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Top zipForm Plus TipsEvery REALTOR Must Know

Amy A. UlloazipForm Products Coordinator

CALIFORNIA ASSOCIATION OF REALTORS

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zipForm Tip #1Customize your zipForm Plus

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About Me• Add your picture, update company information, and

save an email signature

Profile

Profile

Photo

Libraries• Organize Libraries of forms – the first library is

your default library on the All Forms tab

Profile

Profile

Organize

Settings• Select your eSign product, enable autosave, and

connect to outside services, such as Zapier

Profile

Profile

eSign

zipForm Tip #2Smart Form Features

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Go Beyond

Print, Email, or eSign a Specific PageSelect a specific page or pages of a form when printing or sending that form.

1. Use the Print, Email, or eSign buttons to send multiple forms

2. Click the blue ▼ arrow

3. Click the Page(s) you want to send or printThe form will have a grey [-] icon in the top right once one or more page(s) are selected

4. Send or print the forms

Smart Forms

Select Page

RPAWS: Purchase

Agreement Financing Structure

Worksheet

Smart Forms

Auto-fills data into the RPA-CA FormSmart Forms

Type in comments in areas such as 3E of the RPA.

Smart Forms

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Smart Forms

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Document will appear as PDF in the transaction.

Form TOA appears at end of RPA-CA5

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Smart Forms

Mutually Exclusive CheckboxesSmart Forms

Auto Add AddendumSmart Forms

zipForm Tip #3Time saving tools

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Go Beyond

TemplatesSave forms, contacts, and documents to be used as forms packets through the Apply Template option when creating or editing a zipForm® Plus transaction file. Click TEMPLATES and then click New to create a template.

1. Name and Save your template2. Add forms, following the same

steps as creating a new transaction

3. Fill out key information, such as your brokerage name and address

4. Save your template5. Click TRANSACTIONS to use the

template

Shortcuts

New

TEMPLATES

Name

Save

Go Beyond

ClausesCommon paragraphs, sentences or phrases can be saved and inserted into form fields quickly. • Create and save clauses using the Clauses button on

the Transactions page.

How to insert a clause:

1. Click on a form field

2. Click the gray pencil button

3. Click the Insert Clause button

4. Select the Clause by Category and Title

5. Click Insert

Shortcuts2

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zipForm Tip #4Entities as clients using zipLogix Digital Ink

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EntitieszipLogix Digital Ink®

1. Fill out RCSD 2. Fill out your RPA with the entities full name

EntitieszipLogix Digital Ink®

3. Click on “e-Sign” on the toolbar. In the Transaction Parties window, delete the entity name and replace with the signer’s name.

4. Click on “Done”, then “Next”5. Click “Send”, your e-Sign has been sent!