zipForms

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This is Don King's zipForms presentation to the CyberProfessionals conference in Chicago April 2011.

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  • Ask how many attendees now use zipForms or winForms.
  • Tell them I use Standard Edition.
  • May need more than one form library.
  • You will want templates for a variety of transaction types. Include all info that is standard to that type of transaction. Include forms, even if only needed sometimes.
  • A transaction consists of the forms plus a cover sheet.
  • The Cover Sheet is 3 pages. Page 1 contains info on the sellers and buyers.
  • Page 2 contains info on the property and escrow. Page 3 contains broker and service provider info.
  • Once the Cover Sheet is saved, the data is propagated throughout all the forms for that transaction.
  • If there is standard text that you use in every transaction of that type, put it in the template. If there are several variables on the text, put them in the clause library. Any text unique to that transaction must be typed.
  • Forms updates can be confusing.
  • zipForms

    1. 1. zipForm 6<br />Presentation To CyberProfessionals<br />Chicago – April 2011<br />By Don King<br />
    2. 2. Versions<br /><ul><li>Standard Edition – Off line software on your PC or laptop
    3. 3. Professional Edition – Online version
    4. 4. Premium Edition – Both the Standard and Professional Editions
    5. 5. Mobile Web Edition for iPad, iPhone, Blackberry, or Android</li></li></ul><li>Setup<br /><ul><li>Install Forms Libraries (Std. Edition)
    6. 6. Input Office Information
    7. 7. Create Templates (Listing, Sales, etc.)</li></li></ul><li>Templates<br />
    8. 8. <ul><li>Create New
    9. 9. Select Transaction Type (Listing, Purchase, etc.)
    10. 10. Select Property Type (Residential or Commercial)
    11. 11. Apply a Template
    12. 12. Complete Cover Sheet (Names, Addresses, and Transaction Specifics)
    13. 13. Add or Delete Forms
    14. 14. Apply Clauses</li></ul>Building A Transaction<br />
    15. 15. Cover Sheet<br />
    16. 16. Cover Sheet<br />
    17. 17. Listing Agreement<br />
    18. 18. <ul><li>Set Up A Variety Of Templates</li></ul> - Normal Listing<br /> - Short Sale Listing<br /> - REO Listing<br /> - Conventional Buyer<br /> - FHA Buyer<br /><ul><li>Include text not specific to a transaction.
    19. 19. Put variable text in the clause library.</li></ul>Tips & Tricks – Templates<br />
    20. 20. <ul><li>Periodic Forms Library Updates
    21. 21. Templates Not Automatically Updated
    22. 22. Updated Forms Will Be Populated With Text From Old Forms</li></ul>Tips & Tricks – Forms Updates<br />
    23. 23. <ul><li>Transaction Name – Use Address and Name
    24. 24. Folder For Each Transaction
    25. 25. Print Forms As .PDF
    26. 26. For Listings, Keep Both Signed and Unsigned Versions Of Forms
    27. 27. Use With DocuSign</li></ul>Tips & Tricks - General<br />
    28. 28. <ul><li>zipForm 6 User Guide
    29. 29. zipForm Knowledge Base</li></ul> - Explanation of Functions<br /> - How-To Videos<br /><ul><li>Help Desk – http://support.ziplogix.com</li></ul>Resources<br />

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