zipform 6 Certified Training Manual 0

Transcription

1 zipform 6 Certified Training Manual 0

2 zipform 6 Certified Training Manual 1 Table of Contents Introduction 4 Online Real Estate Transaction Tools 4 The real estate business is changing. 4 How does zipform work? 5 How does relay work? 6 How does ziplogix Digital Ink work? 7 Getting Started with zipform 8 System requirements 8 WINDOWS PC: 8 MACINTOSH: 8 Signing in 8 Single Sign On (SSO) or Portal Websites 9 Bookmarking zipform 6 9 Linking to zipform 6 9 Signing up or renewing zipform 6 10 Sign up or renew a zipform account 10 The ziplogix Shop 10 Your Account and Products 11 Order or Renewal Complete 11 Forms 12 The Forms Page 12 Adding Forms 13 Finding Forms in a Library 14 Preview forms 14 The Cover Sheet or Transaction Data Sheet 16 Basic Information for the Transaction 16 Filling out forms 17 Viewing Forms 17 Expand a Form to Fill the Screen 17 Jump to a Page 17 Zoom In or Out 17 Editing tools 18 Look Up Fields 19 Keyboard Shortcuts 19 Menu Icons 19 Tools within the zipform 6 Menus 1

3 zipform 6 Certified Training Manual 2 File Menu 1 Drop Down File Menu Icons 3 Edit Menu 4 Drop Down Edit Menu Icons 5 Tools Menu 6 Drop Down Tools Menu Icons 7 Help Menu 8 Drop Down Help Menu Icons 8 Form Templates 9 Creating a template 9 Adding Forms 10 Entering Information 10 Saving Changes 11 Changing Company Information 12 How to Change Company Information 12 zipform 6 Professional Edition Users: 12 zipform 6 Standard Edition Users: 12 Home (zipform professional) 13 Transaction List 13 Transaction Menu 13 Templates Manager 14 Template Menu 14 Template Search 15 Editing and Copying Templates 15 Edit a Template 16 Copy a Template 16 Clause Manager 17 Editing a Clause 17 My Profile 18 Library Manager 18 relay Manager 18 File Management (zipform Elite) 20 Manage where files are stored at all times 20 Brokerage and Office Administration 21 Home Page 21 Transaction List 22 Create and View Transaction Files 22 Transaction Menu 22

4 zipform 6 Certified Training Manual 3 Reassign a Transaction 23 Agent List 24 Manage the Users in an Office or Brokerage 24 Agent Search 25 Agent Menu 25 Add Agent 26 View Agent 27 Edit Agent 28 Reset Password 29 Delete Agent 29 View Transactions 30 Office List 31 Manage Offices and Locations 31 Add Office 31 Office Menu 32 View Office 32 Edit Office 32 Delete Office 33 Library Manager 34 Manage Available Forms 34 Library Manager Menu 34 Hide Forms 35 relay Manager 36 Complete Transaction Management 36 Reports 37 Download Information on Transactions and Agents 37 Select a report 37 View Brokerage Summary Report 37 Reports Advanced Search 37 Product Support Information 38 Help Desk 38 Sales 38 zipform Website 38 Mailing Address 38

5 Introduction Online Real Estate Transaction Tools The real estate business is changing. zipform 6 Certified Training Manual 4 It is all about response time. Real estate transactions continue to become more complex, and buyers and sellers continue to demand more communication. Agents need to focus on client interaction while juggling the paperwork behind the scenes. ziplogix was created to help every agent work smoothly and professionally online. The ziplogix products work to affordably streamline the paperwork process so that agents can get back to what they do best: helping people find homes. There are four primary products that ziplogix offers to all real estate agents: zipform creates a space where agents can quickly fill out professional contracts with fewer mistakes. For more information, visit zipvault stores computer files next to the live forms within a zipform. It gives users the ability to have the documents necessary to a transaction available online, anytime 24/7. For more information, visit relay acts as an online brokerage where agents, clients, assistants, service providers and brokers can easily work together and share information instantly. For more information, visit ziplogix Digital Ink is the most secure way to get a signature. It allows any zipform user to send a document to be signed with the click of a mouse. Digital signatures make the signature process easier, faster, and more efficient. For more information, visit ziplogix offers affordable solutions for today s agents and their brokerages. Unlike other systems which charge for usage and have hidden fees, zipform, relay, and zipvault are provided with one low, flat fee per annual subscription. Signatures are easy to manage on a transactional basis, since users pay one flat fee for ziplogix Digital Ink signatures within a transaction, no matter how long that file is open, or how many signatures are needed. REALTORS (members of the NATIONAL ASSOCIATION OF REALTORS ), may purchase zipform, zipvault, relay, and ziplogix Digital Ink at discounted prices, as a benefit of their membership in the NATIONAL ASSOCIATION OF REALTORS. In addition, members of some state and local associations may receive these products at additional discounts, or at no charge, as a benefit of their membership within that state or local association.

