Managing the file. Tips and tricks to quickly saving and sharing information and working more efficiently in zipform Plus and zipvault

Transcription

1 Online Real Estate Transactins with zipfrm Managing the file Tips and tricks t quickly saving and sharing infrmatin and wrking mre efficiently in zipfrm Plus and zipvault Increasing Yur Success Cngratulatins! Yur clients are referring yu t friends and family. Hw d yu grw yur business? Prfessinalism Save PDFs and ther dcuments nline alngside yur zipfrm Frms using the zipvault feature fr a cmplete transactin file Accuracy Share yur screen r share dcuments nline using the zipcnsult and ziplgix Cmmunity ( Cllabrate ) features built in t zipfrm Plus s clients can review and cntribute t the file, reducing risk Expertise Save Clauses and Templates t ensure yu always have the right legal language and required frms fr a transactin Trust ziplgix files allw yu t wrk securely nline, prtecting yur client s infrmatin fr years t cme. 1

2 Online Real Estate Transactins with zipfrm Managing the File Step 1 Step 2 Saving and String Persnalize zipfrm Add flders and dcuments, including PDFs, t the file fr strage and reference, and use Dcument Apprval t mark cntracts and files fr apprval within a brkerage. Use yur Prfile t custmize yur preferences and persnalize yur zipfrm Plus experience. Step 3 Shrtcuts t Save Time Use shrtcuts like Templates and Clauses t save time n current and future transactin files. Managing the File Step 1 Step 2 Saving and String Persnalize zipfrm Add flders and dcuments, including PDFs, t the file fr strage and reference, and use Dcument Apprval t mark cntracts and files fr apprval within a brkerage. Use yur Prfile t custmize yur preferences and persnalize yur zipfrm Plus experience. Step 3 Shrtcuts t Save Time Use shrtcuts like Templates and Clauses t save time n current and future transactin files. 2

3 Online Real Estate Transactins with zipfrm Online Archives PrTip: Search All files t recver a file that was recently accidentally deleted. Use the List View ptin t see mre details abut files Search by Status, including Clsed, Inactive, r All t find a specific file Search Status List r Icn View Deleted File Expiratin Date Update Strage Settings Change the Transactin Status r strage Expiratin Date fr a file as the file prgresses Expiratin Date Transactin Status 3

4 Online Real Estate Transactins with zipfrm Imprt r Exprt an Archive Imprt a previusly dwnladed cpy f a zipfrm Transactin t add t this file, r Exprt t save a cpy f this file n yur cmputer as a.zip (Cmpressed) file. Menu Exprt Imprt Update r review files n a tablet (such as an ipad) r a phne (such as an iphne), r sign in persn using the TuchSign feature n a tablet Learn mre at zipfrm Mbile esign Update Cntracts Get the zipfrm Mbile Cmpanin at the itunes Stre: 4

5 Online Real Estate Transactins with zipfrm Strage and File Management Yu nw knw hw t: Search and srt thrugh zipfrm Plus files Adjust the file expiratin date (zipvault ) and Transactin Status as needed Imprt r Exprt files fr extended strage Mark files fr review and apprval (zipfrm Plus Brker Editin) Use zipfrm Mbile fr phne r tablet access Tap and type t update frms Send fr signatures using the esign buttn Sign in persn with the TuchSign ptin View saved dcuments using zipvault Managing the File Step 1 Step 2 Saving and String Persnalize zipfrm Add flders and dcuments, including PDFs, t the file fr strage and reference, and use Dcument Apprval t mark cntracts and files fr apprval within a brkerage. Use yur Prfile t custmize yur preferences and persnalize yur zipfrm Plus experience. Step 3 Shrtcuts t Save Time Use shrtcuts like Templates and Clauses t save time n current and future transactin files. 5

6 Online Real Estate Transactins with zipfrm Prfile Abut Me Add yur picture, update cmpany infrmatin, and save an signature Pht Prfile Prfile Libraries Organize Libraries f frms the first library is yur default library n the All Frms tab Organize Prfile 6

