zip pFo orm Pluus He elp at a G Gla ance ® Co ontentss Quick Tools .............................................................. 2 Step-by-Step: Startting a File .......................................... 3 NSACTIO NS....................... 5 The zipFForm® Plus File: TRAN The zipFForm® Plus File: Form ms and Doccuments ................. 5 Using ziipLogix Dig gital Ink® ........................................ 7 Using DocuSign® ® ..................................................... 8 Using ziipVault® ....................................................... 9 Transacttion Archivving and Storage S .............................. 10 Personalization for zipForm® Plus ................................. 11 d Tricks ......................................................... 12 Tips and He elp at a Glance e: Quickk Tools The zzipForm® Quicck Tools are ea asy to understa and buttons. Here H are some tools to get yo ou started. Ho over your mousse over a tool to ma agnify the tool and its descrip ption in zipForrm® Plus. Hom me Page Forms – Opens the foorms editing. Shortcut S to open ning and filling out a form with hout starting a new transactio on file. New – Start a new fiile to store formms and documents. Clause es– Save or manage m text (Cla auses) so that the text (Clause s) can be inserrted into forms w when appropria ate. Legal and broke erage mandate ed text are commonly added as a clauses. Use a clause by cl icking on a fielld inside a form m, and then clicking th he Clauses buttton. Lookup p Manage er List Vie ew – Edit the teext that is used for the drop-doown Lookup Fieelds. – Switch to viewing a lisst of the transacction files, docuuments, or contacts (zipForm® ® Plus will reme ember your preferencce. Form ms Page Fullscrreen – View the t form full scrreen (removing the All Forms a and My Forms tabs, along witth all zipForm® ® Plus menus, ex xcept the forms editor buttons)) – When in full screen mo ode, this button n will return you u to your regula ar form view Save – Click to save your changes (Tip: ( the save button b is only bl ue when you h have unsaved changes. It will be gray if all changes have saved)) Send – Fax or email forms and/or documents d to any fax number or email addreess Print – Print this form, or select formss to print Apply template Save as a PDF – Add a template (a saved packet p of forms)) to this file – Download a cop py of selected fo orms from this ffile as a locked d PDF documen nt Importt from MLS S – Import MLLS data into youur forms (for MLLS participatingg in zipForm® MLSConnect) Sign – Click to prepaare documents to t be sent for siignatures using g zipLogix Digittal Ink® or DoccuSign® w.ziplogix.com m/zipformpluss www He elp at a Glance e: Step-b by-Step Sttartinng a File e The transaction file is a sett of contracts (zipForm® forms) fo or a specificc client or p property. Tra ansaciton inforrmation, inccluding Tran nsaction Parties and Prroperty Info ormation, auutomaticallyy flows from m form to form m as each co ontract is co ompleted orr updated within w zipFo orm®. Ste ep One Step One: Click the New w button on the TRANS SACTIONS p page Sttep Two Step Two: Enter the prop perty address to name thhe file Tip: You ccan later search for files by name, add dress, client’s nname, and more using g the “Enter Ke eyword(s)” field d on your Trransactions page Step Three ppropriate Step Three e: Select the ap template ((forms packet) to start the file e Tip: This te emplate will ad dd key required fo orms to the file e. If you do not see the Te emplates optionn, you do not have any templates available. Create master tem mplates on the TEMPLATES page. Step Fou ur w.ziplogix.com m/zipformpluss www Step Four: Click Save He elp at a Glance e: Step-b by-Step Step p Five: Click a form in the All Forms tab to a add it to the file. Step Five F Step p Six: Click a form to open it annd fill it out Step p Seven: Clickk and type to fill o out form fieldss Step p Eight: Click Save Step Sixx Step p Nine: Click Email to email or fa ax contracts Step Eight Step Seven S w.ziplogix.com m/zipformpluss www Step Nine N He elp at a Glance e: TRANSACTIO ONS Thhe ziipFo orm® Pluss File e TRANSA T ACTIONS S Page Easily start a new file, or quickly find filess with real-timee search and p personalized ffile views. Profile Se ettings Ne ew File Search Ke ey Tools: Switch to a list view of files Start a ne ew file Send a PDF for signa atures Open the e forms editing page Open w.ziplogix.com m/zipformpluss www Tra ansaction n File Click thee file name to o open the file. TTo edit the piccture or file propertiees, click the pro operty image. Or, click the menu arrow [v] for mo ore options. He elp at a Glance e: Forms and File es Form ms Page the All Forms tab to aadd a new form to the file. Easily fill out transa action contraccts, or click a fo orm in This File All Forms Key y Tools: Switch to fu ull screen v iew Transaction n Informatio on Fast Fill mo ode Import MLS S listing datta Insside the Transacti T ion File Clicck a document to open it. Click and drag a document to o a folder on thhe