6 zipform 6 Certified Training Manual 5 How does zipform work? zipform allows agents to select and fill out real estate forms by typing in the appropriate fields. Forms are created by brokerages and associations for agents to use. zipform is available in three versions. The version name designates how files are stored, but all versions run the same core software. Users can upgrade versions at any time, although there may be a charge to upgrade. Time-saving tools Professional Contracts Online Convenience zipform Standard allows an agent to work on a home or office computer. Files are stored on the computer s hard drive, and can only be accessed using that computer. zipform Professional allows an agent to work from any computer. Files are stored online and available by visiting a webpage (the broker, MLS, or local association website or and entering a username and password. zipform Professional is used within a brokerage to oversee and assist in the transactions for all agents belonging to the brokerage. This is called the Broker Version. zipform Elite allows an agent to store files online and on a home or office computer. Files can be synchronized back and forth between online and offline storage by the user. If a user on the Broker Version also purchases or uses zipform Standard, then that user can also store files on a home or office computer s hard drive. Files stored on the home or office hard drive will only be stored in the brokerage account if the files are synchronized. Additional tools and options, such as MLS-Connect and zipform Mobile Web Edition can enhance the zipform program for agents in need of additional features and services.

7 zipform 6 Certified Training Manual 6 How does relay work? relay allows agents to create an online file where they can securely store documents, activities, notes, and important information about a file. This information can be easily shared online with other people participating in the real estate transaction. zipform and relay work hand in hand. relay can import forms and transaction information directly from zipform, organizing and storing a record of the transaction. This reduces the risk in the transaction, creates less paper waste, and increases the communication and transparency between agent and client. Secure Communication Online Brokerage Task Management relay is available for single agents and brokerages of any size. Agents can work with all participants in the transaction at no additional charge, including: Buyers Sellers Brokers Transaction Coordinators Agent Assistants Service Providers The agent representing the other side of the transaction The annual relay subscription includes unlimited transaction files, which can have unlimited documents, s, faxes, tasks, notes, contacts, and history entries. Users can sign in securely at

8 zipform 6 Certified Training Manual 7 How does ziplogix Digital Ink work? ziplogix Digital Ink allows agents to send a set of forms or documents for digital signatures. Located directly within the zipform file, ziplogix Digital Ink allows users to take the next step and send forms or documents directly to clients for signatures. Any zipform user can click the esign button on the File menu to get started. Real estate professionals can easily prepare documents and forms to be signed by clients, agents, and other participants. ziplogix Digital Ink automatically marks the areas where each party will sign the documents inside a zipform form, and s signers when it is their turn to sign the contracts. A signer can click the secure link in their , create a digital signature, and click to sign a document digitally, saving on shipping and courier costs while speeding up the signing process. Send directly from zipform Secure digital Click to Sign With no hardware to buy and no software to install, ziplogix Digital Ink is the easiest way to sign contracts. Faster and easier to sign documents Better protection of confidential information Fewer mistakes requiring corrections and additional work Faster closings Automatic storage and easy downloading of signed contracts Users can add credits for using ziplogix Digital Ink, or switch between esign programs directly through their Tools > Options > esign menu on their zipform account.

9 Getting Started with zipform System requirements zipform 6 Certified Training Manual 8 The following minimum system requirements must be met to receive technical support. Windows PC: Macintosh: Microsoft Windows 2000, XP, Vista, or 7 Java version 6 updates GHz CPU or higher 1 Gig of RAM 1024 x 768 screen resolution or higher Internet Explorer 6.0, 7.0, 8.0, or Mozilla Firefox 3 or higher Broadband Internet connection Mac OS X (10.5 Leopard) Java GHz CPU or higher 1 Gig of RAM 1024 x 768 screen resolution or higher Safari 3, Safari 4, or Mozilla Firefox 3 or higher Broadband Internet connection Signing in Sign up for a zipform Brokerage account at (see Signing Up for zipform). When signing in, all users enter a username and password. Username and password settings are provided when signing up for an account. In most cases, the user will visit to sign in. Figure 1: Sign in at zipformonline.co m When signing in for the first time, create a password by entering the account address or Username and leaving the password blank, and create a password on the next page. Recover a password or username here. Click Sign In to continue.

10 zipform 6 Certified Training Manual 9 Single Sign On (SSO) or Portal Websites In some cases, users may sign in through a portal website (such as a password-protected brokerage or association website). If this is the case in an office, users will need to be directed to the appropriate website for the office s area or brokerage. Usernames and passwords for the portal website cannot be retrieved or controlled through zipform. Bookmarking zipform 6 Add zipform 6 to a browser s favorites or bookmarks list by visiting and clicking CTRL + D (Windows) or COMMAND + D (Macintosh) on the computer keyboard. This will put zipform into the web browser s list of favorites or bookmarks so that it is easy to find in the future. Many computers will also allow a user to create a shortcut on their desktop if you click and drag the website icon to the desktop. Linking to zipform 6 To make it easier to sign in to zipform, a brokerage can link to the zipform sign in page which agents can access their forms. Basic HTML is the easiest way to insert this link into a website. A website may use HTML code such as the following: <a href= click here to sign in to zipform Professional</a> On a website, the above HTML will appear as: Agents, click here to sign in to zipform Professional Custom links, also known as portals, can also be created for a brokerage. Brokerages may contact their zipform sales representative for more information and pricing.

