What is Document Linking?
OREA forms that are created & stored within the same client folder are automatically "linked" with one another. When documents are linked, they share information from one to the other to save the hassle of having to input the same information twice. This ultimately helps users fill out forms much faster.
When documents are linked, the following fields are shared from one form to the other:
- People names & contact information
- Property address
- Purchase price
- Deposit amount
- Agreement date
How does Linking work?
Information is shared from one form to the next only upon the first 'open' of that particular form. If one of the shared fields mentioned above is updated thereafter, it will be not be shared to other adjacent forms.
For example, say you have a client folder with an Agreement of Purchase of Sale (APS) and a Buyer Representation Agreement (BRA). If you fill out the APS with the buyer information and then open the BRA form for the first time, the buyer information from the APS will automatically populate within the BRA. If, at this point, you decide to change the buyer information in the BRA, this updated information will NOT update in the APS.
With this in mind, it is recommended that you fill out the most field-heavy forms first (such as APS) before proceeding to opening and filling out adjacent forms. That way the majority of shared information is already populated upon the first 'open'.