This document provides a user guide for zipForm® 6, a real estate forms software. It outlines how to perform common tasks like creating and managing transactions and templates, adding and removing forms, and using features within the forms like look up fields, fast fill mode, and spell check. It also covers saving, printing, and emailing transactions, as well as setting up electronic signatures and synchronizing transactions with other zipLogix applications. The guide is intended to help users efficiently complete contracts and forms within the zipForm® 6 software.
Check you computer running 32 bit or 64-bit windowsEM's Tado
Hi!! i hope this slide will help you to understand your computer well and use your computer effectively.
“CS101 Assignment: <a> Zaman University Phnom Penh Cambodia </a>"
Best Practices for Writing and Editing User/Instruction ManualsThe Integral Worm
This presentation outlines industry best practices in writing/editing “user friendly” instruction/user manuals. Instruction/user manuals are written for the purpose of helping the end-user complete a task. These documents must be clear about its purpose. The technical writer must take into consideration the user’s attitude, education, and experience when composing such documents. Methods of organization include a table of contents, pagination, previews and reviews, cross references, glossary, and Index - alphabetical list and page numbers - for longer docs for ease of use. Warnings, cautions, and dangers should also be used throughout the text where appropriate. Appropriate visuals should be used only as needed to aid the user in understanding of the task at hand.
Check you computer running 32 bit or 64-bit windowsEM's Tado
Hi!! i hope this slide will help you to understand your computer well and use your computer effectively.
“CS101 Assignment: <a> Zaman University Phnom Penh Cambodia </a>"
Best Practices for Writing and Editing User/Instruction ManualsThe Integral Worm
This presentation outlines industry best practices in writing/editing “user friendly” instruction/user manuals. Instruction/user manuals are written for the purpose of helping the end-user complete a task. These documents must be clear about its purpose. The technical writer must take into consideration the user’s attitude, education, and experience when composing such documents. Methods of organization include a table of contents, pagination, previews and reviews, cross references, glossary, and Index - alphabetical list and page numbers - for longer docs for ease of use. Warnings, cautions, and dangers should also be used throughout the text where appropriate. Appropriate visuals should be used only as needed to aid the user in understanding of the task at hand.
Today we all live and work in the Internet Century, where technology is roiling the business landscape, and the pace of change is only accelerating.
In their new book How Google Works, Google Executive Chairman and ex-CEO Eric Schmidt and former SVP of Products Jonathan Rosenberg share the lessons they learned over the course of a decade running Google.
Covering topics including corporate culture, strategy, talent, decision-making, communication, innovation, and dealing with disruption, the authors illustrate management maxims with numerous insider anecdotes from Google’s history.
In an era when everything is speeding up, the best way for businesses to succeed is to attract smart-creative people and give them an environment where they can thrive at scale. How Google Works is a new book that explains how to do just that.
This is a visual preview of How Google Works. You can pick up a copy of the book at www.howgoogleworks.net
MIDAS - Web Based Room & Resource Scheduling Software - User ManualMIDAS
This is the complete User Manual for MIDAS (http://mid.as/), a complete web based scheduling solution giving you complete control over your room bookings & resource scheduling. You can find out more about MIDAS at http://mid.as/
Axa Hackathon: User Centric Guide to Application PrototypingJay Suthar
Prepared presentation for hackathon participants to communicate key aspects of user centric design process; research (personas, task analysis), design (rapid prototyping to design experience and iterate (collect findings)) and adapting (conducting guerrilla usability testing).
Plantilla para realizar un manual de usuario de software Yaskelly Yedra
La siguiente presentación es la plantilla que se utiliza en el Departamento de Computación para realizar los manuales de usuario de los sistemas desarrollados tanto para ingeniería de software, sistemas de información y trabajos especiales de grado.
Seu purchase requisition management systemSaifur Rahman
This project is based on purchase module. It has features of create requisitions , multi-level approval system, order cretion, recieving, different reports etc
Today we all live and work in the Internet Century, where technology is roiling the business landscape, and the pace of change is only accelerating.
In their new book How Google Works, Google Executive Chairman and ex-CEO Eric Schmidt and former SVP of Products Jonathan Rosenberg share the lessons they learned over the course of a decade running Google.
Covering topics including corporate culture, strategy, talent, decision-making, communication, innovation, and dealing with disruption, the authors illustrate management maxims with numerous insider anecdotes from Google’s history.
In an era when everything is speeding up, the best way for businesses to succeed is to attract smart-creative people and give them an environment where they can thrive at scale. How Google Works is a new book that explains how to do just that.
This is a visual preview of How Google Works. You can pick up a copy of the book at www.howgoogleworks.net
MIDAS - Web Based Room & Resource Scheduling Software - User ManualMIDAS
This is the complete User Manual for MIDAS (http://mid.as/), a complete web based scheduling solution giving you complete control over your room bookings & resource scheduling. You can find out more about MIDAS at http://mid.as/
Axa Hackathon: User Centric Guide to Application PrototypingJay Suthar
Prepared presentation for hackathon participants to communicate key aspects of user centric design process; research (personas, task analysis), design (rapid prototyping to design experience and iterate (collect findings)) and adapting (conducting guerrilla usability testing).