left to organize the file. Menu Key To ools: App ply Template e Add d (upload) a new document Add d a folder Send d (email or fax) forms w.ziplogix.com m/zipformpluss www He elp at a Glance e: zipLog gix Digittal Ink® Comple ete eSign integ gration with zip pLogix Digital Ink® makes it easy to createe professional,, accurate signing packets for an ny transaction file. Signing documents d withh zipLogix Dig gital Ink® creattes a complete, verifiable signed s docume ent which cannnot be altered after signing. With a fully inntegrated digital signing s experie ence, it is easiier than ever to o bring the seccurity and convenience of digital signaturres to the closing table. Select Document D Signer Send Add Taskss zipLogix Digital Inkk® Integra ation Full zzipLogix Digital Ink® integrattion allows zip pLogix Digital Ink® users to: Set up the sig gnature packet, including doccuments, signe ers and signatuure tags, in thhree easy stepss, without leaving zipFo orm® ns so that the signature packe et is easy to id dentify in the fuuture Name signatuure submission View the statuus of packets sent to zipLogixx Digital Ink® and update ssignatures pacckets from within zipForm® PPlus Review submiission records for signatures of individual documents d Automatically fills signer con ntact informatio on directly from m the Parties ta ab Save or print a complete hisstory of the sig gnature progre ess, including eemails sent to ssigners (zipVault® subscribers only)) Automaticallyy receive a fold der of signed PDF documentts stored in the e zipForm® Pluus file when signing has been b completed d by all partiess Che eck Status w.ziplogix.com m/zipformpluss www He elp at a Glance e: DocuS Sign® Using the eSign button to connect directly to DoccuSign® makees it easy for a any agent to create professsional, accurate signing pacckets for any client. Send forrms for signatures without the e hassle of new tabs, windows, or pop-ups. p With a fully integra ated signing exxperience, it iss easier than ever to get to th he closing table. Messag ges Templattes and too ols Sig gnature Tag gs Se end D DocuSign® ® Integratio on Complete DocuSign® ® and zipForm m® Plus integrration allows DocuSign® D sub bscribers to: Se et up the signa ature packet, in ncluding docum ments, signers and signaturee tags, in threee easy steps, w without leaving g zipForm® Name signature e submissions so s that the signnature packet is i easy to idenntify in the futurre Check the statuss of packets se ent to DocuSign® or review status of signa atures at a glannce from within zipForm® Pllus View submission n records for siignatures of individual docum ments Auutomatically fills signer conta act information directly from the t Parties tab Sa ave or print a history h of the signing s process (ziipVault® subsccribers only) Automatically A re eceive a folder of signed PD DF documents sstored in the zipForm® Plus ffile when sig gning has bee en completed by b all parties Check Status w.ziplogix.com m/zipformpluss www He elp at a Glance e: zipVault® zipVa ault® makes it easy to store documents and files securelyy online withinn your zipForm® Plus accounnt. With docum ment storage and o online file reten ntion built seam mlessly into zip pForm® Plus, using u zipVault® ® means savinng time and m money. Adding g a document to zip pVault® activa ates extended storage s for the e file, with an expiration e datee that can be ccontrolled, so agents and brrokerages can easilyy and securelyy store files online. 3 2 1 4 6 5 zipVault® Online Storage S Click A Add Document (1) to uploa ad a file from your y computer. As soon as thhe first documeent is added, the zipVault® extended file storag ge is activated for the transacction. The transsaction will be e available on zipForm® Pluus until it is dele eted manually by you, or until the Exxpiration Date (2) (whicheve er comes first). Click the cale endar button neext to the expiiration date to choose a diffe erent date. Docum ments can also o be added to the file by usinng the Email to o zipForm® orr Fax Coversheeet features onn the advanced d File Menu (3). Unsigned forms can be preserved as part of o the file for shharing or docuumentation usinng the Save a s PDF (4) buttton, and saving g selecte ed forms to the e file. Signed forms f sent using the e-Sign button b with DoccuSign® or zip pLogix Digital Ink®, or signe ed on a tablet with TouchSign®, are added auto omatically to a new Signed Folder (5), onnce signing is completed byy all parties. Docum ments stored online can be emailed, e faxed d, or included in eSign packkets alongside forms. Documents can also be shared online using the Sha are (6) button. Use Share to send a link to view documeents to anyone with an email address. It is a great way to t g about email attachment a sizze. share documents without worrying Send documents in to zipVault®, or ask someonne else to send d you docume nts. Documentts can be emailled to a transa action as email attachments using u Email to o transaction, or can be faxxed from any fax m machine by following the faxing