Category Archives: zipForm Plus

Friday F.A.Q. – Copying Clauses

The Clauses button is located on the TRANSACTIONS page and on the TEMPLATES page

Click the Clauses button on the zipForm Plus Transactions page to open the Clause Manager, where you can import or export clauses to be used within form fields.

Q: I am helping another agent in my office, and would like her to have the same clauses I do. What is the best way to move my clauses to her?

A: There are two ways to share clauses: 

  1. Use a Broker or Team edition account in zipForm Plus in order to have the same clauses shared across an office, team, or brokerage (not to mention the added benefits of sharing transactions, approving documents and files online, involving assistants, and sharing templates!).
  2. Export your clauses and then import them to another account (this is the best method for an agent you are training but not necessarily working with as a team). Use the Clause Manager on the TRANSACTIONS page to import or export clauses as needed.

You can choose which clauses you are importing and exporting, as needed, which can also help you to provide the correct clause(s) to the correct user(s), as needed. Of course, when providing clauses to others it is always important to ensure the clauses are appropriate and legally sound, since clause text can vary between regions. Agents using clauses are advised to have their broker and/or real estate lawyer review any clause text before it is used within a contract.

Friday F.A.Q. – Working on forms offline

Q: How can I fill out my forms if I don’t have access to the internet for my laptop?

A: Use zipForm® Standard to complete forms on your computer when you do not have an internet connection. Since zipForm® Standard is a program that you download to your computer, an internet connection is not required for using zipForm® Standard. When you first get started using zipForm® Standard, all of  your forms are downloaded (and your existing zipForm® Plus Transactions if you enter your zipForm® Plus username and password). Once the installation is complete, you will be able to work with or without an internet connection.

Your zipForm® Standard files can also be set to synchronize automatically with zipForm® Plus when you do have an internet connection. This creates an automatic backup and ensures you can access your files from any computer (or phone or tablet, if you have the zipForm® Mobile Web Edition).

You can download zipForm® Standard to any laptop or desktop computer. Order or download zipForm® Standard at www.zipLogix.com.

Watch our quick training to learn about installing and using zipForm® Standard for the first time.

File and Document Approval

Click to change approval status for a form, PDF, document, or transaction. Enter comments (saved in the history) and click save.

Click to change approval status for a form, PDF, document, or transaction. Enter comments (saved in the history) and click Apply.

In need of a quick and secure file review option that can be implemented in minutes for an entire brokerage?

The zipForm Plus Broker Team account offers brokers and office administrators the ability to easily and quickly store, manage, or review transactions and teams through zipForm® Plus.

One of the top features in the broker accounts is the ability to use paperless transaction or document review and approval with automatic history and notifications. Agents, brokers, and administrators can easily keep track of file progress, make comments, and submit files for approval (or review and approve files) all within zipForm® Plus.

Our help at a glance and quick training on file and document approval can help streamline the document and file approval process in any brokerage, office, or team.

Help at a Glance: Broker Team Document Approval

Quick Training (3 minutes) on how to mark documents and files for approval:

 

Friday F.A.Q. – How do I send forms to be completed by the client (buyer or seller)

Signers can safely and securely complete form fields during the signing process.

A digitally signed disclosure showing text and check boxes completed by Seller One.

Q: My association has added the ability for clients to complete certain disclosures and other forms which must be completed by the seller, but when I open the form in zipForm®, save it as a PDF, or email it to a client using the email or send buttons, I cannot fill out the form. How do I send the form so that my client can complete it?

A: Some forms (or sections of forms) which need to be completed by the buyer, seller, or other parties in the transaction. Many brokerages are offering (or preparing to offer) forms which are pre-marked by zipForm® for the appropriate client to complete using the eSign tool of your choice (either zipLogix Digital Ink® or DocuSign®, depending on your eSign preferences in your zipForm® profile), or you can add your own text boxes or check boxes for the client to complete in step three of the eSign preparation.

To send forms so that a buyer, seller, or other transaction party can complete text fields and check boxes on the form, send the form for signing using the eSign button in zipForm®. This will take the  form from zipForm® and put it into a new packet or envelope in zipLogix Digital Ink® or DocuSign®. The feature uses the eSign process so that clients can sign or initial for the text fields and checkboxes that they have completed in the form. As the agent, you can review the areas which will prompt them to complete the form or add their signature or initials before sending. Click and drag to add additional fields for the signer to type text, check off check boxes, or click to sign or initial.

