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.
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!