11 Signing up or renewing zipform 6 Sign up or renew a zipform account zipform 6 Certified Training Manual 10 When ordering zipform 6, a user is prompted to create a ziplogix identity. Current ziplogix users might also be prompted to renew the account when zipform 6 expires. Users are asked to renew zipform 6 every year, even when zipform is a member benefit. This ensures current and correct contact information for the zipform account. If a user belongs to a brokerage or association, the renewal process is seamless. Brokerage accounts are ordered and renewed by an office manager or broker. In an association, a user is asked to confirm current contact information, and then the user may proceed to their renewed zipform 6 Professional (online) account, or continue to automatically download the new zipform 6 Standard (desktop) account. If a user does not belong to an association or brokerage which offers zipform as a benefit to its members, then the user may renew zipform from within his or her personal zipform account, or purchase zipform independently at The ziplogix Shop Users visiting can sign in to the ziplogix Shop to order or renew zipform 6. Enter any current user information (if applicable), and click Continue. Figure 2: The ziplogix store page for zipform 6. Select whether or not you are a returning user. If someone has recently visited a trade show, or received a zipform flyer, they may have a promotion code (most users do not have one). Click Continue to create an account New users will be prompted to confirm contact and order information, and create their account.

12 Your Account and Products zipform 6 Certified Training Manual 11 The Your Account screen displays information on the ziplogix products within this account. To install zipform 6 Standard Edition, click Download Now. To sign in to zipform 6 Professional, visit or your association or brokerage portal (see Single Sign On instructions for more information). Figure 3: Your Account. Order confirmations appear under My Messages. A summary of ziplogix programs To add libraries or products to this account, click Shop for additional products. View or update the user profile for ziplogix. Helpful links can be found under My Support Order or Renewal Complete Congratulations! You are now using zipform 6, with powerful new features that work on Windows XP, Windows Vista, Windows 7 and Mac OS X. For additional help or training with zipform 6, please click on the Help or Support links built in to zipform 6, or visit

13 Forms The Forms Page zipform 6 Certified Training Manual 12 Fill out contracts, open or print files, and view forms and contracts from the Forms page. zipform Standard users will see the forms page when zipform opens. zipform Professional users, and zipform Elite users who are working online will need to click the FORMS button at the top of the page to reach this screen. Figure 4: The Forms page in zipform 6. Click FORMS or open a file in zipform 6 Professional to reach this page At the top of the page are the menu tabs. The Forms and Libraries Manager is on the left of the screen. Forms open and can be filled out to the right of the screen.

14 zipform 6 Certified Training Manual 13 Adding Forms The Form Manager contains a list of the forms which are part of the transaction file, also known as My Transaction Forms (forms that can be filled out). Below the My Transaction File section is the Library Forms list. A library is a set of blank forms provided by an association or brokerage which can be added to the transaction. Click and drag, click Add Selected Forms, or double-click to select forms from the Library and add them to the file. Figure 5: Add forms by: - Doubleclicking on a form - Clicking on a form and clicking Add Selected Forms, or - Clicking and dragging forms from the Library Forms to the My Transaction Forms area. TIP: Hold down the SHIFT key or the CTRL key to select and add more than one form at a time. Forms can also be added or viewed by right clicking on a form name. Figure 6: Right click to add a form to the transaction, or to print or preview the form.

15 zipform 6 Certified Training Manual 14 Finding Forms in a Library There are a number of different ways to find forms within a library of forms provided by a brokerage or association. Users can view forms in a specific form library selected from the drop-down library forms list, or select the All Libraries -- option on the drop-down list in order to view all available forms. Look at a list of the forms within a library sorted by form name (Alphabetic), form number (Numeric), assigned category (Category), or Search for a specific form by entering part of the form name and clicking the search binoculars. Figure 7: Library Forms. Select the library of blank forms from the drop-down list. Select a tab to sort or search through forms. Forms with a gray form icon next to the form are already part of the transaction. Click and drag or double click on a form name to add it to the transaction and begin filling out form fields. Preview forms Right click on a form name to add, print, or preview a form from the library.

16 zipform 6 Certified Training Manual 15 Figure 8: Form Preview. Right click on a form in the Library Forms to preview the blank form before adding it to a transaction file. The form preview appears on top of the transaction. Click to Add to transaction, Print, or Close the preview.

