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Managing the file
Tips and tricks to quickly saving and sharing information and
working more efficiently in zipForm® Plus and zipVault®
Go Beyond
Increasing Your Success
Congratulations! Your clients are referring you to friends and family.
How do you grow your business?
Professionalism
–
Save PDFs and other documents online alongside your zipForm® Forms using the zipVault® feature for a complete transaction file
Accuracy
–
Share your screen or share documents online using the zipConsult™ and zipLogix Community (“Collaborate”) features built in to zipForm® Plus so clients can review and contribute to the file, reducing risk
Expertise
–
Save Clauses and Templates to ensure you always have the right legal language and required forms for a transaction
Trust
–
zipLogix files allow you to work securely online, protecting your client’s information for years to come.www.ziplogix.com
Managing the File
Go Beyond
Step 1
Saving and
Storing
Add folders and documents, including PDFs, to the file for storage and reference, and useDocument Approval to mark contracts and files
for approval within a brokerage.
Step 2
Personalize
zipForm®
Use your Profile to customize your preferences and personalize your zipForm® Plus experience.Step 3
Shortcuts to
Save Time
Use shortcuts like Templates and Clauses to save time on current and future transaction files.www.ziplogix.com
Managing the File
Go Beyond
Step 1
Saving and
Storing
Add folders and documents, including PDFs, to the file for storage and reference, and useDocument Approval to mark contracts and files
for approval within a brokerage.
Step 2
Personalize
zipForm®
Use your Profile to customize your preferences and personalize your zipForm® Plus experience.Step 3
Shortcuts to
Save Time
Use shortcuts like Templates and Clauses to save time on current and future transaction files.www.ziplogix.com
Online Archives
•
Use the List View option to see more details about files
•
Search by Status, including “Closed”, “Inactive”, or “All” to find a specific file
Go Beyond
ProTip: Search “All” files to
recover a file that was recently accidentally deleted.
List or Icon View Search Status
Expiration Date Deleted File
Update Storage Settings
Change the Transaction Status or storage Expiration Date for a
file as the file progresses
Transaction Status Expiration Date
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Import or Export an Archive
Import a previously downloaded copy of a zipForm® Transaction to add to this
file, or Export to save a copy of this file on your computer as a .ZIP (Compressed)
file.
Go Beyond Import Export Menu www.ziplogix.comzipForm
®
Mobile
Update or review files on a
tablet (such as an iPad) or
a phone (such as an
iPhone), or sign in person
using the TouchSign feature
on a tablet
Learn more at www.zipLogix.com/mobile Get the zipForm® Mobile Companion at the iTunes Store:
https://itunes.apple.com/us/app/zipform-mobile-companion/id538083561 Go Beyond Update Contracts eMail eSign
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Storage and File Management
You now know how to:
Search and sort through zipForm® Plus files
•
Adjust the file expiration date (zipVault®) and Transaction Status as
needed
Import or Export files for extended storage
Mark files for review and approval (zipForm® Plus Broker Edition)
Use zipForm® Mobile for phone or tablet access
•
Tap and type to update forms
•
Send for signatures using the eSign button
•
Sign in person with the TouchSign® option
•
View saved documents using zipVault®
Go Beyond
Managing the File
Step 1
Saving and
Storing
Add folders and documents, including PDFs, to the file for storage and reference, and useDocument Approval to mark contracts and files
for approval within a brokerage.
Step 2
Personalize
zipForm®
Use your Profile to customize your preferences and personalize your zipForm® Plus experience.Step 3
Shortcuts to
Save Time
Use shortcuts like Templates and Clauses to save time on current and future transaction files.www.ziplogix.com
About Me
•
Add your picture, update company information, and save an
email signature
Go BeyondProfile
Profile Photo www.ziplogix.comLibraries
•
Organize Libraries of forms – the first library is your default
library on the All Forms tab
Go Beyond
Profile
Profile Organize
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Settings
•
Select your eSign product, enable autosave, and connect to
outside services, such as Zapier
Go Beyond
Profile
Profile eSign
Personalize zipForm® Plus
You now know how to:
Edit profile information
•
Add Photo
•
Edit office information (if individual zipForm® users)
Edit the order of Libraries
•
Add Photo
•
Review the libraries and products you have purchased
Update eSign and other Settings
•
Enable Autosave to save forms every fifteen minutes
•
Connect to Zapier and other external services
www.ziplogix.com
Managing the File
Go Beyond
Step 1
Saving and
Storing
Add folders and documents, including PDFs, to the file for storage and reference, and useDocument Approval to mark contracts and files
for approval within a brokerage.
Step 2
Personalize
zipForm®
Use your Profile to customize your preferences and personalize your zipForm® Plus experience.Step 3
Shortcuts to
Save Time
Use shortcuts like Templates and Clauses to save time on current and future transaction files.www.ziplogix.com
Clauses
Common paragraphs, sentences or phrases can
be saved and inserted into form fields quickly.
•
Create and save clauses using the Clauses
button on the Transactions page.
How to insert a clause:
1.
Click on a form field
2.
Click the gray pencil button
3.
Click the Insert Clause button
4.
Select the Clause by Category and Title
5.
Click Insert
Go Beyond 2 1 3 4 5www.ziplogix.com
Templates
Save forms, contacts, and documents to be used as forms packets through the Apply Template option when creating or editing a zipForm® Plus transaction file. Click TEMPLATES and then click New to create a template.