In some cases, if these forms cannot be completed by the agent (due to laws or other state or local regulations), you might also notice that the fields in zipForm® have been disabled. This is for your legal protection, and ensures that only the client (or other required party) is the one who is filling out information on the form. You will see these fields and checkboxes activated when you send the form using the eSign button when you reach Step 3: Add Signatures.

Providing sellers, buyers, or other signing parties with the ability to complete text fields and check boxes in a form using the eSign feature can be a great tool to help you move forward with paperless (or just less paper!) transactions while reducing your risk (because each signer’s actions are tracked and verifiable on the form) and saving time (because documents can be sent instantly and continue automatically between signers).

Watch our ten minute training on sending forms for other parties to complete:

Download a help at a glance guide to help your clients understand completing forms using the eSign feature (Page 1) and help you remember the steps to sending out the forms (Page 2):

Sending forms for other parties to complete

 

 

New Training – Creating and Using Templates

A new zipForm® Plus training is available to help agents create and use templates (saved packets of forms and documents) in zipForm® Plus.

This training will teach you how to create a packet of forms and documents that can be used to start your files in zipForm® Plus with required forms and documents*.

Are there any training videos that you are anxious to see? Let us know in your comments  here or on the zipLogix YouTube channel.

* Adding documents requires the zipVault® feature in zipForm® Plus.

New Guided Help Feature in zipForm® Plus

The zipForm® Plus Guided Help Tab expands when you click the gray (?) icon. Click on a topic to view the guided help.

The zipForm® Plus Guided Help Tab expands when you click the gray (?) icon. Click on a topic to view the guided step-by-step instructions.

The new zipForm® Plus Guided Help feature, walks users through the steps and help users to get started using zipForm® Plus or zipLogix Digital Ink®. The Guided Help can be used to reinforce or refresh your training. The Help-at-a-Glance guides (easily available from your Certified Trainer Resources page) can be used as a print version of the Guided Help.

To walk through a Guided Help subject, click the gray question mark tab on the right of your screen, and select the Guided Help topic. Topics will changed based upon the screen that is open in zipForm® Plus You can select whether the guided help is available at any time by editing your Settings in your zipForm® Plus Profile. Check Disable Guided Help and click Save to hide the guided help feature.

The first Guided Help topics are:

  • How to create transactions
  • How to use the Forms button
  • How to use the profile
  • How to use zipVault®
  • How to use zipLogix Digital Ink® (3 parts)
  • How to check zipLogix Digital Ink® status
  • How to work on the forms

Future topics will include how to create a forms template and how to add contacts. Are there any topics you would like to see for future Guided Help subjects? Leave a comment to let us know!

Friday F.A.Q. – Selecting individual pages when sending forms

Select individual zipForm pages to send, print, or download

Use the arrow on a form to select specific form pages instead of the whole form.

Q: When I am in zipForm® Plus, how do I send just one page of a form that has more than one page?

A: Select individual pages by clicking the blue down arrow ▼ located in the bottom right corner of the form (in icon view) or to the right of the form name (in list view) when sending. Whether selecting forms for sending, printing, faxing, esigning, or saving as a PDF, use to select specific pages when necessary. Click once on the arrow, click the pages you wish to select, and continue adding forms or contracts as needed before clicking send, print, or continue.

When selecting individual pages instead of the whole form, the form will be displayed on the list of forms to be attached, printed, downloaded, or sent for signatures with the form name and the page(s) listed in parentheses beside the form name, for easy reference. To un-select the form and all pages, click the gray [ - ] located at the top right of the form (in icon view) or to the left of the form name (in list view).

Friday F.A.Q. – The “All Forms” and “My Forms” tabs

zipForm Plus Fullscreen view with both tabs open

The Fullscreen view, with both the My Forms and All Forms tabs expanded, to help with navigating through the transaction contracts.

Q: What are the “All Forms” and “My Forms” tabs, and what is the difference between the two?