Plantilla para realizar un manual de usuario de software Yaskelly Yedra
La siguiente presentación es la plantilla que se utiliza en el Departamento de Computación para realizar los manuales de usuario de los sistemas desarrollados tanto para ingeniería de software, sistemas de información y trabajos especiales de grado.
Seu purchase requisition management systemSaifur Rahman
This project is based on purchase module. It has features of create requisitions , multi-level approval system, order cretion, recieving, different reports etc
Getting started with licensing | Tally.NET Services | Tally Intergation | Tal...stannventures.Pvt.Ltd
For more information about this PDF file. Please visit http://www.tallyspot.com
Ideal spot for a obtain Tally 9 ERP and download free Tally.ERP 9 versions. Up-grade Tally
Accounting Software & .NET Subscription, Advanced Web Interface Accounting Software for Asia & Most
ERP Software Products. Import data from tally & Data Connectivity to Tally.ERP 9 Import.
Learn why brand management matters to marketers, creatives, and even the bean counters.
This original Dummies Book from Wiley explains in plain English how you can select and implement this important branding tool and how doing so will help set up your organization for success, no matter what today’s tech wizards dream up tomorrow.
Open this book and find:
How to prepare to purchase brand management software
Why you need to document and update brand management guidelines
How brand templates make content creators more productive
Why you need a brand library
How to manage creative workflows and reduce the time for approval cycles
5 Things To Make Your LIsting Stand Out OnlineMatthew Rathbun
Great, you got the listing! Now…how are we going to stand out amongst all the other competing homes for sale? In a world of noise, with countless homes for sale and listing sites begging for the home buyers attention, how are you going to get your listing information in front of buyers in a meaningful way? This skills enhancement course covers 5 easy and free ways to make sure your listing is getting found on listing aggregators and even in Google searches. It's time to take your marketing and successful level up a few notches and make the most of the listing opportunity!
Rockstar Presenting, Virtual Classrooms and Real Estate Instructors Matthew Rathbun
The Real Estate Industry is filled with the voices of instructors who can carry a tune, but very few who have the ability to build a following, be sought after and to consistently deliver what their audiences are looking for. Now with the clear necessity of virtual classrooms, the instructors have a new set of skills they need to hone in order to deliver a kickass presentation. The Rockstar Presenting session is designed to give you the skills and tools that highly successful speakers are using to prepare an unprepared industry for the changes that are coming, the demands the learners have today, and the ability to evolve with the world. For more information visit www.MatthewRathbun.com
Now more than ever consumers are looking for a way to get into a home, without stepping inside. In the midst of a pandemic, Home owners and landlords are trying to get buyers and tenants into homes, while those occupying the property are trying to do all they can to limit the exposure of themselves and others into a home. The use of video and virtual tours is a critical marketing tool in maximizing exposure to the property. This session explores the various resources, tools and tactics for gathering engaging media and 3D tours both with premium and free tools.
Every broker knows that connection with those in his or her office is essential to team building, engagement, culture and increasing opportunities. However, the old office meeting, where agents sit around and moan about their non-sellable listings have left many of your agents' resistance to attending. The ubiquity of information has made it hard for many managers to find relevance in the agent’s life. Matthew Rathbun shares how his focus on telling the agent’s story and that of the firms has increased attendance. The tools to tell these stories are all around you and can help you craft an experience and not just another meeting.
Ninety-nine percent of consumers conduct online searches related to buying and selling real estate. They are seeking valuable tools and information to help with those processes. Information breeds loyalty. Agents can take advantage of free resources to step up their marketing game and increase their business by offering information, tools and resources that will encourage the consumer to engage the agent. This session focuses on easy means to create content and inbound marketing campaign.
Matthew Rathbun's Real Estate Offer Assistant PacketMatthew Rathbun
The offer assistant packet is left at the listing and uploaded to MLS so that the buyer's agent can use them to draft an offer, thus cutting down on counter offer time.
There is a myriad of free tools and activities that agents can master online and offline to increase their market and create more client opportunities.
10601 Whispering Way, Fredericksburg VA | Home For SaleMatthew Rathbun
You’ve always wanted the perfect waterfront home for entertaining and this is it! Enjoy your year round view of 600 ft of water frontage on 4.91 acres located on Ni River Reservoir. Nestled in a wooded private setting in Fredericksburg, VA this home features several Smart Home security devices, two kitchens, an incredible theater room, large bedrooms, spacious baths, beautiful and hardwood floors.
Matthew Rathbun presents a SmartHome 101 session for Realtors and a tips on how to best serve both the buyers and sellers that are in a transaction with smarthome technology in play
Read| The latest issue of The Challenger is here! We are thrilled to announce that our school paper has qualified for the NATIONAL SCHOOLS PRESS CONFERENCE (NSPC) 2024. Thank you for your unwavering support and trust. Dive into the stories that made us stand out!
Introduction to AI for Nonprofits with Tapp NetworkTechSoup
Dive into the world of AI! Experts Jon Hill and Tareq Monaur will guide you through AI's role in enhancing nonprofit websites and basic marketing strategies, making it easy to understand and apply.
