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zipForms
- 1. zipForm 6 Presentation To CyberProfessionals Chicago – April 2011 By Don King
- 3. Professional Edition – Online version
- 4. Premium Edition – Both the Standard and Professional Editions
- 9. Select Transaction Type (Listing, Purchase, etc.)
- 10. Select Property Type (Residential or Commercial)
- 11. Apply a Template
- 12. Complete Cover Sheet (Names, Addresses, and Transaction Specifics)
- 13. Add or Delete Forms
- 14. Apply ClausesBuilding A Transaction
- 15. Cover Sheet
- 16. Cover Sheet
- 19. Put variable text in the clause library.Tips & Tricks – Templates
- 21. Templates Not Automatically Updated
- 22. Updated Forms Will Be Populated With Text From Old FormsTips & Tricks – Forms Updates
- 24. Folder For Each Transaction
- 25. Print Forms As .PDF
- 26. For Listings, Keep Both Signed and Unsigned Versions Of Forms
- 27. Use With DocuSignTips & Tricks - General
Notas del editor
- Ask how many attendees now use zipForms or winForms.
- Tell them I use Standard Edition.
- May need more than one form library.
- You will want templates for a variety of transaction types. Include all info that is standard to that type of transaction. Include forms, even if only needed sometimes.
- A transaction consists of the forms plus a cover sheet.
- The Cover Sheet is 3 pages. Page 1 contains info on the sellers and buyers.
- Page 2 contains info on the property and escrow. Page 3 contains broker and service provider info.
- Once the Cover Sheet is saved, the data is propagated throughout all the forms for that transaction.
- If there is standard text that you use in every transaction of that type, put it in the template. If there are several variables on the text, put them in the clause library. Any text unique to that transaction must be typed.
- Forms updates can be confusing.