2025 l Feature Updates
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      3. 2025 l Feature Updates

      What we have improved on Advanced Edit feature

      Overview

      Advanced Edit is a feature in the SIGN platform that enables agents to edit or modify generated data in a SIGN document. This is useful as it lets you skip the online form questions and edit the generated data directly to the PDF.

      Instead of making your edits in the online forms, it lets you make changes to the generated documents as if you are using a pen and paper. Advanced Edit changes include the following:

      • Edit texts - Change input data on pre-configured text boxes on the bundled PDF.

      • Add text boxes - Create a text box and append it to the sections of the PDF.

      • Add strikethroughs - Append strikethroughs on sections of the PDF.

      • Add checkmarks - Append checkmarks on sections of the PDF.

      • Add signature boxes and date stamps - Create signature boxes and date stamps on the PDF.

      • Add files - Uploads a PDF file and bundles it to the end of the document.

      What is Advance Edit?

      Previously, our customers pointed out that when using Advanced Edit, switching back to "Edit Whole Form"—which involves returning to the online form—resulted in the erasure of all changes made. This issue forced agents to start over from scratch, leading to inefficiency and frustration.

      What have we improved?

      We've enhanced our Advanced Edit feature to ensure edits are saved even after a document is edited via the online form & re-generated. 

      Step by Step

      1. Generate Your Agreement or Contract: Start by creating your required document.

        2025_Realtair_Sign_Advanced Edit (1)
       

      2. Make Changes Using Advanced Edit:

        • Open the document and select "Advanced Edit" (check our support article for more details).

        • Use custom options to make changes, such as adding text boxes or inserting text.

        • Click "Save" to retain your edits.


        2025_Realtair_Sign_Advanced edit make changes 1

      2025_Realtair_Sign_Advanced edit make changes 2

      2025_Realtair_Sign_Advanced edit make changes 3

      3. Return to the Online Form if Needed by clicking “edit whole form”

        • If you need to make further changes, like adding an annexure or adjusting your commission, return to the online form, make your edits, and click "Submit."

      • 2025_Realtair_Sign_edit whole form 1
      • 2025_Realtair_Sign_edit whole form 2
      • 4. Note: Ensure you don't change the document type (e.g., switching from an exclusive AA to an auction AA, or from a House & Land Contract to a Strata Contract). Your Advanced Edit changes will remain intact as long as the document type stays the same

      • FAQs

        1. Can an office choose not to save changes?

        • Yes, we have added a new Sign Setting page

        • Accessible by super admin ; reach out to your CSM or support team to help you make the change

        • This setting allows you to choose whether changes made with Advanced Edit should be kept or discarded


          

      2. What is the default setup for this feature?

      • During the pilot phase, the feature is only active for pilot offices.

      • After the pilot, all offices will automatically use the new setup where Advanced Edit changes are saved.

      3. Will Advanced Edit changes carry over if I duplicate a contract?

      • Yes, all Advanced Edit changes will be copied to the duplicated contract, except additional signature boxes and date stamps.

      4. Do Advanced Edit changes remove the vendor's ability to edit? (ie client fill in)

      • Yes, using Advanced Edit still removes the client's ability to make edits.

      5. If I add an annexure via the online form, will my Advanced Edit changes remain?

      • Yes, as long as you don't change the contract type (e.g., from H&L to Strata), or Agency Agreement type (ie exclusive to open) your changes will stay.

      6. Are there situations where Advanced Edit changes are not saved?

      • Yes, there are cases where changes won't be saved:

        • If you edit different PDFs, like switching from an exclusive to an open agency agreement.

        • If you change your method of sale, and different method of sale uses a different PDF

        • If you add your changes to the annexure and you change / remove the annexure

        • If you add your changes to a marketing upload PDF, and you change the marketing PDF

        • In QLD, if you switch from an H&L contract to a Strata contract, changes won't transfer over.

        • It's similar to making notes on a paper and then switching to a new document—the notes don’t transfer.