Francesca Gottschalk - How can education support child empowerment.pptxEduSkills OECD
Francesca Gottschalk from the OECD’s Centre for Educational Research and Innovation presents at the Ask an Expert Webinar: How can education support child empowerment?
June 3, 2024 Anti-Semitism Letter Sent to MIT President Kornbluth and MIT Cor...Levi Shapiro
Letter from the Congress of the United States regarding Anti-Semitism sent June 3rd to MIT President Sally Kornbluth, MIT Corp Chair, Mark Gorenberg
Dear Dr. Kornbluth and Mr. Gorenberg,
The US House of Representatives is deeply concerned by ongoing and pervasive acts of antisemitic
harassment and intimidation at the Massachusetts Institute of Technology (MIT). Failing to act decisively to ensure a safe learning environment for all students would be a grave dereliction of your responsibilities as President of MIT and Chair of the MIT Corporation.
This Congress will not stand idly by and allow an environment hostile to Jewish students to persist. The House believes that your institution is in violation of Title VI of the Civil Rights Act, and the inability or
unwillingness to rectify this violation through action requires accountability.
Postsecondary education is a unique opportunity for students to learn and have their ideas and beliefs challenged. However, universities receiving hundreds of millions of federal funds annually have denied
students that opportunity and have been hijacked to become venues for the promotion of terrorism, antisemitic harassment and intimidation, unlawful encampments, and in some cases, assaults and riots.
The House of Representatives will not countenance the use of federal funds to indoctrinate students into hateful, antisemitic, anti-American supporters of terrorism. Investigations into campus antisemitism by the Committee on Education and the Workforce and the Committee on Ways and Means have been expanded into a Congress-wide probe across all relevant jurisdictions to address this national crisis. The undersigned Committees will conduct oversight into the use of federal funds at MIT and its learning environment under authorities granted to each Committee.
• The Committee on Education and the Workforce has been investigating your institution since December 7, 2023. The Committee has broad jurisdiction over postsecondary education, including its compliance with Title VI of the Civil Rights Act, campus safety concerns over disruptions to the learning environment, and the awarding of federal student aid under the Higher Education Act.
• The Committee on Oversight and Accountability is investigating the sources of funding and other support flowing to groups espousing pro-Hamas propaganda and engaged in antisemitic harassment and intimidation of students. The Committee on Oversight and Accountability is the principal oversight committee of the US House of Representatives and has broad authority to investigate “any matter” at “any time” under House Rule X.
• The Committee on Ways and Means has been investigating several universities since November 15, 2023, when the Committee held a hearing entitled From Ivory Towers to Dark Corners: Investigating the Nexus Between Antisemitism, Tax-Exempt Universities, and Terror Financing. The Committee followed the hearing with letters to those institutions on January 10, 202
A Strategic Approach: GenAI in EducationPeter Windle
Artificial Intelligence (AI) technologies such as Generative AI, Image Generators and Large Language Models have had a dramatic impact on teaching, learning and assessment over the past 18 months. The most immediate threat AI posed was to Academic Integrity with Higher Education Institutes (HEIs) focusing their efforts on combating the use of GenAI in assessment. Guidelines were developed for staff and students, policies put in place too. Innovative educators have forged paths in the use of Generative AI for teaching, learning and assessments leading to pockets of transformation springing up across HEIs, often with little or no top-down guidance, support or direction.
This Gasta posits a strategic approach to integrating AI into HEIs to prepare staff, students and the curriculum for an evolving world and workplace. We will highlight the advantages of working with these technologies beyond the realm of teaching, learning and assessment by considering prompt engineering skills, industry impact, curriculum changes, and the need for staff upskilling. In contrast, not engaging strategically with Generative AI poses risks, including falling behind peers, missed opportunities and failing to ensure our graduates remain employable. The rapid evolution of AI technologies necessitates a proactive and strategic approach if we are to remain relevant.
Palestine last event orientationfvgnh .pptxRaedMohamed3
An EFL lesson about the current events in Palestine. It is intended to be for intermediate students who wish to increase their listening skills through a short lesson in power point.
How to Make a Field invisible in Odoo 17Celine George
It is possible to hide or invisible some fields in odoo. Commonly using “invisible” attribute in the field definition to invisible the fields. This slide will show how to make a field invisible in odoo 17.
Honest Reviews of Tim Han LMA Course Program.pptxtimhan337
Personal development courses are widely available today, with each one promising life-changing outcomes. Tim Han’s Life Mastery Achievers (LMA) Course has drawn a lot of interest. In addition to offering my frank assessment of Success Insider’s LMA Course, this piece examines the course’s effects via a variety of Tim Han LMA course reviews and Success Insider comments.
BÀI TẬP BỔ TRỢ TIẾNG ANH GLOBAL SUCCESS LỚP 3 - CẢ NĂM (CÓ FILE NGHE VÀ ĐÁP Á...
Zipforms Online 6 Users guide
1.