7 Online Real Estate Transactins with zipfrm Prfile Settings Select yur esign prduct, enable autsave, and cnnect t utside services, such as Zapier esign Prfile Persnalize zipfrm Plus Yu nw knw hw t: Edit prfile infrmatin Add Pht Edit ffice infrmatin (if individual zipfrm users) Edit the rder f Libraries Add Pht Review the libraries and prducts yu have purchased Update esign and ther Settings Enable Autsave t save frms every fifteen minutes Cnnect t Zapier and ther external services 7

8 Online Real Estate Transactins with zipfrm Managing the File Step 1 Step 2 Saving and String Persnalize zipfrm Add flders and dcuments, including PDFs, t the file fr strage and reference, and use Dcument Apprval t mark cntracts and files fr apprval within a brkerage. Use yur Prfile t custmize yur preferences and persnalize yur zipfrm Plus experience. Step 3 Shrtcuts t Save Time Use shrtcuts like Templates and Clauses t save time n current and future transactin files. Clauses Cmmn paragraphs, sentences r phrases can be saved and inserted int frm fields quickly. 1 2 Create and save clauses using the Clauses buttn n the Transactins page. 3 Hw t insert a clause: 1. Click n a frm field 2. Click the gray pencil buttn 3. Click the Insert Clause buttn 4. Select the Clause by Categry and Title 5. Click Insert

9 Online Real Estate Transactins with zipfrm Save frms, cntacts, and dcuments t be used as frms packets thrugh the Apply Template ptin when creating r editing a zipfrm Plus transactin file. Click TEMPLATES and then click New t create a template. Templates New TEMPLATES 1. Name and Save yur template 2. Add frms, fllwing the same steps as creating a new transactin 3. Fill ut key infrmatin, such as yur brkerage name and address 4. Save yur template 5. Click TRANSACTIONS t use the template Name Save Using a Template Yu can use a template when creating a new transactin by using the Apply Template drp-dwn n the Transactin Details windw. Or, apply a template t an existing transactin with these steps: 1. Click Apply Template 1 2. Select yur template Name 3. Click Apply 2 Frms, dcuments, flders, and ther saved transactin infrmatin are autmatically applied t the file 3 9

10 Online Real Estate Transactins with zipfrm Cntacts Add r save cntacts t create an address bk fr all f yur zipfrm Plus transactins Cntacts Add New Search Click t Edit Create an exact cpy f a file, including all frms and dcuments, t easily set up a new ffer fr a buyer, r a repeat listing fr a seller. Shrtcuts Cpy a File Transactin Menu 1. Click n the Transactin Menu Cpy 2. Click Cpy 3. Enter a New Name fr the new file (Nte: the name f the cpied file will be entered by default, s it is imprtant t enter smething new t differentiate the transatins) New Name 4. Click Cpy G Cpy Beynd 10

11 Online Real Estate Transactins with zipfrm Integratin and Partners Imprt Cntacts Tp Prducer (Partners) esign DcuSign (esign, Prfile) Transactin Management relay (Transactin Menu, Prfile) SureClse (Transactin Menu) BackAgent (Partners) DcuSign Transactin Rms (Partners) Client Services Updater (Transactin Menu, Partners) Offer Runway (Partners) Hmeminders (Partners) Autmatin Zapier (Prfile) Shrtcuts Partners Transactin Menu Set up Time-Saving Tls Yu nw knw hw t: Add Clauses fr future use Use TEMPLATES Create a template (saved packet f frms) Add frms and dcuments Enter key infrmatin, such as yur name and brkerage Edit templates t keep them current Use the Apply Template ptin t start a new file using a template Cpy a file Add CONTACTS fr future use Edit a cntact 11

