Frequently Asked Questions
Transition from Instanet e-Forms to Reveal Systems’ TrueForms™
Why is GBREB switching
vendors for the online forms library?
Since many REALTORS®, as well as real
estate attorneys and non-member real estate practitioners take
advantage of our online forms library, we are always striving to
provide you with the highest quality product. TrueForms™, in our
opinion, will allow our members and others to refocus their business
systems to save time and increase productivity.
Are TrueForms™ a better
product than e-Forms?
We believe TrueForms® will allow our
members to be more productive with the user-friendly interface that
TrueForms™ provides, as well as its superior customer support.
Does TrueForms™ have all
the same capabilities as the current e-Forms platform?
While some capabilities will be
different, most are the same and it offers several more...
TrueForms™ is compatible with the transaction management systems
SettlementRoom™, SureClose™ and TransactionPoint™. Unlike Instanet
Solutions, 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 TrueForms™ and
e-Forms compatible?
TrueForms™ and e-Forms are not
compatible, which means if you’re making the switch to TrueForms™
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
that is currently in e-Forms?
New e-Forms:
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 your computer.
Original e-Forms:
Follow same process above under New
e-Forms; or login to Original e-Forms, Click on email an existing
form, select folder and select the particular form you want
emailed, click email button on the left side, complete email address
to yourself, send email. Upon receipt, you can save the document.
For Technical Support at Instanet
Solutions:
Call Monday through Friday during the
hours of 9:00 AM to 5:00 PM, Eastern Standard Time.
Reveal Systems, Inc. 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.
Further, you can go to
http://www.gbar.org/trueforms CLICK FOR MORE INFORMATION and
watch the NEWTrueForms™
Webinars with Steve Wostenberg, Executive Vice-President, Reveal
Systems, Inc.,
Can I switch back to
eForms if I don’t like TrueForms™?
For Members, TrueForms™ will be the
only platform that GBREB will be offering as part of your membership
dues. However, we have reached an Agreement with Instanet Solutions
to directly provide their platform to Members and Non-Members at an
additional cost to the user. You will be receiving more information
from GBREB and direct communications from Instanet Solutions
regarding pricing and the ordering process in the near future.
Is TrueForms™ compatible
with other transaction management software?
Yes, TrueForms™ is compatible with
SettlementRoom™, SureClose™ and TransactionPoint™.
When can I start using
TrueForms™?
You will receive an e-mail directly
from Reveal Systems, Inc. containing your site ID and pass code, at
which time you may begin using TrueForms™.
Are TrueForms™
compatible with Macs?
No, TrueForms™ is a PC only based
system. They anticipate coming out with a platform independent
system in late 2009.
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 either need to
purchase multiple Individual Desktop or Individual Internet
versions; or, you can purchase these products directly from Instanet
Solutions. [You will be receiving additional information directly
from Instanet Solutions regarding pricing and ordering process.]
What versions will GBREB
be offering with the new platform?
It 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 own 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 any
documents you desire they utilize all 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 charge of $35.00 per letter-sized
page for any contract or document to be included in the forms
library. This is a discounted price only available until December
8, 2008, after which time the individual price per page will
increase to the standard fee of $135.00 per page. Further, there is
a $350.00 fee per year renewal fee.
If I order a Custom
Office Forms Site or Individual Desktop Version now, do I have
to renew it and pay additional costs by December 31, 2008 for
2009?
No, any purchases made before December
8, 2008 shall not expire until December 31, 2009, but would then
need to be renewed for 2010.
How can I order a
Custom Office Forms Site?
A Custom Site Order Form can be found
on
http://www.gbar.org/trueforms, print it out, complete requested
information and then mail or fax it directly to GBREB. Upon
processing of payment, you will receive a “Custom Forms Agreement”
from Reveal Systems, Inc. and coordinate the uploading of
information, your logo/branding and forms directly with Reveal
Systems, Inc. Please remember, this custom forms rate of $35.00 per
page expires December 8th, 2008.
Will there be customer
support for TrueForms to help me through the transition?
Yes, there is a toll-free help line
specifically for GBAR members. Just call 1-866-790-8783during support hours: Monday through Friday: 10 a.m. – 7 p.m.
Eastern Standard Time.
Where can I find
additional information?
You can read more at
http://www.gbar.org/trueforms and watch the NEWTrueForms™Webinars. Further, please do not hesitate to contact GBAR
Counsel Bill Mullen at 617-399-7842 or via e-mail at
wmullen@gbreb.com.