2. zipForm® 6 User Guide
Table of Contents
Welcome…………………………………………………………………………………………………… 4
Creating and Using Transactions…………………………….………………………………………. 4
How to Create a Transaction………………………………….………..………………….……….. 4
Creating a Transaction Using a Template.………………….…………..………………....……… 5
Adding and Removing Forms from a Transaction……….…..…………..……………………….. 5
Opening Existing Transactions…………………………….………………..……………….……... 5
Closing an Open Transaction……………………………………….………………………………. 5
Saving a Transaction….…………………………………………….……………………………….. 6
Backing up Transactions…………………………………………………………………………….. 6
Changing a Transaction Name or Other Header Information……………………………………. 7
Locking and Unlocking Transactions…………………………………….…………………………. 7
Additional Transaction Preferences………………………………………………………………… 7
Creating and Using Templates………………………………………………………………………... 8
How to Create a Template……………..……………………………………..…………………….. 8
How to Apply a Template to an Existing Transaction…………………………..………………… 8
Using the Forms…………………………………………………………………………...……………. 9
Form Navigation Icons………………………………………………….………………..………….. 9
Managing Look Up Fields…………………………………………………………………………….. 9
Using Fast Fill………………………………………………………….…………………..………….. 10
Using Spell Check………………………………………………..……………………………..…….. 10
Using the Strike-Out Feature……………………………………..………..…………………….….. 10
Using the N/A Feature……………………………………………..…………..………………….….. 10
Changing the Field Colors….……………………………………..………………..…………….….. 10
Changing Company Information……………………….………..……………………..…………….. 11
How to Change Your Company Information…………………..……………………………………. 11
Saving Transactions as PDF Files……………………………………………………………..…….. 11
How to Save a Transaction as a PDF File………..…………..………………………………….... 11
Printing Transactions………………………………....……………….……………………………….. 12
How to Print a Transaction or Single Forms Within a Transaction………..…………………….. 12
Emailing Transactions……..………………………....…………..…………………..……………….. 12
How to Email a Transaction or Single Form…………………………..……………..…………….. 12
2
3. zipForm® 6 User Guide
Creating and Using Clauses…………………………...…………..………………………………….. 13
How to Create a Clause…………………………………..………………………………………….. 13
Applying a Clause to a Transaction…………………………..…………………………………….. 13
Creating and Using Sticky Notes…………………....…………….………………………………….. 14
How to Create Sticky Notes………………………….………………..…………………………….. 14
Mortgage Calculator……………………………………..…………..……...………………………….. 14
Using the Mortgage Calculator…………………………………………………..………………….. 14
Electronic Signatures………………………………....…………..…………………..……………….. 15
Setting up Electronic Signatures……….………………………………………………..………….. 15
How to use Electronic Signatures…………………………………………………………..……….. 15-16
MLS Connect…………………………………………....…………..………………………………..….. 16
Using MLS Connect……….……………………………………………………….………………….. 16
Synchronizing Transactions with Other zipLogix Applications………………………………... 16
How to Set up File Synchronization for zipForm® 6 Standard Edition………..……..………….. 16
How to Synchronize a Transaction from Professional to Standard Edition……..………..…….. 17
How to Synchronize a Transaction from Standard to Professional Edition……….…………….. 17
How to Set up File Synchronization for RELAY®…………………………………..……..……….. 17
How to Synchronize a Transaction from Professional Edition to RELAY®………………..….... 17
Product Support Information………………………………………………………………………….. 18
3
4. zipForm® 6 User Guide
Welcome to zipForm® 6
zipForm® 6 is the enhanced version of the industry’s leading real estate forms software. This easy-to-use
software is designed to increase the real estate professional’s productivity and help complete contracts
more efficiently all while reducing risk.
Please be sure that you meet the following system requirements before using zipForm® 6:
WINDOWS PC: MACINTOSH:
Microsoft Windows 2000, XP, or Vista Mac OS X (10.5 Leopard and above)
Java 1.6.0_11 or higher Java 1.5
1 Ghz CPU or higher 1 Ghz CPU or higher
1 Gig of RAM 1 Gig of RAM
1024 x 768 screen resolution or higher 1024 x 768 screen resolution or higher
Internet Explorer 6.0 or higher, or Mozilla Firefox 3 Safari 3 or Mozilla Firefox 3
Broadband Internet connection Broadband Internet connection
Creating and Using Transactions
Transactions represent a group of forms that you have saved for the client you are working with. When
you open form(s) within the zipForm® 6 program and save them, the saved file is called a transaction.
The purpose of a transaction is to record the forms and data used for each client so that you may go back
and reference them at a later date. For example, if you sell property to someone and later wish to buy it
back from them, or if you sell someone property and later they wish to buy more property. In these
scenarios you could pull the transaction up from the last time you worked with that client and have all of
their information available, and in some cases you may be able to use the same transaction and just
change a few items and save it as a different transaction.
How to Create a Transaction
Step 1:
Click on the NEW TRANSACTION icon.
Step 2:
This will open a window where you will enter a name for the transaction. The transaction name is used for
your reference. The buyer/seller name or street address are commonly used for the transaction name.
Step 3:
After entering a transaction name, select the Transaction Type and Property Type then click the OK
button.