12 Online Real Estate Transactins with zipfrm zipfrm Plus Versins Single Agent Manage yur persnal transactins nline. Cmbine with zipfrm Standard t add ffline access. Team Editin Create and wrk in transactins tgether with any agent n yur team. Keep track f everything with autmatic histry. Brker Editin Manage brkerages, ffices, and teams nline. Create clauses r templates, use file apprval, and wrk seamlessly nline. zipfrm Brker Team zipfrm Plus Brker Editin Tls Empwer agents and manage risk with the zipfrm Brker Team multi-user slutin. Manage agents and ffices nline Transactin versight, including transactin and dcument apprval Frms and frm library access cntrls Time-saving and risk reducing tls at the brkerage, ffice, and agent-level include: Transactin Templates (frms packets) Clauses (legal language) Agent and Team management Cmplete transactin histry and easy-t-use interface that agents lve t use Secure dcument and file management(with zipvault ) Access frm any cmputer, r use yur tablet r mbile device (with zipfrm Mbile) 12

13 Online Real Estate Transactins with zipfrm zipfrm Plus Team Editin Tls The zipfrm Plus Team Editin allws team members t team up nline, seamlessly sharing infrmatin fr better transactins and smther clsings. Team transactins are shared with ther team members in real time Eliminate repetitive paperwrk Search and filter files based n the transactin wner Create templates t share with the team Team members can create transactins fr ther members Ability t have individual teams, r teams as part f the Brker Editin zipfrm Brker Team zipfrm Brker Team File and Dcument Apprval Apprve File Apprve Dcuments Apprval Open r edit frms 13

14 Online Real Estate Transactins with zipfrm zipfrm Brker Team Dcument Apprval Apprved By Apprved Dcument(s) Cmments Team Editin: Select Agent When creating a transactin in the zipfrm Plus Team Editin, the Agent defaults t the persn creating the transactin. zipfrm Brker Team 1. Use the Agent drp-dwn selectin t assign wnership f this transactin t a different agent Select Agent 2. Click Save This can als be edited at a later date by clicking n the transactin pht fr a zipfrm Plus file. 14

15 Online Real Estate Transactins with zipfrm zipfrm Brker Team Administratin An Admin is smene assigned t manage a brkerage, ffice, r team. Admins can manage users and settings, apprve dcuments and transactins, and view reprts and transactins. Click Administratin t access Admin features. Administratin Reprts zipfrm Brker Team Glbal, Office, and Agent Levels Shrtcuts and tls, such as Clauses and Templates may be prvided at the Agent (individual), Office (lcatin within the brkerage), r Glbal (everyne in the brkerage) level. The Status is selected when creating the template r clause. Agent Only viewed and used by the user (Agent) wh created this item Office Visible t and can be used within the selected ffice Glbal Visible t and can be used by every user within the brkerage Select status Status 15

16 Online Real Estate Transactins with zipfrm zipfrm Plus Brker Team Editin Yu nw knw hw t: Wrk nline in a team r brkerage setting Submit dcument r transactins fr apprval using the dcument and transactin apprval tls Assign a transactin t anther agent n the team using the zipfrm Plus Team Editin Access the Administratin tls if yu are a Brkerage, Office, r Team Admin in zipfrm Plus The difference between Glbal, Office, and Agent levels fr tls, such as Templates and Clauses Try it! Reinfrce yur learning Next Steps Sign in t zipfrm Plus Create yur wn zipfrm File t practice Add the frms yu need fr a standard listing r sales presentatin, s yu will be prepared fr yur next client presentatin Explre the features within the file dn t be afraid t try smething new! If yu need t, use the Delete buttn t delete the file Learn mre! Review yur training and increase yur skills Training n Demand Step-by-Step Instructins Click the (?) buttn in zipfrm Plus Live Webinars Sign up fr a future live training at

17 Online Real Estate Transactins with zipfrm Training and Supprt Training - Training n demand: - Live nline training via webinar: - Click the (?) icn r HELP link fr in-app training and supprt in zipfrm Plus Supprt - Phne supprt: hurs Mnday - Friday - 10 am t 10 pm Eastern Time Saturday and Sunday - Online Supprt, FAQs, and Knwledge Base: Thank Yu Additinal infrmatin and resurces: 17