instructionss on the Fax cover sheet. Bo oth options ca an be found under the advanced d File Menu (3). w.ziplogix.com m/zipformpluss www He elp at a Glance e: Archivving and d Storage Mana age and archive stored onlin ne transactionss using zipForm m® Plus and zzipVault®. Youur TRANSACTIIONS page co ontains powe erful tools to so ort files, track online o storage,, and quickly find f the transacction you need d. 5 3 1 2 4 Transaction Storage Browse e TRANSACTIO ONS in Icon View V for large pictures, easyy identification , and brief deetails about the e file. Switch to o List View to see add ditional transacction details, including file expiration e date es. The Icon Viiew/List View w Button (1) located next to yyour sort options will change your y viewing preference p for this t page. zipFForm® will rem member this prreference until you change itt again. List view w makes it eassy to see the Exxpiration Date e (2) for all file es. The expira tion date tells you how long the file will be e stored online e. Files ca an be exported d (3) to download all or part of the file forr offline storag ge. Files stored d offline can be e imported back to zipForm® ® Plus whhen needed. Open a transaction to o update the expiration e date e. Files with ad dditional docu ments stored inn zipVault® w will have an expiration date under thhe file name when w you open n the file. Clickk the calendar button next to o the expirationn date inside the file to channge the date. Files tha at only have livve forms and do d not have ad dditional docuuments are storred for fourteen months afterr the date they were last edited. Open the file and change text t inside one e or more formss, or add a do ocument to thee file, in order to extend the e expiration date e. Files wiith the zipVault® icon (4) contain docume ents stored in zipVault®. z Cli ck the zipVauult® product b button (5) at thhe top of zipForm m® Plus to sort by zipVault® transactions. Markk a file as close ed or inactive to continue sto oring that file online o without cluttering yourr list of active ttransactions. 1 1. Click the property p photo o to edit transa action details 2 2. Change th he transaction Status to Inacttive or Closed d 3 3. Click Save e Inactiive and closed d transactions will w not appea ar on your main TRANSACTI ONS page byy ed, or All files by clicking the arrow on thee search (Enter defauult. Search for Inactive, Close Keyw words) field on the TRANSAC CTIONS page, and selecting g to search forr Closed, Inactive, or All file es. w.ziplogix.com m/zipformpluss www He elp at a Glance e: Personnalizatio on Emaills sent from zip pForm® Plus incclude your pho otograph and email signaturre, which can be added thro ough your profile, and a prope erty photo, wh hich can be ad dded to the file e by clicking on o the photo onn the property folder. Yo our Picture and a Signature A personal profile image annd email signature can be e added throug gh the Ab bout Me sectio on of the zip pForm® Plus Profile. Enter updates an nd click ave to save cha anges. Sa Profile Add Prope erty Image A property ima age can be added when ccreating or modifying Trannsaction Details. Add Ph hoto w.ziplogix.com m/zipformpluss www perty image Click the prop placeholder to o open TTransaction De etails and add a Photo from your computer. He elp at a Glance e: Tips and a Trickks There e are many wa ays to customizze your new zipForm® Plus account. a Heree are some tipss and tricks to make your life e easier. Tip 1: Save clauses and use e them in te ext fields Comm mon paragraph hs, sentences or phrases ca an be saved and in serted into form fields quicckly. Create a and save clause s by using thee Clauses buttton on the Tra ansactions page, and then inseert a clause ussing the Insertt Clause button within a text field on n a form. Inssert Clause To rea ch the Insert C Clause button, click on a fo orm field. Clic ck the gra ay pencil butto on to open the insert clause e and change e case b buttons. Tip 2:: Enable 15 5 minute Autosave While you are wo orking in your forms, zipForrm® Plus savves your file automatically every time you mo ove to a diffe erent form, add m, remove a form, email, print, or sen nd a form for sig gnatures. Ho owever, some etimes it help ps to havve just a little more peace e of mind. Set S Autosa ave from the Settings secction of your Profile e to save filess every fiftee en minutes fo or added d security. Orrganize P Profile Au utosave Tip 3: Sort your form librariies Use thhe Libraries ssection of yo our profile to organize, or o braries to reflect which rearra ange the ord der of form lib libraryy appears byy default and d the order ffor libraries in i your fform librariess page. Tip 4:: Set zipForrm® Plus as your default At the bottom of yo our Profile se ection for Setting gs, you can check c a box that will ma ake zipForrm® Plus your default view w when you sign in n! Save yourr changes, and this setting will remain until yo ou change itt again. w.ziplogix.com m/zipformpluss www zipForm® ® Plus
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