Step 4:
On the left hand side, double-click on the forms that you wish to add to your transaction.
Click on the NEW TRANSACTION icon.
4
5. zipForm® 6 User Guide
Creating a Transaction Using a Template
Step 1:
Click on the NEW TRANSACTION icon.
Step 2:
This will open a window where you will enter a name for the transaction. The transaction name is used for
your reference. The buyer/seller name or street address are commonly used for the transaction name.
Step 3:
After entering a transaction name, select the Transaction Type and Property Type, select the Template
you wish to use to create the transaction from the Template drop down, then click the OK button.
Adding and Removing Forms From a Transaction
Adding Forms:
There are 3 different ways to add a form to a transaction. You can double click on the form you wish to
add, drag and drop the form you wish to add into the My Transaction Forms box. or you can right click the
form you wish to add and click on Add to Transaction.
Removing Forms:
There are also 3 ways that you can remove a form from a transaction. You can single click on the form
you wish to remove and then click on the Remove Form button, you can drag and drop the form from the
My Transaction Forms box to the Library Forms box, or you can right click the form you wish to remove
and then click on Remove from Trans.
Opening Existing Transactions
Step 1:
Click on the OPEN button in the tool bar.
Step 2:
A list of all of your saved transaction will open. From this list single click the transaction name to highlight
it, and click the Open button. Your transaction will now open.
Closing an Open Transaction
Step 1:
If you already have a transaction open and wish to open or create a different one, you will need to close
the transaction you currently have open. To do this, simply click on the CLOSE button on the tool bar.
Step 2:
You will now be prompted to save the transaction that you have open before it closes. If you wish to do so
click on the Yes button, otherwise click No.
5
6. zipForm® 6 User Guide
Saving a Transaction
To save the transaction you are working on click on the SAVE icon in the tool bar. This will save the
transaction as the name you specified when you created the transaction. If you just opened a form and
did not create a transaction for the forms, you will be prompted to name the transaction when you save.
Another way to save a transaction is to use the menu drop down in the File Tab. There are 2 additional
save options when using the menu drop down:
Save - The Save button saves the current transaction or template that you currently are working
on.
Save As - The Save As button will allow you to create a copy of the current transaction under a
new transaction name.
Save as Template - The Save as Template button allows you to save the currently opened
transaction as a template
Backing up Transactions
There are 2 ways to back up your transactions depending upon which version of zipForm® 6 that you
use.
Single Transactions (All versions)
Step 1:
Click on the drop down menu in the File tab and select Manage Files from the list.
Step 2:
Click on the transaction you wish to back up and click on the Export button.
Step 3:
You will be prompted to select a location to back up the transaction. You may select any location
including removable devices such as CD, DVD, or USB Flash Drive.
Entire Transaction Library (Standard Edition only)
Step 1:
Browse to the following location on your computer:
Windows XP - C:Documents and Settings<your user name>ZipFormDesktopUser
Windows Vista - C:Users<your user name>ZipFormDesktopUser
Mac OS X - Macintosh HDUsers<your user name>ZipFormDesktopUser
Step 2:
The Local folder is where all of the transactions are stored. You may back up the entire folder or pick and
choose transactions within the Local folder.
If you wish to back up your entire zipForm® 6 settings including Look Ups, Logos, Users, and Templates,
back up the entire DesktopUser folder.
6
7. zipForm® 6 User Guide
Changing a Transaction Name or Other Header Information
Step 1:
In the Edit tab click on the EDIT HEADER button in the tool bar.
Step 2:
This will open the Edit Header window which will allow you to edit the Transaction Name, and the
Transaction and Property Type.
Locking and Unlocking Transactions
Step 1:
Click on the drop down menu in the File Tab. Then click on the Lock/Unlock menu item.
Step 2:
Check the forms you wish to lock or unlock and click on the Lock/Unlock button. If you are locking the
transaction you will now be prompted to create a password for unlocking the transaction. If you are
unlocking the transaction you will be prompted to enter the password to unlock the transaction. You do
not have to make a password, you can leave it blank.
Additional Transaction Preferences
Step 1:
Click on the OPTIONS button in the Tools tab.
Step 2:
This will open a window that allows you to make some option changes. These options are described
below:
Use Template Data - With this feature selected, the program will use whatever data is typed into
a template. With is off it will only add template forms without the data.
Confirm Form Remove - This will prompt you with a confirmation on whether you are sure
before removing a form from a transaction or template.
Auto Open Cover Sheet - This will automatically open a cover sheet when you open the
application.
Active Field Color - This will change the color of the active field or the field you have selected.
Active Text Color - This will change the color of the text within the active field, or field you have
selected.
Field Background - This will change the color of all unselected fields.
Time Interval For Autosave Transaction (mins.) - This feature is used to autosave your work.
You may set up a time in minutes you wish the save to occur. For example, if you set the
autosave to 5 mins, the transaction will be saved every 5 minutes.
Default Interest Rate - The is to set the default interest rate for all transaction.
