Category Archives: zipForm Plus

Friday F.A.Q. – Troubleshooting Printing Issues

Select that PDFs should Use Adobe Acrobat (in Firefox) to ensure that you can Print forms

Q: I have a user who is trying to print using the Print button in zipForm Plus, and it does not seem to be working. I can print the same documents fine from my computer. What happened?

A: Printing issues are rare, but certain security settings or PDF settings may be causing difficulty printing the forms. This is known to happen in Internet Explorer or Firefox. 

Troubleshooting Printing in Internet Explorer

Troubleshooting Printing in Firefox

 

Tuesday Tip: Reduce risk and track file progress with the history tab in zipForm Plus

Important events are tracked in the history, including messages sent, edits to forms in zipLogix Community, and eSign signature events.

Important events are tracked in the history, including messages sent, edits to forms in zipLogix Community, and eSign signature events.

The History Tab inside of a zipForm Plus transaction provides an automatic log of important events during the real estate transaction. This log can be easily searched using the “Enter Keywords” search box, or sorted by date, action, or user using the “Sort” button.

History events contain a brief summary, and will include a link to more information when additional information might be available.

zipForm Plus automatically tracks the following history events:

  • Edits made to forms by clients and other participants that the agent invited to participate in the zipLogix Community using the “Collaborate” button in zipForm Plus
    • The complete record of edits made at that time can be viewed or printed using the “View Changes” link
  • Activities and status in the eSign process, including
    • Documents were sent for signatures
    • Signing activities
    • Completed signed documents
    • The current status of documents can be viewed using the “Check Status” link next to the History entry
  • Transaction and document approval actions
    • Tracks any change in approval status by agents or office and brokerage admins
  • Emails and faxes sent from zipForm Plus
    • Click “Show More” to see the contents of a specific message
  • Updates to the transaction
    • Applied templates
    • Added or removed forms and documents
    • Updates to the Transaction Details.

These history events help agents keep track of everything, automatically. Explore the history tab in your transactions today.

Tuesday Tip – Recover a deleted transaction on zipForm Plus

Select “All” under the TRANSACTIONS search to find all transactions, including those deleted in the past six days.

It is easy to manage transactions in zipForm Plus. Files can be saved, exported, imported, marked as Closed or Inactive, or they can be deleted from the system. The system also has a safeguard, just in case transactions were deleted accidentally!

If you wish to recover a deleted Transaction, you will need to search your Transactions on the TRANSACTIONS page by the All status. Transactions are available for up to 6 days after they are deleted.

Note: If you deleted the Transaction more than 6 days ago, the Transaction is not recoverable.

Learn more, and view step by step instructions on our Knowledge base guide: Recovering Deleted Transactions.

zipForm Plus Enhancements – February 2015

Profile and Collaboration Updates

Many of you have asked if it could be easier to update the profile, agent photo, and property information. The new zipForm® Plus Profile page provides clearer access for agents to view their profile, with a button to change the profile picture available at any time within the program by clicking the agent’s name or profile photo.

In addition to updating the menu that allows access to the zipForm® Plus profile, the new profile provides clearer access to the “My Company Information” which affects the footer on the future forms completed using this account.

These updates make it easier than ever for agents to personalize their zipForm Plus contracts.

zipLogix Community Updates

In order to add to the communication options available to participants collaborating using the zipLogix Community feature, a new option to “Contact Agent” has been added. Buyers, sellers, service providers, and others invited by the agent to view or edit selected forms and documents can click “Contact Agent” to send a note to the agent. The agent will be notified immediately through their zipForm® Notifications when comments are sent to them by a participant in their zipLogix Community.

To help with sharing forms for collaboration using the zipLogix Community feature, the “Collaborate” button has been exposed in a few new locations. You can now find the button as a shortcut located above PDFs stored in zipVault®, or within the menu on a contact in the Parties tab of a transaction.