17 The Cover Sheet or Transaction Data Sheet Basic Information for the Transaction zipform 6 Certified Training Manual 16 The Cover Sheet or Transaction Data Sheet contains the basic information for the property, buyer, seller, agents and contacts participating in the transaction. Information entered on the cover sheet will be copied to all of the forms within a transaction file. Transactions which use the cover sheet form will automatically update the primary fields within the contracts in this file. Figure 9: Transaction Cover Sheet. The Cover Sheet allows basic property information to flow between all contracts in this transaction. Updating one field will update that field in all forms. Using the cover sheet also means that key information is updated across the forms in this transaction. For instance, changing the Listing Date on the Listing Contract will update the Listing Date on any form. Most cover sheet forms are very similar, but may vary according to the library. The information contained on a cover sheet is defined by the association or brokerage that created the form library. Each form library has its own cover sheet or transaction data sheet, but once a cover sheet is used in a transaction, the information will flow between forms even if those forms are from different libraries.

18 zipform 6 Certified Training Manual 17 Filling out forms Viewing Forms Once a form is part of the transaction, it can be selected through the drop-down list of forms within this transaction, or by clicking on the form name. Figure 10: Use the dropdown list to select a form to view, or click on the form name inside the My Transaction Forms area. Expand a Form to Fill the Screen Expand a form to fill the screen by clicking on the Minimize Form Manager button. This will expand the form to fill the computer screen. Click again to bring back the Form Manager and Menus at the top of the screen. To minimize only the Form Manager, click the show/hide arrows located between the Form Manager and the form. Click again to expand the Form Manager. Jump to a Page Scroll down to view the pages within a form, or jump to a page within the form using the arrow buttons or text entry field. Figure 11: Click a single arrow to move to the first or last page. Click the double arrows to move back or forward a page. Enter a page number to jump to that page. Zoom In or Out

19 Use the drop-down zoom menu to zoom in or out on the page. Select Scale Width to fit the width of the form to the computer screen. zipform 6 Certified Training Manual 18 Editing tools The quick edit toolbar contains icons of tools that are useful within every transaction. Click a tool button to select and use that tool. Figure 12: Quickly edit information on a form using the buttons on the toolbar. Cut (or CTRL + X) Moves selected text to the clipboard. Highlight text in a field and use the Cut button to remove that text, placing the text on the computer s clipboard. Copy (or CTRL + C) Copies selected text to the clipboard. Highlight text in a field, then click Copy to duplicate the highlighted text, placing this text on the computer s clipboard. Paste (or CTRL + V): Pastes text from the clipboard. Click the Paste button to insert the Cut or Copied text into another field. Text can be Cut, Copied, and Pasted within zipform, and it may also be cut, copied, or pasted from other computer programs, such as s, documents, or websites. Strikeout Allows unwanted form text to be lined out. Click the Strikeout button, and then click and drag, highlighting boilerplate text within a form (not within a field) in order to line out the text. Text will appear as so: Sample strikeout text. Highlight the text again or double-click the lined out text in order to remove the strikeout. Strikeout is not available in some areas. Change Text Case Changes the capitalization for the text of a field. Click on a field, then select Upper Case (SAMPLE TEXT), Lower Case (sample text), or Capitalize (Sample Text). This will change the text in the field to upper case text, lower case text, or it will capitalize the first letter of each word. N/A This button fills "N/A" or any other text into any blank fields in a form. Click the N/A button and the Fill form s empty fields dialog box will appear. To apply the N/A option, click Apply. To remove the N/A text, click Remove. To change the text used to fill in the blank fields, click on the N/A field and type the new text to fill in the blank fields on this form. Add Note The Notes button allows a user to attach "sticky notes" to the transaction forms. Click the add note button to insert a yellow note on the form page. Type the note in the yellow square. Click and drag the top of the note to move the note anywhere on the page. Click the note icon on the upper left corner of the note in order to hide the note, change the size, or edit the color, font, or header.

20 zipform 6 Certified Training Manual 19 Fast Fill The Fast Fill button hides all existing text on a form and will only display form fields and field names. Click the fast fill button to show only the form fields on this form. Click it again to bring back the full form text. This feature allows a user to quickly enter information without having to scroll through all of the form text, and is best used once a user is familiar with a form or contract. Undo This button will undo the last change made to a field. Click the undo button in order to remove the last changes made in a form field. Redo This button will redo the last undone change. Click the redo button in order to bring back the last changes undone in a form field. Highlighter Click the Highlighter button, and then click and drag, highlighting boilerplate text within a form (not within a field) in order to line out the text. Text will appear as so: Sample highlighted text. Click and drag to highlight the text again in order to remove the highlight, or double-click the highlighted area. Look Up Fields Look Up Fields contain information previously typed into a form field. The look up field for a form field appears as a drop down list within the form field. Figure 13: Look up field for the Street Address. Click the arrow in the field, and then click the text to fill in the field. Look up fields save time with information that has already been entered or filled out in previous files. Edit text within the look up fields through the Look Up Fields button on the Edit Menu. Keyboard Shortcuts When filling out forms, keyboard shortcuts can save time using the keys on a computer s keyboard. Page Up Move up one page. Page Down Move down one page. Home Jump to the first page of a form. End Jump to the last page of the form. Tab Go to the next form field. Enter Go to the next form field. Down arrow key Scroll through Look Up Fields list. Space Bar Check off the current check box. Automatically Formatted Fields (Dates, Prices, etc) Space Bar Override Formatting ESC Restore Formatting Standard Shortcuts (Use ALT key on a Mac) CTRL + C Copy CTRL + X Cut CTRL + V Paste CTRL + Z Undo