7
8. zipForm® 6 User Guide
Creating and Using Templates
A template is a group of forms that you frequently use for your transactions. This packet of forms can
have non-specific transaction data stored within the template. As an example, you can create a template
that contains the forms required for a listing, your company and your agent information. Once you have
created a template you can either start a transaction using the template or apply a template to one of your
existing transactions.
How to Create a Template
Step 1:
Click on the TEMPLATE icon.
Step 2:
This will drop down a menu to select an option. Select Create Template.
Step 3:
This will open a window where you will enter a name for the template. The template name is used for your
reference.
Step 4:
After entering a template name, select the Transaction Type and Property Type then click the OK button.
Step 5:
Select the forms you wish to use in this template.
How to Apply a Template to an Existing Transaction
Step 1:
Open an existing transaction.
Step 1:
Click on the TEMPLATE icon.
Step 3:
This will drop down a menu to select an option. Select Apply Template.
Step 4:
Choose the template you wish to use from the list and then click OK.
8
9. zipForm® 6 User Guide
Using the Forms
This section outlines features that are used while filling out the forms. These features include tools that
are essential to filling out forms and features that just make filling out the forms easier.
Form Navigation Icons
On the tool bar right above the form display, there are additional options that you can use while filling out
your forms. These icons are outlined below:
Maximize Form Manager - This button closes the form manager so that you can view the form in
full screen. If you click the button while the form is in full screen, the form manager will return.
First Page - This will take you to the first page of a form.
Previous Page - This will take you to the previous page of a form.
Next Page - This will take you to the next page of a form.
Last Page - This will take you to the last page of the form.
Scale Width - This is actually a drop down, but you can choose the "Zoom Level" for the form.
Cut - Highlight text and click the Cut button to move the selected text to the Windows clipboard.
Copy - Highlight text and click the Copy button to copy the selected text to the Windows
clipboard.
Paste - Click in a field and click the Paste button to paste text from the Windows clipboard into
the selected field.
Apply Strike-Out - This button allows you to draw a line through unwanted form text. This only
works for the form text, not a form field.
Change Text Case - Highlight text within a filled out field and click this button the change the
case of the selected text. You will be given three options to choose from. Upper Case: Changes
the selected text to all upper case, Lower Case: Changes the selected text to all lower case, and
Capitalize: Changes the selected text to have the first letter capitalized.
Apply N/A to Empty Form Field - This button allows you to fill "N/A" or any other text into any
blank fields in a form.
Add a New Note - This will add a "sticky note" to the page. You can type any information you
wish on the sticky note and place it anywhere on the page.
Toggle Fast Fill Mode - The Fast Fill button hides all existing text on a form and will only display
form fields and field names. If you are already familiar with the form, this feature allows you to
quickly enter information without having to scroll through all of the form text.
Undo Field Changes - This will undo the last change made to the form.
Redo Field Changes - This will redo the last action that was undone.
Managing Look Up Fields
The Look Up Fields button opens a window that allows you to edit, add or delete the Look Up entries.
Look Up fields contain previously typed information that appears in the drop down fields.
To manage the Look Up Fields:
Step 1:
Click on the LOOK UP FIELDS button in the Edit Tab. You may also click the Edit drop down menu to
access the Look Up Fields option.
Step 2:
Once the Look Up Fields window is opened you may remove or add any data you wish. You will need to
select the field you wish to modify from the Field drop down menu.
9
10. zipForm® 6 User Guide
Using Fast Fill
The Fast Fill button hides all existing text on a form and will only display form fields and field names. If
you are already familiar with the form, this feature allows you to quickly enter information without having
to scroll through all of the form text.
To activate Fast Fill mode, click on the FAST FILL button in the Edit Tab. You can also access Fast Fill
from the Edit drop down menu.
Using Spell Check
The Spell Check button allows you to check the spelling of words you have entered into the form fields.
Fields for company names, address or buyer/seller names are not checked.
To use Spell Check, click on the SPELL CHECK button in the Tools Tab. You can also access Spell
Check form the Tools drop down menu.
Using the Strike-Out Feature
This button allows you to draw a line through unwanted form text. This only works for the form text, not a
form field.
To use the Stike-Out feature:
Step 1:
Click on the Edit drop down menu, then click the Strike-Out icon.
Step 2:
Hold the left mouse button and drag the mouse pointer over text you wish to "strike-out".
Please Note:
This feature is not available in all states.
Using the N/A Feature
This button allows you to fill "N/A" or any other text into any blank fields in a form.
To use the N/A feature:
Step 1:
Click on the N/A icon in the Edit drop down menu.
Step 2:
When the N/A window opens, either type in the data you wish to appear in all blank fields, and click on
the OK button. By default "N/A" is typed in the box.
Changing the Field Colors
To change the field colors, click on the OPTIONS button in the Tools Tab. You may also click on the
Options icon in the Tools drop down menu. When the Options window opens. you can change the field
colors for "Active Field Color", "Active Text Color", and "Field Background".
10
11. zipForm® 6 User Guide
Changing Company Information
Company Information is the company name, address, and phone numbers that print on the bottom of
each form. This information represents the "company" that the transaction is being created under.