1. Name and Save your template 2. Add forms, following the same steps
as creating a new transaction
3. Fill out key information, such as your
brokerage name and address
4. Save your template
5. Click TRANSACTIONS to use the
template Go Beyond New TEMPLATES Name Save
Using a Template
You can use a template when creating a new transaction by using the Apply Template drop-down on the Transaction Details window. Or, apply a template to an existing transaction with these steps:
1. Click Apply Template 2. Select your template Name 3. Click Apply
Forms, documents, folders, and other saved transaction information are automatically applied to the file
1
2
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Contacts
Add or save contacts to create an address book for all of your
zipForm® Plus transactions
Go Beyond Contacts Add New Click to Edit Search www.ziplogix.com
Copy a File
Go BeyondCreate an exact copy of a file, including all forms and documents, to easily set up a new offer for a buyer, or a repeat listing for a seller.
1. Click on the Transaction Menu 2. Click Copy
3. Enter a New Name for the new file
(Note: the name of the copied file will be entered by default, so it is important to enter something new to differentiate the transations)
4. Click Copy
Shortcuts
Copy
Transaction Menu
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Integration and Partners
Go Beyond
Import Contacts
• Top Producer® (Partners)
eSign
• DocuSign® (eSign, Profile)
Transaction Management
• relay® (Transaction Menu, Profile)
• SureClose(Transaction Menu)
• BackAgent(Partners)
• DocuSign® Transaction Rooms (Partners)
Client Services
• Updater (Transaction Menu, Partners)
• Offer Runway (Partners)
• Homeminders(Partners) Automation • Zapier(Profile)
Shortcuts
Partners Transaction MenuSet up Time-Saving Tools
You now know how to:
Add Clauses for future use
Use TEMPLATES
•
Create a template (saved packet of forms)
o
Add forms and documents
o
Enter key information, such as your name and brokerage
•
Edit templates to keep them current
•
Use the Apply Template option to start a new file using a template
•
Copy a file
Add CONTACTS for future use
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zipForm® Plus Versions
Single Agent
Manage your personaltransactions online. Combine with zipForm® Standard to add offline
access.
Team Edition
Create and work in transactions together with any agent on yourteam. Keep track of everything with automatic history.
Broker Edition
Manage brokerages, offices, and teams online. Create clausesor templates, use file approval, and work
seamlessly online. Go Beyond
www.ziplogix.com
zipForm® Plus Broker Edition Tools
Empower agents and manage risk with the
zipForm® Broker Team multi-user solution.
o Manage agents and offices online
o Transaction oversight, including transaction and
document approval
o Forms and form library access controls
o Time-saving and risk reducing tools at the brokerage,
office, and agent-level include:
• Transaction Templates (forms packets) • Clauses (legal language)
• Agent and Team management
o Complete transaction history and easy-to-use interface
that agents love to use
o Secure document and file management(with zipVault®) o Access from any computer, or use your tablet or mobile
device (with zipForm® Mobile)
Go Beyond
www.ziplogix.com
zipForm® Plus Team Edition Tools
The zipForm® Plus Team Edition
allows team members to team up
online, seamlessly sharing
information for better transactions
and smoother closings.
o Team transactions are shared with other
team members in real time
o Eliminate repetitive paperwork o Search and filter files based on the
transaction owner
o Create templates to share with the team o Team members can create transactions
for other members
o Ability to have individual teams, or teams
as part of the Broker Edition
Go Beyond
zipForm® Broker Team
File and Document Approval
Approve File Approval Open or edit forms Approve Documentswww.ziplogix.com
Document Approval Email
Go Beyond
zipForm® Broker Team
Approved Document(s) Comments
Approved By
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Team Edition: Select Agent
Go Beyond When creating a transaction in the
zipForm® Plus Team Edition, the Agent defaults to the person creating the transaction.
1. Use the Agent drop-down selection to assign ownership of this
transaction to a different agent 2. Click Save
This can also be edited at a later date by clicking on the transaction photo for a zipForm® Plus file.
Select Agent
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Administration
An Admin is someone assigned to manage a brokerage, office, or team.
•
Admins can manage users and settings, approve documents and
transactions, and view reports and transactions.
•
Click Administration to access Admin features.
Go Beyond
zipForm® Broker Team
Reports
Administration
Shortcuts and tools, such as Clauses and Templates may be
provided at the Agent (individual), Office (location within the
brokerage), or Global (everyone in the brokerage) level.
The Status is selected when creating the template or clause.
• Agent – Only viewed and used by the user (Agent) who created this item
• Office – Visible to and can be used within the selected office
• Global – Visible to and can be used by every user within the brokerage
Global, Office, and Agent Levels
zipForm® Broker Team
Status Select status
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zipForm® Plus Broker Team Edition
You now know how to:
Work online in a team or brokerage setting
Submit document or transactions for approval using the document and transaction approval tools
Assign a transaction to another agent on the team using the zipForm® Plus Team Edition
Access the Administration tools if you are a Brokerage, Office, or Team Admin in zipForm® Plus
The difference between Global, Office, and Agent levels for tools, such as Templates and Clauses
Go Beyond
www.ziplogix.com
Next Steps
•
Try it! Reinforce your learning
o Sign in to zipForm® Plus
o Create your own zipForm®File to practice
• Add the forms you need for a standard listing or sales presentation, so you
will be prepared for your next client presentation
• Explore the features within the file – don’t be afraid to try something new! • If you need to, use the “Delete” button to delete the file
•
Learn more! Review your training and increase your skills
o Training on Demand –www.YouTube.com/ziplogix
o Step-by-Step Instructions – Click the (?) button in zipForm® Plus o Live Webinars – Sign up for a future live training at www.zipLogix.com
www.ziplogix.com
Training and Support
Support
- Phone support:
586-840-0140
- 24 hours Monday - Friday
- 10 am to 10 pm Eastern Time Saturday and Sunday
