Forms Library

Basic and Advanced Searching for a Form
You can perform a basic or advanced search for a form on TotalBrokerage.  You can also edit, copy, or download forms in the Form Library here.  To perform a...
Wed, Mar 20, 2019 at 2:42 PM
Uploading (in bulk) forms to your Forms Library
To add a new form to TotalBrokerage, go to Transactions → Forms Library on the left sidebar. In the top-right corner, click Actions and +Add ...
Mon, Nov 28, 2022 at 3:16 PM
Editing Information for a Form
You can edit the information and program a form here (you can also do this right after you upload a new form). Start by selecting Transactions → Forms Libra...
Fri, Dec 23, 2022 at 1:47 PM
Working within a Form
 Start by finding your form in the “Forms Library” (click “Transactions” and then “Forms Library” on the left.         Find and click o...
Fri, Dec 23, 2022 at 12:20 PM
Form Serial Number
When editing a document either in the forms library or a transaction, you are able to generate a serial number for the form. After adding a text box to th...
Wed, Sep 9, 2020 at 3:14 PM
Field Templates
TotalBrokerage has implemented a way to copy form mappings between your documents. This means that you are able to use fields from a document and transfer i...
Fri, Sep 10, 2021 at 10:32 AM
Bulk Grouping & Ungrouping Forms
You are able to bulk group and ungroup forms within your forms library. Follow the steps below to learn more! To start you will need to go to Transac...
Mon, Jun 20, 2022 at 3:02 PM