21 Menu Icons Tools within the zipform 6 Menus zipform 6 Certified Training Manual 1 There are four Menu Tabs in zipform 6: File, Edit, Tools, and Help. Each menu tab within zipform 6 has a number of helpful icons (buttons) to perform actions within zipform 6. The most commonly used icons are listed in the main menu as large icons. Clicking the Expand Menu button will display a drop-down menu with additional menu options. File Menu The File Menu tab contains tools to edit and manage this transaction file or saved transaction files and templates. New Transaction The New Transaction button is used to create new transaction files within zipform 6. Transactions are used to save the forms and data for a specific client and access these forms and data at a later date. Users may also open forms from their Form Libraries without creating a transaction file first. Transaction Information The Transaction Information button is used to fill out contact information for a set of forms. The zipform Address Book can be used to pull saved contacts into the primary contacts for the forms. Transaction Information works hand-in-hand with the CoverSheet form in most libraries. Template The Template button is used to either create a new template or apply an existing one. The Template button contains the following options: Create Template - Creates a new template. Apply Template - Applies an existing template to a transaction. A template is a group of forms and data frequently used within transactions. For example, a template can be created that contains the forms required for a listing, filled out with company and agent information. Once a template is created, it can be used to start a transaction, or it can be applied template to an existing transaction. Open The Open button is used to open an existing transaction, template or clause. Clicking the Open button opens a dialog box with a list of existing transactions. The existing transactions list also contains options for viewing existing Templates and Clauses. Close The Close button closes the transaction or template that is currently open. Save The Save button saves the transaction or template file that is currently open.

22 zipform 6 Certified Training Manual 2 Save as PDF The Save as PDF button downloads this file as a PDF file to the computer. Choose between saving a separate PDF file for each form within the transaction, and saving one PDF file that contains all forms within the transaction. Print The Print button allows a user to print the forms that are currently open. The print button contains the following options: Print Selected Form - Print only the selected form. Print All Forms - Print all or a selection of the forms in 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). The button allows a user to zipform forms as a PDF file and documents from zipvault (in their original format) as an attachment. Enter an address or use the address book icon to look up an address in order to send the forms. Please note that the user is always CC d on the for their records. Enter text for the , and select whether forms are sent as a single PDF (attaching one PDF file to the ) or as separate PDF files (attaching a separate file for each form to the ). Select forms by checking the box next to each form name or page. Click send to send the . Fax The Fax button allows a user to fax forms to any standard fax number. The fax number can be typed in or selected from the zipform address book. Enter a message for the fax, if desired (this will be included as the first page of the faxed document). Check the box for a return receipt. Users using zipvault may choose to include zipvault documents with the fax and also may choose to include the zipvault fax coversheet, which would allow the recipient to fax back documents as specified. esign The esign button allows users to prepare a packet of documents to be electronically or digitally signed. The esign option connects with either ziplogix Digital Ink (digital signatures) or DocuSign (electronic signatures) signature products to allow users a choice in remote digital and electronic signature solutions. Users can set esign preferences in their Options panel located on the tools tab. Sign Select documents to be signed and signers to participate in clicking to sign the contracts Check Status - Only available for ziplogix Digital Ink users. Check status to view or download signed documents, or to check signer progress. Menu Help (File Menu) The Menu Help icon opens the appropriate section of help explaining the use of each icon on the tab or menu that is currently selected.

23 zipform 6 Certified Training Manual 3 Drop Down File Menu The drop down menu contains the icons in the file tab mentioned above as well as a few additional icons. Additional options include: Save The Save Icon is mentioned above, but within the file menu it contains these additional options: Save - Saves the current transaction or template. Save As - Creates a copy of the current transaction under a new transaction name. Save as Template - Saves the currently open transaction as a template. Manage Files - This button allows a user to Open transactions, Copy transactions, Delete transactions, Sync zipform 6 Professional Edition and zipform 6 Standard Edition transactions, Import transactions from zipform 6 Standard Edition and Export transactions from zipform 6 Professional Edition to zipform 6 Standard Edition. Lock/Unlock - This button allows a user to lock (prevent changes) or unlock (allow changes) the transaction that is currently open.

