1 Introducing zipForm® Plus www.zipLogix.com

Introducing zipForm® Plus
Welcome to the new zipForm® Plus.
The zipForm® Plus program offers many new form filling features, faster file management, and professional personalization tools for all agents. This training will introduce you to the workspaces available within zipForm® Plus to help you streamline your business and Go Beyond…
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Introducing zipForm® Plus
The newest features include a brand new way of looking at and navigating through our form files. zipForm® Plus works on today’s computers, maximizing your screen use and productivity. Plug‐ins are not required, so you can use your choice of browser or operating system, including Chrome, Safari, Firefox, or Internet Explorer. The zipForm® Plus experience is faster and more personalized, part of the zipLogix® commitment to helping agents work more efficiently and effectively using today’s technology.
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Introducing zipForm® Plus
The newest features include a brand new way of looking at and navigating through our form files. zipForm® Plus works on today’s computers, maximizing your screen use and productivity. Plug‐ins are not required, so you can use your choice of browser or operating system, including Chrome, Safari, Firefox, or Internet Explorer. The zipForm® Plus experience is faster and more personalized, part of the zipLogix® commitment to helping agents work more efficiently and effectively using today’s technology.
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Introducing zipForm® Plus
The zipForm® Plus workspaces create an easy workflow for all of your transaction file needs. These key screens will help you get familiar with the different parts of zipForm® Plus, so that you will be ready to work quickly and efficiently online. www.zipLogix.com 4
Introducing zipForm® Plus
The Home Screen offers the ability to quickly find, start, or navigate through any transaction files. Click on a file to work inside the forms or documents for that property, click to add a picture of the property, or click to start a new file or signature packet. Clear, modern navigation puts keeps essential information available at all times.
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Introducing zipForm® Plus
Drag and drop documents or forms to your folders to keep yourself organized in the new zipForm® Plus file. Click and drag to move a form, document, or folder to a folder on the left. Custom folders and organized files help you stay more productive, and provide easy access to forms and saved documents in one convenient location.
Once a transaction file is complete, it can be archived online by editing the transaction file information. Closed transaction files are stored online without cluttering your main file list, and can be retrieved by looking for closed file types at any time. www.zipLogix.com 6
Introducing zipForm® Plus
Jump right to the forms page to begin filling out forms (click the forms button on the Home Screen), or open a form within a file to make changes. The Forms Page offers a real‐time search option through your libraries (sets of blank forms), one‐
click access to forms, and all of the form‐filling shortcuts that make zipForm® the industry standard.
Click a form on the All Forms panel to the right of the forms screen to open that form. Each new form you open automatically adds to your file of forms, becoming part of the zipForm® Plus transaction. Forms within the file are highlighted dark blue to make them easy to spot.
Click a highlighted field and begin typing to fill out a form. Your progress is saved each time you move to another form, email, print, or send forms, or by clicking the save button on your screen (Tip: Auto‐save can also be enabled, to save forms every 15 minutes, by visiting your Profile > Settings).
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Introducing zipForm® Plus
Click the Full Screen button to expand the form to fill your entire screen, creating a distraction‐free workspace to focus on this form.
All of your form editing tools remain at the top of the screen, making it easy to save, send, or print this form. You are also able to edit the transaction information, switch to fast fill mode, pull information from an MLS using zipFormMLS‐Connect®, add highlighting and sticky notes, and more.
The fields in your zipForm® forms have also gotten smarter. Clauses can be inserted directly into a form field by using the edit button that appears when you click on a field. You can change case on the fly or open the mortgage calculator for rates and payments right from a calcuable field.
To exit full screen mode, click the [‐] to shrink the full screen mode and return to your normal form view.
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Introducing zipForm® Plus
The new zipForm® Plus is all about efficiency. Tool buttons are always available, easy to understand icons. Here are six commonly used buttons that you might want to know. The Create New (+) button will add a new item – anything from a new file to a new contact, depending upon where you are inside of zipForm® Plus. The Delete (x) button will let you select items to remove. Change your point of view: Click Forms to get directly to the forms workspace and begin filling out forms without creating a transaction file first. Or, view all of your files in List View to see more details about the file or contracts (click again to go back to tile view).
You can always email or fax forms and files at any time by clicking the Send envelope, or get paperless signatures using your eSign button, which connects directly to the eSign service of your choice (zipLogix Digital Ink® or DocuSign®).
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Introducing zipForm® Plus
Templates are saved forms packets. The zipForm Agent can use packets to save time with all of the required or recommended forms for a transaction. Use templates when you start a transaction from the transactions page. The TEMPLATES page should only be used to add a new template or update an existing template with new standard information.
Templates can be created by:
• The Brokerage, for all zipForm users to utilize
• The Office, for all users within an office
• An Agent, for individual use
There are five types of templates, and the template is color‐coded to reflect the property type. These are:
• Residential – Green
• Industrial ‐ Yellow
• Multi‐Unit – Red
• Vacant Land – Black
• Commercial – Blue www.zipLogix.com 10
Introducing zipForm® Plus
While you’re working inside of your forms, the zipForm® Plus Contacts can provide you with an address book that is easy to reference at any time. Use your Contacts to:
• Fill out forms using the Transaction Information ( i ) tool
• Quickly enter an email address when sending forms or documents • Insert a fax number when faxing out forms or documents
• Fill out signer information when using zipLogix Digital Ink®
• Reference contact information at any time from the Contacts page
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Introducing zipForm® Plus
zipForm® Plus is designed to provide the best tools for agents to manage their contracts and transactions. zipForm® Plus is automatically updated as your feedback is incorporated to make zipForm® Plus the optimal tool for your business. www.zipLogix.com 12
Introducing zipForm® Plus
zipForm® Plus is optimized for use on Windows®, Apple®, and even Google® Chrome book laptop and desktop computers. To create a smooth and optimal experience for tablet and mobile devices, the zipForm® Mobile Web Edition is available right from the zipForm® Plus workspace. Click the zipForm® Mobile Web Edition button at any time to add the zipForm® Mobile Web Edition option to your zipForm® Plus account.
To use the zipForm® Mobile Web Edition, visit www.zipformonline.com from your mobile web browser. Enter your zipForm® Plus username and password, and you will have seamless access to all of your contracts, files, and forms. The zipForm® Mobile Web Edition is optimized to provide you with the best possible experience on a tablet by providing full form filling capability, familiar tools such as highlighting and sticky notes, and the TouchSign® and Fast Fill options. On a phone, zipForm® Mobile Web Edition is optimized for the smaller screen through the Fast Fill and Preview modes, to allow you to accurately fill out the correct fields every time. No matter how you fill out your forms, you’ll love the convenience and connection of the zipForm® Mobile Web Edition. www.zipLogix.com 13
Introducing zipForm® Plus
TouchSign® allows agents using the zipForm® Mobile Web Edition to sign documents in person quickly and efficiently from a tablet device that is connected to the internet. Participants can sign in person using their finger or a stylus on the agent’s full sized tablet device. Signed copies are immediately emailed to all signers once signing is complete, and stored within the zipForm® transaction through the zipVault® feature.
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Introducing zipForm® Plus
Visit www.ziplogix.com for more details about zipForm® Plus and other zipLogix® products.
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© 2013 zipLogix
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