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How to setup your default forms in Eagle
How to setup your default forms in Eagle

How to set your pre-made forms for use throughout Eagle

Justin Tilley avatar
Written by Justin Tilley
Updated over a week ago

In Eagle you can setup or change your default forms settings such as your rental application form, reference checks. In this article we'll cover exactly that.

Where to find Form Preferences

To find the Form Preferences page, simply go to settings and locate the tab called "From Preferences" on the left-hand side of the page.

Once you're here you can choose to set different forms as your preference.

Setting default forms

You should see a page of six drop-down lists that allow you to set different forms as default.

Office or Account: This box only shows up if you have multiple office accounts setup in Eagle. It allows you to select which accounts have which forms, for example you can set forms for the entire account or for specific offices, etc.

Rental Application Form: The Rental Application form is what is sent out to potential tenants whenever they request to fill out an initial application.

Employment Reference Check: This form is what would be sent out to the applicants employer to check their previous or current employment records.

Self Employment reference Check: This form would be sent out to potential tenants in order to check their employment if they were self-employed.

Personal Reference Check: This form would be sent out to check out a potential tenant's personal reference.

Rental History Reference Check: This is your default form to check a potential tenant's previous rental history.

On your dropdown list, you should see a list of forms available to choose. For more information on editing these forms, click here.

Once you set your form preferences, they will be used in various parts of your accounts as the default settings.

For any further assistance with this, please contact our Eagle Support Team;
P: (03) 9016 0444 E: [email protected]

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