How to Change Your Company Information
zipForm® 6 Professional Edition Users:
Step 1:
Click on the Profile button at the top of the page. It is located next to the Logoff button. You may also click
on the My Profile tab if you are in the Home section of zipForm® 6 Professional Edition.
Step 2:
Make any changes you wish to make to your information, then click on the Save button to save your
changes. The change will only take place for new transactions. All existing transactions will have the
information they were originally created with.
zipForm® 6 Standard Edition Users:
Step 1:
Click on the OPTIONS button in the Tools Tab. You can also click on the Options icon in the Tools drop
down menu.
Step 2:
When the Options window opens, click on the Company Information tab.
Step 3:
Make any changes you wish to make to your information, then click on the OK button to save your
changes. The change will only take place for new transactions. All existing transactions will have the
information they were originally created with.
Saving Transactions as PDF Files
PDF stands for "Portable Document Format". It is a document file format in which Adobe Acrobat Reader
is required in order to view. PDF files generated using zipForm® 6 are locked and cannot be edited using
any software.
How to Save a Transaction as a PDF File
Step 1:
With the transaction open that you with to save as a PDF, click on the SAVE AS A PDF button.
Step 2:
Choose whether you wish to save the forms as Separate Files or a Single File. If you choose Separate
Files you will get a PDF file for each form selected within the transaction. Single file puts all of the forms
you choose into 1 single file.
Step 3:
Select the forms you wish to save as PDF. Uncheck any forms you do not wish to save as a PDF.
11
12. zipForm® 6 User Guide
Printing Transactions
There are 4 different print modes. This section describes how to use each print mode and what each print
mode does.
How to Print a Transaction or Single Forms Within a Transaction
Step 1:
Open the transaction you wish to print then click the PRINT icon.
With the PRINT icon you can:
Print Selected Form: Print only the selected form
Print All Forms: Print all or a selection of forms within the transaction
Print Blank Form: Print a blank copy of the selected form (Not available in all states)
Print Sample Form: Print a sample copy of the selected form (the word "Sample" will appear on
the form)
Step 2:
After making a selection, choose the desired printer and any other printing options. Click on the PRINT
button to print the forms.
Emailing Transactions
This section is an overview on how to email transactions. Transactions emailed through zipForm® 6 are
in PDF format and cannot be modified.
How to Email a Transaction or Single Form
Step 1:
Open the transaction that you wish to email then click the EMAIL icon.
Step 2:
Enter the recipient's email address into the To and CC fields. If you wish to email the transaction to
multiple recipients use either a semicolon or comma to separate the addresses.
Step 3:
Enter a subject for the email as well as any additional comments you wish to include.
Step 4:
Select the forms you wish to send then choose whether you would like the forms to be sent as one file or
separate files for each particular form. After making your selections, click the Email button to send the
email.
12
13. zipForm® 6 User Guide
Creating and Using Clauses
A clause is an individually designated provision in a contract, regulation or statute.
How to Create a Clause
Step 1:
Click on the CLAUSE button located in the Edit Tab. You may also click on the Clauses icon in the Edit
drop down menu.
Step 2:
When the Clause Editor window opens, click on the New Clause button.
Step 3:
Create the Category by typing in the name of the Category you wish to create for the Clause, or select an
existing Category if you already created one and wish to place the new clause within it.
Step 4:
Name the clause by typing in the Title field.
Step 5:
In the Clause box, type all of the information you wish to use for the clause.
Step 6:
When finished, click on the Save and Exit button the save the clause.
Applying a Clause to a Transaction
Step 1:
Click in the field you wish the clause to be applied to.
Step 2:
Click on the CLAUSE button located in the Edit Tab. You may also click on the Clauses icon in the Edit
drop down menu.
Step 3:
Select the Category the clause resides in, then select the clause you wish to apply.
Step 4:
To apply the clause to the selected field, click on the Apply Clause button.
13
14. zipForm® 6 User Guide
Creating and Using Sticky Notes
A Sticky Note is a yellow text box that resembles a physical "sticky note". You may type whatever text you
wish into a sticky note and place it anywhere on the form that you wish. The sticky note will not be visible
when you print or email the form.
How to Create Sticky Notes
Step 1:
Click on the NOTES button on the Edit Tab. You can also click on the Notes icon in the Edit drop down
menu. When you click on the NOTES button you will be presented with four options. These options are
described below:
New Note - Creates a new note to attach to the transaction.
Show All - Shows all notes that are attached to the transaction.
Hide All - Hides all notes that are attached to the transaction.
Delete All - Deletes all notes attached to the transaction.
Step 2:
To create a new note, click on the New Note button.
Step 3:
The note will now appear on the screen and you may type what ever you wish into it and drag it anywhere
on the screen.
Mortgage Calculator
The mortgage calculator can be used to figure out monthly payments of a home mortgage loan, based on
the home's sale price, the term of the loan desired, buyer's down payment percentage, and the loan's
interest rate.
Using the Mortgage Calculator
Step 1:
Click on the MORTGAGE CALCULATOR button in the Tools Tab.
Step 2:
Enter the values you wish to calculate, such as Load Amount, Interest Rate, Monthly Payment, etc., and
then click on the Calculate button.
