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www.ziplogix.com Agent User Guide | Page 1
zipForm® Plus Agent User Guide Table of Contents
Welcome ............................................................................................................................................................. 3
Creating Your zipForm® Plus Account ......................................................................................................................... 4
Individual Agents: Signing up for zipForm® Plus ....................................................................................................... 4
Brokerage Agents: Set zipForm® Password e-mail .................................................................................................... 4
TRANSACTIONS ................................................................................................................................................... 5
Creating a Transaction ............................................................................................................................................ 6
Start working in a new set of forms ........................................................................................................................ 6
Filling out transaction forms .................................................................................................................................. 7
Using a Template (previously saved packet of forms) ................................................................................................. 8
Apply a template to a new transaction ................................................................................................................ 8
Apply a template to an existing transaction .......................................................................................................... 8
Parties Tab ........................................................................................................................................................ 9
Property Tab ................................................................................................................................................... 10
Import listing data to the forms with zipFormMLS-Connect® ........................................................................................ 11
Add documents and folders using zipVault® .............................................................................................................. 12
TEMPLATES ......................................................................................................................................................... 13
Adding Templates ............................................................................................................................................ 14
CONTACTS ....................................................................................................................................................... 15
FEEDBACK ......................................................................................................................................................... 16
Clauses .............................................................................................................................................................. 17
Creating and Managing Clauses Using the Clause Editor ........................................................................................ 18
Using Clauses ................................................................................................................................................. 18
Managing Files ................................................................................................................................................... 19
Online Storage Options .................................................................................................................................... 19
Archiving Files ................................................................................................................................................. 20
Exporting Transaction files .................................................................................................................................. 21
Importing Transaction Files ................................................................................................................................. 21
Profile ................................................................................................................................................................ 22
Profile: About Me ............................................................................................................................................. 22
Profile: Libraries ............................................................................................................................................... 23
Profile: Settings ................................................................................................................................................ 24
Reference: Quick Tools ......................................................................................................................................... 25
TRANSACTIONS page ..................................................................................................................................... 25
Transaction File – Documents Tab ........................................................................................................................ 26
www.ziplogix.com Agent User Guide | Page 2
Transaction File – Parties Tab .............................................................................................................................. 27
Transaction File – Property Tab ........................................................................................................................... 27
Forms Workspace ............................................................................................................................................ 28
TEMPLATES page ............................................................................................................................................. 29
CONTACTS Page............................................................................................................................................ 30
Product Requirements ............................................................................................................................................ 31
Minimum System Requirements: ........................................................................................................................... 31
Recommended System Requirements .................................................................................................................... 31
Guidelines for Uploading Files ............................................................................................................................ 31
Product Support Information .................................................................................................................................... 32
Help Desk: ..................................................................................................................................................... 32
Website: ........................................................................................................................................................ 32
Sales: ............................................................................................................................................................ 32
Mailing Address: ............................................................................................................................................. 32
Office Location: ............................................................................................................................................... 32
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