zipForms
description
Transcript of zipForms
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Presentation To CyberProfessionals
Chicago – April 2011
By Don King
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Standard Edition – Off line software on your PC or laptop
Professional Edition – Online version
Premium Edition – Both the Standard and Professional Editions
Mobile Web Edition for iPad, iPhone, Blackberry, or Android
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Install Forms Libraries (Std. Edition)
Input Office Information
Create Templates (Listing, Sales, etc.)
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Create New Select Transaction Type (Listing,
Purchase, etc.) Select Property Type (Residential or
Commercial) Apply a Template Complete Cover Sheet (Names,
Addresses, and Transaction Specifics) Add or Delete Forms Apply Clauses
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Set Up A Variety Of Templates- Normal Listing- Short Sale Listing- REO Listing- Conventional Buyer- FHA Buyer
Include text not specific to a transaction.
Put variable text in the clause library.
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Periodic Forms Library Updates
Templates Not Automatically Updated
Updated Forms Will Be Populated With Text From Old Forms
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Transaction Name – Use Address and Name
Folder For Each Transaction
Print Forms As .PDF
For Listings, Keep Both Signed and Unsigned Versions Of Forms
Use With DocuSign
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zipForm 6 User Guide
zipForm Knowledge Base- Explanation of Functions
- How-To Videos
Help Desk – http://support.ziplogix.com