Notifications Enhancements

To help users more easily navigate their notifications, a new sorting option has been added at the top of the notifications window. Users can sort by Approval, Transaction, Document, or Signature Notifications.

Although these are small changes which do not significantly affect the use of zipForm® Plus, we think that they will enhance the user experience and continue to help agents be more efficient and professional when working online with their clients.

Do you have an idea for improvements to zipLogix Products? Let us know!

Tuesday Tip: Update Company Information

The company and contact information that prints on the bottom of your forms can be customized from the “About Me” section of your zipForm® Plus profile.

If you are an agent who is part of a brokerage, you will be able to update the contact information under “My Information”. Your address information will be controlled by your broker or office manager.

If you are an agent with your own zipForm® Plus account, then you will also see the section for Address Information (you may need to scroll down to see it).

Edit the Address Information section on your Profile to adjust the company information that prints at the bottom of the page.

Hover your mouse over the displayed address information to select the menu on the right side and edit the  address information.

Our illustrated step-by-step instructions will walk you through how to change your address (Company Information) that prints on the bottom of your forms.

Or, watch our quick training video on how to change your Address Information:

Friday F.A.Q. – How do I access signed documents?

Q: I use zipLogix Digital Ink, and received a notice I can view the documents in zipForm Plus. Now that something has been signed, how do I access it?  

A: Completed contracts signed through zipLogix Digital Ink or DocuSign are available from a folder within your zipForm Plus account, if you have the zipVault feature in zipForm Plus.

The folder will appear automatically within your account once signed documents are completed, and you will receive a notification at the top of your screen. The signed documents are saved in secure, PDF format for your convenience, and can be sent or printed alongside your zipForm contracts. Click to open the folder and view the signed contracts at any time.

Friday F.A.Q. – Can a broker control the sharing of forms in zipLogix Community?

The General Information when adding or editing an agent (or office) contains the checkbox for allowing Collaborative Forms Editing

The General Information when adding or editing an agent (or office) contains the checkbox for allowing Collaborative Forms Editing

Q: The new features in zipLogix Community allow agents to invite others to edit forms for the transaction file. Can the brokerage admin or office admin control whether or not agents can turn on form editing?

A: Yes! If form editing through the zipLogix Community features is allowed for the agent’s form library (or libraries), then the broker admin and office admin in the zipForm Plus Broker Team Edition can allow “collaborative form editing” on a agent-by-agent or office-by-office basis.

The ability to edit forms is controlled within the general information when editing an office or an agent in the Admin panel on zipForm® Plus.

Check Allow Collaborative Form Editing in order to allow this agent (or all agents in this office, if editing an office) to share the ability to edit forms through the zipLogix Community feature using the Collaborate button.  Un-check the box in order to disable this ability.

Note: The Collaborative Form Editing ability is turned off by default for all offices and agents in zipForm® Plus Brokerage accounts. 

New Features! zipLogix Community and zipForm Plus Notifications

The zipLogix Community release establishes collaborative functionality for zipForm® Plus users. Easily bringing clients and agents together online to complete entire transactions online.

http://dl3.zipform.com/training/zipformplus/helpataglance-ziplogixcommunity-client.pdf
http://dl3.zipform.com/training/zipformplus/helpataglance-ziplogixcommunity-agent.pdf
http://dl3.zipform.com/training/zipformplus/helpataglance-zipformplusnotifications.pdf

