When in edit mode, you can view your document in Document or Fields view. You can also use People view to quickly and easily enter the names and roles of the primary parties involved in your deal. To switch viewers, simply click the view selector at the top of the page to switch between views.
'Document view' will display your form, and allow you to type information directly into the fields. While in document view, the left side panel displays the contents of your client folder and allows you to navigate to different pages.
'People view' gives you another quick and easy way to enter the names of your buyer(s), seller(s) and other parties involved in the deal. The info that you enter here will automatically be populated into the applicable fields throughout the document.
Note that 'People view' will not work with outdated forms, so make sure that you've got the most up-to-date forms in your Document Packages.
- 'Fields view' displays only the fields you need to fill out, for quicker offer generation.
- When using DealTap on a mobile device, field view will be displayed by default.
- 'History view' will show you the changes and edits made to your document.
- On the right-hand side, you can select which revision you want to view and learn more details about.