24 zipform 6 Certified Training Manual 4 Edit Menu The Edit Menu tab contains tools to edit and manage the forms within this transaction file. Edit Header The Edit Header button allows a user to change the transaction file information, including the Transaction Name, Transaction Type or Property Type on the transaction that is open. Clauses The Clauses button opens the clause editor window. Figure 14: Clause Editor. Create, manage or apply an existing clause to the current transaction. Select a Category and Title to find a saved clause. Use the Clause Editor to create a database of clauses to insert into existing fields on the forms instead of typing them out each time. Notes The Notes button allows a user to attach "sticky notes" to a form page within a transaction. The notes button contains the following options: 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. Look Up Fields The Look Up Fields button opens the Look Up Field Editor, where a user can to edit, add or delete the Look Up entries. Select a field, and then edit the field contents to correct typos or delete entries. Click Save to save changes. Locking a field prevents further items from being added to this field.

25 zipform 6 Certified Training Manual 5 Fast Fill The Fast Fill button hides all existing text on a form and will only display form fields and field names. Click the fast fill button to show only the form fields on this form. Click it again to bring back the full form text. This feature allows a user to quickly enter information without having to scroll through all of the form text, and is best used once a user is familiar with a form or contract. Menu Help (Edit Menu) The Menu Help icon opens the appropriate section of help explaining the use of each icon on the tab or menu that is currently selected. Drop Down Edit Menu Icons The drop down menu contains the icons in the file tab mentioned above as well as a few additional icons. These icons can be found on the Edit Tab and on the Quick Edit Toolbar, with one exception. Activate IntelliCopy Fields IntelliCopy is the term used to describe the items that zipform automatically copies into the Look Up Fields for a particular field. IntelliCopy fields are always located at the top of the Look Up Field, above a dotted line. In the screenshot above, Trumansburg is the IntelliCopy field, while City and Springfield are in the Look Up Field list. IntelliCopy fields are often fields that were entered during the course of filling out this set of transaction forms, but which cannot be automatically determined or copied by zipform for any number of reasons. The seller s personal address is a common IntelliCopy field for the Property Address field, because a transaction is often but not always selling the seller s personal property. Agent and broker information for Listing and Selling side are also IntelliCopy fields for each other, in case both agents come from the same brokerage. Activate IntelliCopy fields will automatically fill in all of the IntelliCopy fields, rather than relying upon the agent to select them from the list. As it may have unintended results and fill out more fields than desired, please be cautious when using the Activate IntelliCopy fields button. It is most often used right after importing data from an MLS using MLS-Connect, and all fields should be reviewed carefully after use..

26 zipform 6 Certified Training Manual 6 Tools Menu The Tools Menu tab contains additional tools to edit and manage information within this file. Spell Check The Spell Check button checks the spelling of words that are entered into the form fields. Fields for company names, address or buyer/seller names are not checked. Mortgage Calculator The Mortgage Calculator button is used to calculate loan values and monthly payments. Download the Amortization table from the Mortgage Calculator to export the results to plain text file or to a spreadsheet file. MLS Connect The MLS Connect button allows users of participating Multiple Listing Services to import transaction data from the local MLS into the current transaction. (Only available from participating MLSs. Additional purchase may be required.) Options The Options button allows a user to change the displayed form field colors, set up a default interest rate, turn on the auto save feature, and other options. Users may also set up esign options to use ziplogix Digital Ink, purchase ziplogix Digital Ink credits, or sign up for or enter DocuSign credentials. zipform 6 Standard Edition users only: In addition to the features above, zipform 6 Standard Edition users are able to enter an activation login connecting zipform 6 Standard to a zipform 6 Professional account, and to update company information. Address Book The zipform address book allows users to store contacts and re-use them in order to fill out forms and to select contacts to or fax forms or documents to. Entries can be added to the address book by adding them individually or by importing entries from a CSV or vcard file. CSV and vcard files are easily created by exporting contacts or address books from contact and systems. Check for Updates (zipform 6 Standard Edition) The Check for Updates button checks for the latest versions of the software and forms. If the program detects that there a new software or forms update is available, it will prompt the user to update to the latest version. Menu Help (Tools Menu) The Menu Help icon opens the appropriate section of help explaining the use of each icon on the tab or menu that is currently selected.

27 Drop Down Tools Menu Icons zipform 6 Certified Training Manual 7 The drop down menu contains the icons in the file tab mentioned above as well as a few additional icons. Import Previous Desktop Files (zipform 6 Standard Edition users only) This will import transactions from the old ZipForm Desktop program on this computer. Buyer's Net Sheet Default Value Allows a user to change the default values on the Buyer s Estimated Costs (Not available in all areas). Seller's Net Sheet Default Value - Allows a user to change the default values on the Seller s Estimated Costs (Not available in all areas). Sample Net Sheet:

28 zipform 6 Certified Training Manual 8 Help Menu The Help Menu tab contains help and support options to assist with help and training on zipform 6. FAQ The FAQ button opens an Internet browser window with the zipform 6 Frequently Asked Questions page. Stored in the FAQ are answers to the most commonly asked questions about zipform 6. Knowledge Base The Knowledge Base button opens an Internet browser window with the zipform 6 Knowledge Base. The Knowledge Base contains answers to common issues within the zipform 6 application, and documentation on how to resolve computer settings problems, error messages, and other known issues with configuration and zipform 6. zipform Store The zipform Store button opens an Internet browser window where a user can browse for additional plug-in products and services, such as zipform 6 mobile, MLS Connect, relay, and additional form libraries. How To Videos The How To Videos button opens an Internet browser window containing a selection of training videos designed to guide users through each key feature within zipform 6 products. These How-To Videos are a convenient, self-paced solution available 24/7. About zipform The About zipform button displays the version number of the program. Help The Help button opens the internal help section within the program. This feature contains a walk-thru for all of the different functions within the zipform 6 program. For information on how to use certain features within the zipform 6 program, use the search option to locate documentation on each feature. Drop Down Help Menu Icons The drop down menu contains the icons in the file tab mentioned above as well as a few additional icons. These icons are primarily used for troubleshooting unusual cases while working with zipform support technicians. Show Form Version - This button displays the Form Versions of the forms that are currently open. Remove Library Forms - This button deletes the library forms. This is only used under instruction from a zipform Support technician in order to remove an improperly installed library. Remove Logo(s) - This button removes any custom broker logo(s) added to the zipform forms.

29 Form Templates Creating a template zipform 6 Certified Training Manual 9 Click the Template button on the File menu. Select Create Template from the menu. Creating a new template is much like creating a new transaction file. Once a template is created, it can be applied to any transaction to add the saved forms and information to that file. Figure 15: Creating a new form template. Enter a Template name. Select the type of transaction and property it applies to. This helps identify this template in the future. Use an existing template to start this template by selecting it under Apply Template. Click OK to begin adding forms. Templates can be created for personal use or office use. Agent templates are for individual use. Administrative permissions are needed to create Global or Office templates. Global templates can be used by anyone within the ziplogix brokerage account. Office templates can be used only by users at that location or office. Creating and editing templates is very similar to creating and editing a transaction. The primary difference between creating a template and creating a transaction is in the information that is put into the forms. Remember, a template should contain basic information that will be copied and used in many different files of a similar or identical file type. Transactions will contain specific information about a client, property, and real estate transaction. Templates are very similar to paper forms packets, or forms packages, which are often used in brokerages utilizing paper forms, and may contain a paper file filled with the forms that an agent would use in a transaction. The electronic template can allow for the correct forms to be used in a given transaction, and it can also ensure that agent information, brokerage information, and other standard text, highlighting, or strikeouts are used in every situation. zipvault Documents can also be used to enhance templates by automatically adding documents or files that are not in zipform.

30 zipform 6 Certified Training Manual 10 Adding Forms Add forms to the template from the Library Forms. Click and drag, click Add Selected Forms, right-click or doubleclick to select forms from the Library and add them to the template. Adding forms to a template is identical to adding them to a transaction file. Figure 16: Add forms by: - Doubleclicking on a form - Clicking on a form and clicking Add Selected Forms, or - Clicking and dragging forms from the Library Forms to the My Transaction Forms area. TIP: Hold down the SHIFT key or the CTRL key to select and add more than one form at a time. It is a good idea to add a Transaction Cover Sheet or Data Sheet form to the template. This is not a contract; it is a summary of transaction information that will ensure that basic transaction information flows through the forms, saving time and reducing errors when filling out contracts. Entering Information Enter brokerage information, preferred vendors, and any other data which should be part of every file. Figure 17: Filling out fields with information that remains constant (such as the broker name and address) helps save time when agents want to fill out their forms. Information entered as part of a template will be copied to files that use this template in the future.

31 zipform 6 Certified Training Manual 11 Saving Changes Click the save button to save all changes. Figure 18: Saving a Template. Click the Save button on the File menu. The message confirms that this template is saved. Click OK. The template can now be applied to transaction files. Agents and Administrators can create templates for use on transactions. A user can apply templates at any time to a transaction. There is no limit to the number of templates that may be used on a transaction. Templates can also be created by copying a transaction or template using the copy feature on the home page in zipform Professional, or by saving a transaction as a template using the Save As option on the File menu.

32 Changing Company Information zipform 6 Certified Training Manual 12 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 Company Information zipform 6 Professional Edition Users: Click on the Profile button at the top of the page, located next to the Logoff button. Or click on the My Profile tab from the Home section of zipform 6 Professional Edition. Figure 19: zipform 6 Professional profile page. Make changes, then click the Save button to save the changes. Scroll down for office information, if available. Changes will only affect forms in new transaction files. All existing files will have the original profile information. zipform 6 Standard Edition Users: Click on the OPTIONS button in the Tools Tab, or click on the Options icon in the Tools drop down menu. Figure 20: zipform 6 Standard Options page. When the Options window opens, click on the Company Information tab. Your computer will need to be online in order to make and save these changes. Make changes to the profile information, and then click on the OK button to save the changes. Changes will only affect forms in new transaction files. All existing files will have the original profile information.

