Online Real Estate Transactions with zipForm® Managing the file Tips and tricks to quickly saving and sharing information and working more efficiently in zipForm® Plus and zipVault® www.ziplogix.com 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 www.zipLogix.com Go Beyond 1 Online Real Estate Transactions with zipForm® Managing the File Step 1 Saving and Storing Add folders and documents, including PDFs, to the file for storage and reference, and use Document 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 Go Beyond Managing the File Step 1 Saving and Storing Add folders and documents, including PDFs, to the file for storage and reference, and use Document 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 www.zipLogix.com Go Beyond 2 Online Real Estate Transactions with zipForm® Online Archives • • ProTip: Search “All” files to recover a file that was recently accidentally deleted. Use the List View option to see more details about files Search by Status, including “Closed”, “Inactive”, or “All” to find a specific file Search Status List or Icon View Expiration Date Deleted File www.ziplogix.com Go Beyond Update Storage Settings Change the Transaction Status or storage Expiration Date for a file as the file progresses Expiration Date Transaction Status www.ziplogix.com www.zipLogix.com Go Beyond 3 Online Real Estate Transactions with zipForm® 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. Menu Import Export www.ziplogix.com Go Beyond zipForm® 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 eSign eMail Update Contracts Learn more at www.zipLogix.com/mobile Get the zipForm® Mobile Companion at the iTunes Store: https://itunes.apple.com/us/app/zipformmobile-companion/id538083561 www.ziplogix.com www.zipLogix.com Go Beyond 4 Online Real Estate Transactions with zipForm® 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® www.ziplogix.com Go Beyond Managing the File Step 1 Saving and Storing Add folders and documents, including PDFs, to the file for storage and reference, and use Document 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 www.zipLogix.com Go Beyond 5 Online Real Estate Transactions with zipForm® Profile About Me • Add your picture, update company information, and save an email signature Photo Profile www.ziplogix.com Go Beyond Profile Libraries • Organize Libraries of forms – the first library is your default library on the All Forms tab Organize Profile www.ziplogix.com www.zipLogix.com Go Beyond 6 Online Real Estate Transactions with zipForm® Profile Settings • Select your eSign product, enable autosave, and connect to outside services, such as Zapier eSign Profile www.ziplogix.com Go Beyond 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 www.zipLogix.com Go Beyond 7 Online Real Estate Transactions with zipForm® Managing the File Step 1 Saving and Storing Add folders and documents, including PDFs, to the file for storage and reference, and use Document 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 Go Beyond 2 Clauses 1 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. 3 How to insert a clause: 1. 2. 3. 4. 5. Click on a form field Click the gray pencil button Click the Insert Clause button Select the Clause by Category and Title Click Insert www.ziplogix.com www.zipLogix.com 4 5 Go Beyond 8 Online Real Estate Transactions with zipForm® 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. 2. 3. 4. 5. TEMPLATES New Name and Save your template Add forms, following the same steps as creating a new transaction Fill out key information, such as your brokerage name and address Save your template Click TRANSACTIONS to use the template Name Save www.ziplogix.com Go Beyond 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 2 Forms, documents, folders, and other saved transaction information are automatically applied to the file 3 www.ziplogix.com www.zipLogix.com 1 Go Beyond 9 Online Real Estate Transactions with zipForm® Contacts Add or save contacts to create an address book for all of your zipForm® Plus transactions Contacts Add New Search Click to Edit www.ziplogix.com Go Beyond Shortcuts Copy a File Create 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. Transaction Menu 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 Copy New Name www.ziplogix.com www.zipLogix.com Go Beyond Copy 10 Online Real Estate Transactions with zipForm® Shortcuts Integration and Partners 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) Transaction Menu Partners www.ziplogix.com Go Beyond Set 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 • Edit a contact www.ziplogix.com www.zipLogix.com Go Beyond 11 Online Real Estate Transactions with zipForm® zipForm® Plus Versions Single Agent Team Edition Broker Edition Manage your personal transactions online. Combine with zipForm® Standard to add offline access. Create and work in transactions together with any agent on your team. Keep track of everything with automatic history. Manage brokerages, offices, and teams online. Create clauses or templates, use file approval, and work seamlessly online. www.ziplogix.com Go Beyond zipForm® Broker Team zipForm® Plus Broker Edition Tools Empower agents and manage risk with the zipForm® Broker Team multi-user solution. o o o o o o o Manage agents and offices online Transaction oversight, including transaction and document approval Forms and form library access controls 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 Complete transaction history and easy-to-use interface that agents love to use Secure document and file management(with zipVault®) Access from any computer, or use your tablet or mobile device (with zipForm® Mobile) www.ziplogix.com www.zipLogix.com Go Beyond 12 Online Real Estate Transactions with zipForm® zipForm® Broker Team 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 o o o o o Team transactions are shared with other team members in real time Eliminate repetitive paperwork Search and filter files based on the transaction owner Create templates to share with the team Team members can create transactions for other members Ability to have individual teams, or teams as part of the Broker Edition www.ziplogix.com Go Beyond zipForm® Broker Team File and Document Approval Approve File Approve Documents Open or edit forms Approval www.ziplogix.com www.zipLogix.com Go Beyond 13 Online Real Estate Transactions with zipForm® zipForm® Broker Team Document Approval Email Approved By Approved Document(s) Comments www.ziplogix.com Go Beyond zipForm® Broker Team Team Edition: Select Agent When creating a transaction in the zipForm® Plus Team Edition, the Agent defaults to the person creating the transaction. 1. 2. Use the Agent drop-down selection to assign ownership of this transaction to a different agent Select Agent Click Save This can also be edited at a later date by clicking on the transaction photo for a zipForm® Plus file. www.ziplogix.com www.zipLogix.com Go Beyond 14 Online Real Estate Transactions with zipForm® zipForm® Broker Team 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. Administration Reports www.ziplogix.com Go Beyond zipForm® Broker Team Global, Office, and Agent Levels 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 Select status Status www.ziplogix.com www.zipLogix.com Go Beyond 15 Online Real Estate Transactions with zipForm® 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 www.ziplogix.com Go Beyond 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 www.zipLogix.com Go Beyond 16 Online Real Estate Transactions with zipForm® Training and Support Training Support - - - Training on demand: www.youtube.com/ziplogix Live online training via webinar: www.zipLogix.com/training Click the (?) icon or HELP link for in-app training and support in zipForm® Plus Phone support: 586-840-0140 - - 24 hours Monday - Friday 10 am to 10 pm Eastern Time Saturday and Sunday Online Support, FAQs, and Knowledge Base: http://support.zipLogix.com www.ziplogix.com Go Beyond Thank You Additional information and resources: www.ziplogix.com www.ziplogix.com www.zipLogix.com Go Beyond 17
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