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zipFormzipForm®® Plus Plus Advanced Advanced TrainingTraining
Using time-saving clauses, templates, and transaction tools in zipForm® Plus
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zipFormzipForm®® Plus Advanced: Plus Advanced: Training OutlineTraining Outline
1. Clauses1. Creating Clauses2. Inserting Clauses into form fields
2. Time-saving templates1. Creating a Template2. Using (Applying) Templates in a Transaction
3. zipForm® Contacts4. Online sharing and collaboration5. Additional Tools
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ClausesClauses• Save text to Clauses on the Transactions page to preserve
brokerage or legal language for completing forms
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Click to open the Clause ManagerClick to open the Clause Manager
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Clause ManagerClause Manager
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Click to open the Clause
Click to open the Clause
Click to add a Clause
Click to add a Clause
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Add a ClauseAdd a Clause• Enter text that you would like to re-use to fill out
contract fields in zipForm® Plus
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Using ClausesUsing Clauses
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TemplatesTemplates• Templates are saved packets of forms that can help you
start a transaction file. • Edit or create templates within the Templates workspace
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Add a TemplateAdd a Template• Creating a template is very similar to creating a
transaction file• Click the New Template button• Add and complete forms• Click Save, and return to your Transactions page
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Using TemplatesUsing Templates
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ContactsContacts• Saved contacts can also be used to fill out
contracts, email, fax, or send for signatures
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Add ContactsAdd Contacts
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Online SharingOnline Sharing
• Share documents and files online using the “share” button in zipForm®
• Share your webcam or computer screen by using the green zipConsult® icon in the upper left corner of your computer.
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zipConsult®zipConsult®
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Advanced: MenusAdvanced: Menus
• Access advanced menus for zipForm® Pluso Transaction file (Transactions Page)o Inside the Transaction Fileo Advanced menus for Formso Advanced menus for documentso More Quick Tools when editing forms
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Transaction File MenuTransaction File Menu
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Inside the Transaction Inside the Transaction FileFile
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Send to relay® Send to relay®
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Form MenusForm Menus
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More Quick ToolsMore Quick Tools
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Other ToolsOther Tools
• zipForm® Plus plugs in to the following add-on features:o zipLogix Digital Ink® for click-to-sign digital signatureso zipVault® for online storage, documents, folders and managemento zipConsult® for free online meetingso relay® Transaction Management, to incorporate activities, notes, and
client interaction with the online transaction file.
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Thank YouThank You
Additional information and resources:
www.ziplogix.com/zipformplus
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