Q: I have more than one set of forms from my association, so I always have to use the “Select Library” button to change to the library I use the most. Is there any way to change my primary (default) library on the All Forms tab?
A: Yes! You can change the order of libraries, including selecting which forms library will be displayed by default, through your zipForm® Plus Profile.
The Libraries option under the zipForm® Plus profile allows you to set up a preferred order for your forms libraries if you are in a personal zipForm® Plus account. In a team or brokerage account, the Admin can set the preferred order, and set up which forms are available within the libraries. The first library on the list is your default library – it is the set of forms that you will see when you open the All Forms tab inside of a transaction file or template.
To change the order of zipForm® forms libraries:
- Open your zipForm® Plus Profile
- Click Libraries
- Click the Organize button
- Drag and drop the libraries to your preferred order
- Save your changes and Close the profile view
These changes will be remembered until you edit your library order again.