33 Home (zipform professional) Transaction List zipform 6 Certified Training Manual 13 The Transaction List contains a list of all of the transaction files for the user. A transaction file in zipform is a saved set of forms that is associated with a person (such as a client) or property. These sets of forms are saved so that a user can easily return to the transaction list and open these forms and continue editing information within the contracts that belong to a particular property or client. Figure 21: Transaction List. Create a new transaction file, or search for an existing file. Click the menu next to a transaction name to open, view, copy, or edit transaction information. Transaction Menu The transaction menu appears on the transaction list when a user hovers over or clicks the menu icon or file name. Select any item on the menu by clicking on the name or icon for that item. Figure 22: Transaction Menu. This menu appears when clicking on a transaction name or clicking the menu button next to the file. Open, delete, edit header (the name of the transaction), copy a transaction, the forms, or import information from partners, such as TopProducer. Users who are also connected with relay transaction management can send files directly to their transaction management website, view documents from those transactions, or import contact information directly into their forms.

34 zipform 6 Certified Training Manual 14 Templates Manager The Template List allows a user to manage form templates. A form template is a saved set of forms or contracts, as well as any information which should be filled out in all contracts, such as brokerage or agent information. Figure 23: Template List. Create new templates or search for templates. Existing templates can be edited using the menu next to a template name. When editing forms, a user can apply a template at any time. This will add the template information to the transaction, including forms used and information fields that have been filled out. Users can apply more than one template to any file. Template Menu The Template Menu allows a user to edit and update form templates. This allows Administrators to create or maintain saved sets of standard forms for agents to apply to a transaction. It also allows agent users to copy a template which is available within their office in order to customize the template with their agent information. Administrators can create and edit templates for the entire office or brokerage. Agents can only create and edit templates for personal use. Figure 24: Template Menu. Open a template, edit, or update template information from the template menu. Templates may be opened, deleted, edited, copied, ed, or filled out by importing information from partners, just like transaction files. The template can also be sent to relay transaction management as a new transaction file. Click on a menu item to select it from the list.

35 zipform 6 Certified Training Manual 15 Template Search Use the Template Search to find a forms template (a saved set of forms and information). Enter a template name, then click the search arrow ( ) or hit the enter key to find the template(s). Figure 25: Template Search Search to find a template by template name. Click Advanced Search to find a template by transaction type (listing, purchase, lease, etc) or property type (residential, commercial, etc). Use the Advanced Search to find specific types of templates. Click the Reset button to clear the search fields and reset the search. Editing and Copying Templates From the Template List, a user can manage and update templates at any time. Figure 26: Template List. New templates appear as part of this list. Existing templates can be edited using the Template Menu.

36 zipform 6 Certified Training Manual 16 Edit a Template Click the Edit Header button on the Template Menu to make changes to the Template s name and basic information. Figure 27: Click Edit Header on a template to update the name and other template settings. The Transaction/ Template option controls where and how the template is used. Click SAVE to save changes. Copy a Template Click the Copy button on the Template Menu to create a duplicate of a forms template. Figure 28: Copy Template Click the Copy button to make the copy. Enter a new template name and settings here.

37 zipform 6 Certified Training Manual 17 Clause Manager The Clause Manager allows a user to save sentences and paragraphs that can be used to fill out contracts. Enter clauses, legal information, brokerage boilerplates, and any other standard text here to use while filling out forms within a transaction file. Figure 29: Clause Manager. Click Save to save the new clause. Select a Category and enter a Clause Title to create a clause. Sentences or paragraphs can be entered in the Clause Text. Enter a Clause Category to sort clauses and make them easier to find. The Clause Title identifies this clause for users. Type or copy and paste text into the Clause Text, then click Save to create a clause. Editing a Clause Make changes to a clause by selecting the clause and editing the Clause Text. Figure 30: Editing a Clause. Save changes or delete the selected clause. Select an existing clause to make changes by clicking the button next to the Clause.

38 zipform 6 Certified Training Manual 18 My Profile Click the Profile button or the My Profile tab to update user information. Figure 31: Viewing the profile. Click Save to save changes. Update contact information, or change the zipform Login Username at any time. Click the blue Reset Password link to create a new password. Update Office Information to change the company information displayed at the bottom of forms. Library Manager The Library Manager contains a list of the form libraries (sets of blank forms provided by a brokerage or association) which a user has the ability to fill out or use in transaction files. relay Manager Connect to relay transaction management by entering the relay Username, Site ID number, and relay password for an Agent, Transaction Coordinator, or Agent Assistant account in relay. Figure 32: relay Manager. Click to Login to relay if relay user information has already been saved. If not, enter the relay username, site ID and password, and click Save to connect.