can download on
customer support to receive help with the systems, whom
should we call?
There is a toll-free help
line specifically for GBAR members transitioning to Reveal
Systems. Just call 1-866-790-8783
during support hours: M-F 10:00 am – 7:00 pm EDT.
Where can I go to learn
more about e-FORMS by Reveal SystemsTrueForms™?
Reveal Systems has a variety
of resources on its website to learn about TrueForms™.
When you log into the site, you will note the online, easy
to use training materials including a Quick Start Video, a
PDF Quick Start Guide and a Power Point Quick Start Guide.
The “How To” sections will take you step by step from
getting started with a PDF, sending Email From TrueForms™
Online to Creating Forms Packages.
If my broker switches
platforms, do I have to?
The platform is being
changed by GBREB for all its members, not individual
brokers. As such, individual members can choose to stay with
Instanet’s e-FORMS at a cost of $49 per year or receive the
free e-FORMS being offered by Reveal Systems. Please note
that if you choose to remain with Instanet you must contact
the company directly at (800)
Can I switch back to
eForms if I don’t like TrueForms™?
Yes, you can contact
Instanet directly at (800) 668-8768 to resume your e-FORMS
service with them. Please note there is a cost of $49 per
year when using Instanet’s e-FORMS.
Are e-FORMS by TrueForms™
compatible with other transaction management software?
Yes, TrueForms™ is
compatible with SettlementRoom™, SureClose™ and
Are e-FORMS by TrueForms™
compatible with Macs?
No, TrueForms™ is a PC only based system. Reveal Systems
anticipates coming out with a platform independent system in
late 2010. In the interim, we understand that numerous users
are using TrueForms™
Desktop and Online with their Macintosh’s utilizing “Windows
emulator” software for the Mac. While the system does not
support it natively we know that a number of users out there
are working with it successfully.
Will GBREB still be
offering the office and network versions they offered
with the current platform?
No, the Internet Office
Version and the Network CD version will no longer be
offered. For those who previously purchased the Internet
Office version or Network version, you will need to purchase
multiple Individual Desktop or Individual Internet versions.
What versions will GBREB
be offering with the new platform?
GBREB will still be offering
an Individual Desktop Version [same as Individual CD but now
only downloaded] and Individual Internet Version.
Additionally, we will be offering a new feature, “Custom
Office Forms Site,” see below for further details.
What is the “Custom
Office Forms Site?”
A Custom Office Forms Site
will allow your company to have its own individual Site ID
for agents to log in to and allows you to add your company’s
custom contracts and other documents that you desire be made
available only to your agents. In others words, your agents
can have access to all documents you desire they utilize on
the same platform and in the same forms library. Taking
advantage of the custom site feature also allows you to
incorporate any company or corporate logo onto the forms
thus providing you with instant branding as logos will
automatically appear on all documents; and, a direct URL
that you can place on your own web site or intranet site.
What is the cost
associated with a “Custom Office Forms Site?”
The cost of establishing a
Custom Office Forms Site is $600.00 per company [includes
one time set-up and cost per year fees] plus a standard fee of $135.00 per page. Further, there is a
$350.00 fee per year renewal fee.
How can I order a Custom
Office Forms Site?
Custom Site Order Form,
which can be mailed or faxed directly to GBREB upon
completion. Upon processing of payment, you will receive a
“Custom Forms Agreement” and coordinate the uploading of
information, your logo/branding and forms directly with
Reveal Systems, Inc.
Where can I find
You can read more at
www.gbar.org/TrueForms. Further, please do not hesitate
to contact Dave Lena at 617-399-7864 or via
e-mail at email@example.com.