You can also export the data to a plain text file or an Excel spreadsheet.
14
15. zipForm® 6 User Guide
Electronic Signatures
Electronic Signatures is a feature that allows you to email your forms to a client and have them drag their
signatures to the locations that need it within the form. The client will be sent an email to set up their
signature first. When the forms are signed the client can then email them back to you.
Setting up Electronic Signatures
Step 1:
Click on the OPTIONS button in the Tools Tab.
Step 2:
When the Options window opens, click on the E-Signatures tab.
Step 3:
Enter the Account ID, and Password that you set up with DocuSign when you signed up. Click on the OK
button when finished.
How to use Electronic Signatures
Step 1:
Click on the Signatures icon in the File drop down menu.
Step 2:
Select the forms you wish to send for signature by placing check marks in the boxes next to the ones you
wish to send. Then click on the Send to DocuSign button.
Step 3:
Sign into the DocuSign web site using the email address and password you set up with DocuSign.
Step 4:
Next, you will be presented with four tabs. On the first tab labeled Documents, you can create the subject
for the email, rearrange the order of the documents or remove some that you may not want to send, and
also create the email text. The email text is what will appear in the body of the email when sent. When
completed, click on the Next button or the Recipients tab to continue.
Step 5:
On the Recipients tab you need to either manually type the email address you wish to send the email to,
or click an already entered contact from the contact list below. After you enter the email address click on
the Add button. Otherwise, click on the Next button or click on the Tagging tab to continue to the next
step.
Step 6:
The Tagging tab is where you will drag and drop where you wish the signatures, initials, etc will appear on
the form. At the top of this window you will see yellow buttons for signature, Initial, optional initial, full
name, company, title, and date signed. Drag and drop one of these options to a location on the form you
wish this option to appear. When finished, click on the Confirm and Send tab.
Step 7:
Choose any additional options you might need for this email, and click on the Send button. The client will
now be send the email to set up their signature. Once this is complete the client will be able to open the
15
16. zipForm® 6 User Guide
forms and their signature, initial, or any other option you dragged and dropped on the form will auto
populate where you specified.
Please Note:
For additional support on Electronic Signatures, please refer to the DocuSign support site.
MLS Connect
MLS Connect is a feature that allows users to import data from their MLS system.
MLS Connect is available to users from MLS systems that have partnered with zipLogix. If your MLS is
interested, please click here for more information.
Please Note:
MLS Connect is for Residential Listings only. It does not support Commercial Listings.
Using MLS Connect
Step 1:
Click on the MLS CONNECT button in the Tools Tab. You can also click the MLS Connect icon in the
Tools drop down menu.
Step 2:
Enter your MLS User ID and Password and click on the Connect button.
Step 3:
After the connection is successful, enter the MLS Listing ID you wish to import data from, and then click
on the Find button. If the Listing ID cannot be found you will get a message stating this, Otherwise you
should see the data appear below the 'Find' button. Click on the 'Import' button to import the data into
your zipForm® 6 transaction.
Synchronizing Transactions with zipLogix Applications
File synchronization is the process of making sure that two or more locations contain the same up-to-date
files. If you add, change, or delete a file from one location, the synchronization process will add, change,
or delete the same file at the other location.
How to Set up File Synchronization for zipForm® 6 Standard Edition
Step 1:
From the Tools Tab or drop down menu, click on the OPTIONS icon.
Step 2:
From the Accounts tab, enter your ZipForm Online Login name and password under the ZipForm Online
Account section then click on the OK button. If you are not sure what your ZipForm Online Login name is,
please refer to the Log In Issues section of the Knowledge Base.
16
17. zipForm® 6 User Guide
How to Synchronize a Transaction from Professional to Standard Edition
Step 1:
Click on the File drop down menu and select Manage Files.
Step 2:
Click on the Include Offline Files check box so that there is a check in the box.
Step 3:
Click on the transaction you wish to Sync so that it is highlighted.
Step 4:
Click on the Sync Selected button, and then click on Sync to Offline.
If you wish to sync all files from Professional to Standard, click on the Sync All button.
How to Synchronize a Transaction from Standard to Professional Edition
Step 1:
Click on the File drop down menu and select Manage Files.
Step 2:
Click on the Include Offline Files check box so that there is a check in the box.
Step 3:
Click on the transaction you wish to Sync so that it is highlighted.
Step 4:
Click on the Sync Selected button, and then click on Sync to Online.
If you wish to sync all files from Standard to Professional, click on the Sync All button.
How to Set up File Synchronization for RELAY®
With zipForm® 6 Professional Edition open, make sure you are on the HOME section. Click on the
RELAY Manager tab, enter your Username, Site ID, and Password that you use for RELAY®, then click
on the Save button.
If you do not remember your RELAY® Username, Side ID, or Password, please click on the item you do
not remember below to recover them:
Username
Site ID
Password
How to Synchronize a Transaction from Professional Edition to RELAY®
Step 1:
Go to your Transaction List on the Home page.
Step 2:
Highlight the transaction you wish to Synchronize with RELAY®, and click the Sync with RELAY option.
17