A: When you have a form open and are in the view where you can enter text into the form fields, you can see two Forms tabs. The My Forms tab will help you navigate between forms inside your file for this property or client(s), and the All Forms tab will help you add new forms to the file. Click once on the tab to show or hide the tab while filling out forms or viewing forms full screen. The All Forms tab is also available on the Documents tab inside of a transaction file.

All Forms is located to the right side of the screen, and contains the libraries of forms created for you by your brokerage, association, or MLS. There is also the My Forms tab, located on the left side of the page.  The My Forms tab contains all of the forms that you currently have within the transaction folder. These are the forms you are specifically using for this property and client.

You can use the My Forms tab to quickly navigate to another form inside the file. For instance, while you are filling out a Listing Agreement, you can use My Forms to move quickly to reference additional text or disclosures that you have entered in a Lead Based Paint disclosure, and then use My Forms again to return to the Listing Agreement.  If you are looking at your forms and notice one is missing, you can click the All Forms tab in order to search for and add another form to this file. If you find a form that you would like to add to the file, click once on the form name, and it will automatically be added to your file.

When you have a form open and are in the view where you can enter text into the form fields, there will be two tabs on the screen. All Forms is located to the left side of the screen, and contains the libraries of forms created for you by your brokerage, association, or MLS. There is also the My Forms tab, located on the left side of the page.  The My Forms tab contains all of the forms that you currently have within the transaction folder. These are the forms you are specifically using for this property and client.

You can use the My Forms tab to quickly navigate to another form inside the file. For instance, while you are filling out a Listing Agreement, you can use My Forms to move quickly to reference additional text or disclosures that you have entered in a Lead Based Paint disclosure, and then use My Forms again to return to the Listing Agreement.  If you are looking at your forms and notice one is missing, you can click the All Forms tab in order to search for and add another form to this file.

Forms Panels Available in Fullscreen View in zipForm Plus

 

zipForm Plus Fullscreen view with both tabs open

The Fullscreen view, with both the My Forms and All Forms tabs expanded, to help with navigating through the transaction contracts.

The My Forms and All Forms tabs are now available in zipForm® Plus in the Fullscreen form view in zipForm® Plus, making it easier than ever to navigate through a transaction while completing real estate forms..

The Fullscreen view is a convenient way to view a contract full screen, making the form larger so that it is easier to read fine print or fill out text and check boxes accurately. The quick tools for editing a form, including Fast Fill and Spellcheck are already available in Fullscreen view, and now the Forms tabs are available as well.

Click My Forms to expand the My Forms tab in zipForm® Plus, which can be used to open a different form within the real estate transaction file. If the form cannot be found, click All Forms on the right side of the screen in order to expand the All Forms tab and search for a form provided by your association, brokerage, or MLS. Click once on any form name within the All Forms tab, and that will open that form and add it to your transaction if it was not there already. The All Forms tab also has a handy keyword search at the top, so that it is easy to find the form within your selected forms library (use the Select Library button to select a different library or select all libraries before searching).

Updating your email address

Request to update your email address that is shown after an email is returned as Non Deliverable.

A sample request to update the email address for a zipForm® account that is shown after an email is returned as Non Deliverable by an email server.

It is very important to keep the email address connected to an account in zipForm® current, in order to ensure that account notifications, emailed forms, and even eSign notices are delivered, and to ensure that contact information displayed on forms and within outgoing emails from zipForm® are correct.

The email address for a zipForm® Plus account can be updated through the Profile option in zipForm® at any time. If zipForm® detects that an email was sent and returned as undeliverable due to a possible incorrect email address or blocked delivery, then zipForm® Plus will prompt a user to update their email address.

Of course, an agent should not wait for a prompt from zipForm® before updating their profile if their email address or other contact information has changed! The email and other contact information can be updated at any time through the profile in zipForm® Plus.

How to update your email address at any time while using zipForm® Plus:

  1. Click on your name in the top right corner of zipForm® Plus
  2. Click Profile
  3. Update the Email field in the My Information section of the About Me profile
  4. Click the Save button
  5. Click Close to return to zipForm® Plus

Any changes within the profile that print at the bottom of forms will be reflected on any new transactions that are started after changes have been made. For more information about updating the company information that prints at the bottom of forms, visit our Friday F.A.Q. on updating address information that prints on the bottom of zipForm® Forms.