Overview

Interactive Form Letters are a type of Form Letter that includes interactive features, making it easy to create forms or contracts that can be sent, completed, signed, and returned through the Guest Portal.

The Interactive Form Letters work in a similar way to DocuSign and also support multiple signatories. While RMS previously had an interface with DocuSign, this has now been replaced by the RMS Interactive Form Letter feature, and the DocuSign interface is no longer active.

Interactive Element Glossary

An interactive element is a component within a digital document or form that allows Users to actively engage with the content—typically by entering information, making selections, or triggering actions.

In the context of Interactive Form Letters, interactive elements are used to turn a static letter into a fillable form or contract that a Guest can complete and return. These elements help personalize and streamline communication by allowing direct input.

To create an Interactive Form Letter, insert any of the following interactive elements into the letter content:

Element Icon	Element Name	Description
	Form	Sets the boundaries of the interactive form within the Form Letter. Insert the 'Form' element when multiple interactive elements will be grouped together.
	Checkbox	Inserts a checkbox that allows multiple options to be selected.
	Radio Button	Inserts a radio button that can be used for either/or questions.
	Text Field	Inserts a text box for free typing a response.
	Text Entry Area	Inserts a larger text box that can be resized for free typing a longer response.
	Selection Field	Inserts a defined list of available responses that can be single or multi-select.
	Button	Inserts a button with text that can with the action option of Submit, Reset or Button.
	Hidden Field	Inserts a read only field that can be used with a merge field to pre-populate a response on the form.
	Contract Tick Box	Inserts acceptance of Terms & Conditions statements for Owners & Primary Occupants that can be customized.
«cDigitalRegoSignature»	Digital Signature	This is a Merge Field and it inserts a fixed-size signature box to capture digital signature input on the form. The Merfe Gield is found under the:  Merge Table: Guest or Client Merge Field: DigitalRegoSignature

Configuration

1. Navigate to Setup > Correspondence > Form Letters.

2. Click Add.

1. Select the Document Format (HTML is recommended for interactive features).

2. Enter a Description for the form letter.

3. Enter an Email Subject Line.

4. In the Form Letter section, create your document.

    

Merge Fields

To personalise the interactive letter, insert Merge Fields.

1. Place your Cursor where needed.
2. Select a Merge Table.
3. Select the required Merge Field.
4. Repeat this process for all necessary Merge Fields.

Interactive Elements

Insert the desired Interactive Elements into the body of the letter.

1. Place your Cursor where needed.
2. Select an Interactive Element.

1. Configure the Element Properties as needed.
2. Click OK.
   

1. Repeat this process for all necessary Interactive Elements.
2. Click Save/Exit.

1. Set the Form Letter Access.
2. Click Apply.

To learn more about Interactive Documents, explore the dedicated course in RMS University.