Category Archives: zipForm Plus

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.

Friday F.A.Q. – Printing Blank Forms

Use the print blank option in zipForm Plus to print a blank form

The Print Blank option is available from the print menu for some forms, but should be used carefully.

Q: Why won’t zipForm® let me print a blank form to take to my client?

A: While there is the option to print a blank or SAMPLE form from the Print button in zipForm® Plus, sometimes the option to print a Blank form is not available. In some areas, agents are not able to print blank forms due to a restriction within the forms library. The association, brokerage, or MLS that produces this set of forms can opt to require client, agent, and property information to be completed before the forms can be printed. This ensures that agents are always using the most current forms, so that agents have the latest legal protections for themselves and their clients.

Whether or not a real estate form is restricted in this way, it is always a good idea to complete your form on zipForm® in order to ensure you are using the most recent forms! Sometimes legal changes can come quickly, and they can make a big difference for you and your clients. Fortunately, zipForm® Plus forms update automatically when the form creators provide changes. When you add a new form from the All Forms tab, you can be confident it is the latest form from your brokerage, association, or MLS.

One of the easiest ways to ensure that you always have the forms on you that you need is to use the zipForm® Mobile Web Edition. Using the zipForm® Mobile Web Edition, your forms are always available through your tablet or smartphone and a WiFi or cellular data connection. Forms can be completed, emailed, faxed, and even sent for signatures using the eSign button.

If you have a tablet, you can also sign the forms in person using the built in TouchSign® feature (www.zipform.com/touchsign) in the zipForm® Mobile Web Edition. Learn more about the zipForm® Mobile Web Edition and options for working on the go at: www.ziplogix.com/zfmobile

Friday F.A.Q. – How do I “Close” a file on zipForm Plus?

Use the drop-down Transaction Status menu to change the status from Active to Closed

Use the drop-down Transaction Status menu to change the status from Active to Closed

Q: I’ve finished the transaction and I have all of the completed and signed forms. How do I move the file off of my TRANSACTIONS page?

A: You can mark a file as closed or inactive in zipForm® Plus from the Transaction Details, or while you have the transaction open. Closed and inactive files do not appear on your TRANSACTIONS page, and are only visible when you search for them specifically.

To search for a transaction that has been marked as Closed or Inactive, click the arrow on the Enter Keyword(s) field, and select Closed or Inactive. You are also able to search by All  - which can help you recover a recently deleted transaction, if needed!

Closed transactions are saved in zipForm® Plus until their expiration date or until you manually delete the file.

Friday F.A.Q. – Edit Address Information

Edit Address Information on zipForm Plus

Edit Address Information on zipForm Plus

Q: How do I update the information that prints on the bottom of the forms in zipForm® Plus?

A: This information can be updated through the About Me section of the zipForm® Plus Profile.

Individual agents can edit the address information that prints at the bottom of their forms from the About Me section of the profile.

  1. Open your zipForm® Plus Profile
  2. Mouse over the Address under Address Information in the About Me section of the profile
  3. Click the Edit button
  4. Edit the address, phone, and fax numbers as needed
  5. Click Save

This will update the address that prints on the bottom of the forms for all future transactions inside of this zipForm® Plus account.  If an agent is part of a brokerage account, they will not see the Address Information section of their profile. The address is updated by the administrator for the office or brokerage. the brokerage or office administrator will need to update the address for this agent.

Friday F.A.Q. – What form fields automatically populate?

 

Using the drop-down lookup fields to fill out information on a form. The top entry, Central County, is what will be entered if the Apply Intellicopy tool is used.

Using the drop-down lookup fields to fill out information on a form. The top entry, Central County, is what will be entered if the Apply Intellicopy tool is used.

Q: What fields automatically populate from form to form?

A: All of the fields in the Cover_Sheet will automatically populate, as long as zipForm® Plus can be certain beyond a doubt that the fields are matching.

There are some fields that will contain information without automatically filling out the information. For instance, completing the Seller’s address will automatically populate the fields for Seller One Address, but will not automatically populate the property address.  Even though many real estate sales are conducted for the seller’s personal property, sometimes it is a different address that is being sold.

However, since zipForm® is aware that the property address might be the same as the seller’s address, it is available to be quickly filled in at the top of the drop-down look-up fields.  This is a feature called “intellicopy”, and it is available for many fields that are commonly completed in the real estate forms.

Intellicopy fields for a form can be automatically populated by clicking the Apply Intellicopy button located on the “More” section of the quick tools while filling out a form.

Friday F.A.Q. – The zipForm Transaction Coversheet Form

The Transaction Coversheet is a shortcut to filling out key information on the file accurately and quickly.

Use the Transaction Coversheet to complete, update, or review basic information about the file. It creates an easy and fast reference for the property sale.

Every form library has a form that contains all of the core form fields that are automatically copied and updated between forms.  This form is usually called the Cover_Sheet or Transaction_Coversheet form, and often appears as the first form in a Library of forms.

Q: Do I have to use the Coversheet to fill out transactions?

A: No, but the Transaction Coversheet form is a great shortcut to completing or updating key property sale information. The Coversheet form is not required to use zipForm, but it creates an easy-to-use place to take advantage of zipForm’s automatic form-filling, formatting, and look up field shortcuts.

The trick to using a Coversheet form in your transaction is to remember that you do not need to fill out every field.  Use the Coversheet to focus on making sure you have filled out the client’s name, property address, and your brokerage information correctly. If a field does not apply to your transaction, skip it and continue to the next field or section in the coversheet.

While filling out the coversheet, don’t forget to take advantage of the drop-down look up fields feature to save time when filling out common fields, such as your name, or the property city. Click the arrow next to any field to look up information you had typed previously in that field or a similar field in zipForm (zipForm Plus users: learn how to edit what appears in the look up fields), then click on the text entry from the look up field to place that text in the field you are filling out.

You are able to use the Coversheet form from any version of zipForm. This includes zipForm Plus, zipForm 6 Professional, zipForm Mobile Web Edition, or zipForm 6 Standard.  Since it is a form, you are also able to email, fax, print, or download it as a PDF.

Friday F.A.Q. – Editing Look Up Fields

The Look Up tool is sometimes located after clicking the "..." button for more Quick Tools when in the form viewer.

Click the Look Up tool to edit or change what appears in the drop-down look up fields for forms.

The Look Up fields feature in zipForm Plus allows you to look up text you typed in this contract or form field in a previous zipForm Plus transaction, or a different form within the same file.  It is an easy and quick way to fill out contracts, and is part of the built-in automatic data flow for zipForm Plus.

Q: How do I edit the drop-down (Look Up) fields on my form?

A: Click the “Look Up” button on your Quick Tools located within the form editor.  When editing a form, the Look Up button is located on the Quick Tools within the form editor.

This button may be hidden in your standard view if you do not have a widescreen or high resolution monitor. To open the additional Quick Tools, click the “…” button.  Click the same button to return to your regular view of commonly used Quick Tools.

When you open the Look Up fields manager, click the drop-down to select the field you would like to edit.  You can edit text directly, delete a line to remove it, or click enter to add a new line and entry to the Look Up field.  Click and type to make changes to a Look Up field.  Click the Save button to save changes before closing the manager.

If you make changes to a Look Up field, it will not affect what is currently filled out in that field in your form (you will need to change those directly in the form), but the edits will be visible the next time you use the drop-down look up field in that form or any other form with that field.