1 zipForm® Plus Basic Training www.zipLogix.com

zipForm® Plus Basic Training
Welcome to training for 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 some of the new features you will be able to access through zipForm® Plus, and provide you with the basic steps for opening zipForm® Plus and creating a transaction file. www.zipLogix.com 1
zipForm® Plus Basic Training
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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zipForm® Plus Basic Training
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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zipForm® Plus Basic Training
This training will provide you with some of the basics for getting started with zipForm® Plus, and get you familiar with the tools that will help you succeed.
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zipForm® Plus Basic Training
When you sign in to zipForm® 6, you are prompted to try zipForm® Plus. You can try it now, or click the “Not Now” button to go to the familiar zipForm® 6 interface.
TIP: If you are having any difficulty loading zipForm® 6, or you are on an Apple computer using the Safari browser, click the “Try zipForm® Plus” button when you are on this screen to load zipForm® Plus directly and avoid any problems with plugins that you might encounter otherwise.
Check the box labeled “Don’t show this again” before clicking a button if you do not want to be prompted to choose between zipForm® 6 and zipForm® Plus upon login (you can still click the “Try zipForm® Plus” button from within zipForm® 6 at any time).
When opening zipForm® Plus, you will notice that it has the exact same transaction files you have been working on in zipForm® 6 Professional. You will also notice that any new files that you create are available in both zipForm® 6 Professional and zipForm® Plus.
You can view, edit, and work inside your zipForm® Transactions through zipForm® Plus or zipForm® 6 at your convenience
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zipForm® Plus Basic Training
You can use zipForm® Plus on a Windows computer or an Apple computer, in the major browser of your choice. This includes working on Internet Explorer, Firefox, Safari, and Google Chrome!
A high‐speed internet connection is recommended, for best performance. Your office connection, or a cable or ethernet connection at home are perfect.
You may need to adjust your screen resolution to take advantage of the features within zipForm® Plus, which is designed to work with today’s laptops and computer monitors to provide the best layout for working with your forms and files. Screen resolution can usually be adjusted through your computer’s display settings. www.zipLogix.com 6
zipForm® Plus Basic Training
A step‐by‐step breakdown that includes every click. Follow these nine easy steps to create a transaction inside of zipForm® Plus.
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zipForm® Plus Basic Training
Step One: Click the New button on the Transactions page
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zipForm® Plus Basic Training
Step Two: Enter the Name (property address or other label) to name the file
Tip: You can later search for files by name, address, client’s name, and more using the “Enter Keyword(s)” field on your Transactions page www.zipLogix.com 9
zipForm® Plus Basic Training
Step Three: Select the appropriate template (forms packet) to start the file
Tip: A template will add key required forms to the file. Templates can be created by an agent, or, if you have the zipForm® Plus Broker Edition, your Broker or Office Manager can create a template for you.
You may also add a photo of the property from your computer to personalize the file by clicking the Add Photo link.
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zipForm® Plus Basic Training
Step Four: Click Save
This will start your transaction file.
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zipForm® Plus Basic Training
Step Five: Click a form in the All Forms tab to add it to the file
Tip: You can search for forms quickly using the Search Form Name or Description field.
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zipForm® Plus Basic Training
Step Six: Click a form to open it and fill it out www.zipLogix.com 13
zipForm® Plus Basic Training
Step Seven: Click and type highlighted fields to fill out form fields
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zipForm® Plus Basic Training
Step Eight: Click Save
Tip: Your changes are saved automatically when you add a new form, move to a different form, change your view, and perform many other navigation actions. If you have made changes and they have not yet been saved online, you will see the save button in blue. If changes have already been saved, the save button will be gray.
You can also download a PDF of the file to save it offline by clicking the PDF button.
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zipForm® Plus Basic Training
Step Nine: Click the email or Send envelope to email or fax contracts. You can send the contract that is open individually, or you can send multiple contracts.
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zipForm® Plus Basic Training
Optional: Save paper and time through electronic signatures. Send documents to be signed electronically the using DocuSign® or zipLogix Digital Ink ® click‐to‐sign programs (select your signing product in your profile).
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zipForm® Plus Basic Training
Customizing zipForm® Plus
• The Integrated Address Book
• Personalized Emails
• Adding an Email Signature (the zipForm® Plus Profile)
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zipForm® Plus Basic Training
The professional polish in zipForm® Plus extends to every detail, including your branding on emails sent from zipForm® Plus. Your picture is included on every email. Upload a photograph of yourself from your zipForm® Plus Profile.
Property images are also included on emails, when available. Click the property image or placeholder image on a file in order to browse for a picture on your computer and upload it to represent the file.
Add custom links, logos, text colors and more by editing your email signature in the Profile in zipForm® Plus. The signature can be edited by going to the bottom of the About Me section within the zipForm® Plus profile. www.zipLogix.com 19
zipForm® Plus Basic Training
Click your name in the upper corner of any zipForm® Plus screen to edit your profile.
The new zipForm® Profile also allows you to customize the order of forms libraries in your library list, edit your contact information, add your picture, and customize your email signature. The email signature can be included on all outbound emails from zipForm® Plus. Customize the font style, size, color, and highlighting for fonts. You are also able to add links to websites, or attach an image (such as a logo) to be added to your email signature. Remember to click the Save button at the top of the About Me section to save your changes.
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zipForm® Plus Basic Training
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 21
zipForm® Plus Basic Training
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 22
zipForm® Plus Basic Training
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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zipForm® Plus Basic Training
Visit www.ziplogix.com for more details about zipForm® Plus and other zipLogix® products.
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© 2013 zipLogix
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