  • Frequently Asked Questions for zipLogix Community:
    1. Q: Can anyone be invited to collaborate on shared forms in zipLogix Community?
      A: Yes, an email address is all that is needed in order for someone else to collaborate on forms with the agent. The agent can enable collaboration on available forms for one participant at a time.
    2. Q: Can zipLogix Community participants print or email the forms without the agent?
      A: No, the agent is always in control of sharing, printing, and sending forms for eSignatures.
    3. Q: Can someone invited to the zipLogix Community add or remove a form in the transaction?
      A: The zipForm® agents are always in control of the contracts within their transactions. A person invited to view documents using zipLogix Community will only have access to the forms that the agent explicitly shares with that person.
    4. Q: Agents in certain areas have the ability to share forms editing turned off in order to maintain compliance with local real estate regulations. Does this mean they do not get the zipLogix Community feature?
      A: No, these agents will still have the zipLogix Community features, but will not be able to share editable forms of those libraries. They will still have the ability to share non-editable versions of the forms with clients and others.
    5. Q: Does a user need zipVault® in order to use zipLogix Community sharing features?
      A: No, all users can share forms (editable or non-editable) through the zipLogix Community features. Users with zipVault® have the added benefit of the ability to share other documents (PDFs, Word Documents, etc) as well.
    6. Q: What fields or parts of the form can be edited when form editing is enabled using zipLogix Community?
      A: All form fields are available for editing when a form is enabled the zipLogix Community feature, and the ability to add notes or highlighting is also available. For forms which allow use of the strikeout button to line out boilerplate text, the strikeout feature is also available.
    7. Q: What if a zipLogix Community participant (for instance, a client) forgets their password?
      A: A zipLogix Community participant can reset their username or password from their sign in page at zipformplus.com/community
  • Frequently Asked Questions for zipForm® Notifications:
    1. Q: Will all users see zipForm® Notifications, or only brokerage users?
      A: This feature is available for all users. Single (agent) users will see notifications when signing is completed through zipLogix Digital Ink® or DocuSign®.
    2. Q: How does a user know a new notification is available in real time?
      A: The notification icon shakes, and the number of new unread notifications (contained within the red box) appears or increases.

 

Friday F.A.Q. – How do I export contacts to CSV in order to import them to zipForm® Plus?

Q: When I open my Contacts tab in zipForm® Plus, there is a button to click to “Import”. When I click this button to import contacts from another location, it asks for a CSV file. What is this and how do I get it?

zipForm Import Button

Import Button in zipForm Plus

A: A CSV file is a “comma separated values” file. When opened, it looks like a spreadsheet, or like a list of information separated by commas. Contacts from email programs, contact management systems, and excel spreadsheets can be saved or exported in CSV format in order to import them into your zipForm® Plus CONTACTS.

The steps for exporting to a CSV file are different for different email or contact management systems, but can be easily found in the support or help files for your email or address book by searching for “Export” or “Export to CSV”. Here are a list of the most common contact systems, with links to instructions on how to download the contacts as a CSV file. Many of these will also allow you to import contacts as a CSV file.

Do you have any other contact systems that you would like to import or export to? Let us know in the comments!

 

Friday F.A.Q. – How to review transactions in zipForm Plus as a broker or file reviewer

Use the menu on an agent's account to open their transactions in the Broker Team Edition.

Use the menu on an agent’s account to open their transactions in the Broker Team Edition.

Q: How does a broker in zipForm® Plus view and review an agent’s transactions in the account?

A:  Users with the Broker Team Edition of zipForm® Plus can use the Administration tools to review and manage the transactions for an agent within the office or brokerage. Broker and Office (location) Administrators in zipForm® Plus have access to the Administration tools.

How to review an agent’s transactions:

  1. Open the Agent List under Administration
  2. Mouseover the agent’s name, and click on the menu arrow to open the menu for the user
  3. From the user menu, click Transactions
  4. You will see the transactions for the user you selected.  Click on a transaction name to open that transaction.­­
  5. If you have transaction approval enabled on the account, the agent may have flagged transactions for review. Click on the transaction approval icon to change the transaction approval status. Download the Transaction Approval Help At a Glance PDF for more information about marking transactions and documents for approval.

Broker administrators and office administrators can review documents and transactions for their agents using the steps above. Users who have the zipForm® Plus Team Edition can review all transactions for all team members directly from the Transactions Page.

For additional resources, download the zipForm® Plus Broker Team Edition User Guide.