Do you need a short, simple version of the ‘Incoming Information Sheet’ for your agent and others? Check out the new ‘Incoming Information Sheet-K’ which is a shortened version of the many other Incoming Information sheets.
This version includes the newest features including the ‘Click here to Respond’ link that allows the agent to send responses (if any) directly to your Responses page. (No more copy/paste of emails!) Plus, if you send this new form manually, without using the AutoPilot, ReloSpec will add a note automatically including the Date/Time, Who sent the form, the Email Address of where it was sent and which form was sent. Cool!
To view a sample of this new form, click here.