BoldTrail BackOffice has hundreds of pre-mapped easily accessible and ready-to-use forms. On top of that, if we don't have the forms you need, we can map them for you. Or, you can map them yourself.
Additionally, you can submit new licensing agreements or forms for processing. This involves uploading them during a chat session with support or emailing them to your designated support contact, ensuring all forms are complete and legible for quick processing.
How do I submit new forms?
To ensure that new licensing agreements or forms are added to BoldTrail BackOffice, follow these steps:
Upload the forms during a chat session with a BoldTrail BackOffice support representative.
Alternatively, email the completed forms to your designated support contact for prompt processing. This process ensures that your new forms are integrated seamlessly and made ready for use.How do I get access to my forms?
Contact your designated support representative to get access to forms.
You can also upload forms directly via a chat session or send them by email to your designated support contact for a seamless experience.
How do I modify pre-mapped forms?
If you need to make changes to pre-mapped forms, fill them out with all the necessary information and email them to your designated support representative, and we'll modify them for you.
For completely new forms that aren't mapped, you can submit them via email or during a chat session for integration into BoldTrail BackOffice.
How do I access my forms?
You can access your forms through any transaction that has a checklist.
Here's a short video tutorial explaining how to do that.
How do I assign forms to checklists to create packages?
If you’d like to assign forms to a task on a checklist to create packages, navigate to the checklist, open the task, and select the forms from the Forms Library.
Here's a short video tutorial explaining how to assign forms to checklists:
You can find more information on forms and e-signature in the Forms & E-signature section for agents.
Troubleshooting Forms
For issues locating or accessing forms, ensure you search in the task's "Use Forms" option under the checklist. If problems persist, contact a support representative or your admin for assistance.
Managing Missing Forms
If a required form is missing, contact your admin or broker to ensure it is uploaded to the system. Verify if the form is an external document and follow up for its creation and upload if necessary.