1. society
2. work
3. contracts

Pa
ape
erle
ess Tra
T ansa
actionss
A quick sta
art guide for real estate
e
pro
ofessiona
als using zzipLogix online prrograms
Comple
ete contracts
quicckly and
profe
essionally
Get seccure paperleess
signaturres using eS
Sign
Continnue working
g with
and
d storing form
ms,
do
ocuments, annd
arrchives onlinne
Contents
C
Referen
nce: Quick Too
ols in zipForm®
® Plus .......... ............................................ 2 Starting
g a transactionn file in zipForm
m® Plus......... ............................................ 3 Adding
g and completting contracts in zipForm® Pluus ......................................... 4 eSign: Sending for Signatures
S
........................ ............................................ 5 S
........................ ............................................ 6 eSign: Sending for Signatures
®
Storing
g files using zip
pVault ........................... ............................................ 7 zipVauult® Archiving and Storage.................... ............................................ 8 Tips: Pe
ersonalize Youur Communica
ation ............. ............................................ 9 Tips: Set up your acccount in zipForrm® Plus ....... .......................................... 10 www
w.zipLogix.ccom
Sign In: ww
ww.zipForm
mPlus.com
m
Paperle
ess Transactions
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Page 1
erence: Quick
®
Refe
Q
To
ools in zipForm
z
Plus
asy to understa
and buttons. Here
H
are some tools to get yo
ou started. Ho
over your mousse over a tool
The zzipForm® Quicck Tools are ea
to ma
agnify the tool and its descrip
ption in zipForrm® Plus.
Hom
me Page
Forms – Opens the forms editing. Shortcut
S
to open
ning and filling out a form without starting a new transactio
on file.
New – Start a new fiile to store formms and documents.
Clause
es– Save or manage
m
text (Cla
auses) so that the text (Clausees) can be inserrted into forms w
when appropriate. Legal
and brokerage mandate
ed text are com
mmonly added as
a clauses. Usee a clause by cl icking on a fielld inside a form
m, and then
clicking th
he Clauses buttton.
Lookup
p Manage
er
List Vie
ew
– Edit the teext that is used for the drop-doown Lookup Fieelds.
– Switch to viewing a lisst of the transacction files, docuuments, or conttacts (zipForm®
® Plus will reme
ember your
preferencce.
Form
ms Page
Fullscrreen – View the form full scrreen (removing the All Forms aand My Forms tabs, along with all zipForm®
® Plus
menus, ex
xcept the formss editor buttons))
– When in
i full screen mode, this button
n will return you
u to your regula
ar form view
Save – Click to save your changes (Tip:
(
the save button
b
is only bllue when you h
have unsaved cchanges. It will be gray if
all chang
ges have saved))
Send – Fax or email forms and/or documents
d
to any fax number or email addreess
Print
– Print this form,, or select formss to print
Apply
y template
Save as
a PDF
eSign
– Download
D
a cop
py of selected forms
f
from this file as a locked
d PDF documen
nt
– Click to prep
pare documentts to be sent forr signatures usinng zipLogix Dig
gital Ink® or Do
ocuSign®
Fast Fill
Paperle
ess Transactions
– Add a temp
plate (a saved packet
p
of forms)) to this file
– Click to see all of the forrm fields withinn the displayed form
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Page 2
ting a tra
Start
ansactio
on file in
n zipForrm® Plus
A sea
amless online transaction sttarts in zipForrm® Plus, you
ur central loca
ation for profeessional real e
estate files and
d contracts.
Sign in at www.zipformplus.com
m
e is a set of co
ontracts (zipFo
orm® forms, contracts
c
signned using zipLLogix Digital Ink®, and uploaded
The transaction file
Vault®) for a specific
s
client or property. Transaction
T
innformation, including Transsaction Partiess and Property
y
documents in zipV
Inform
mation, autom
matically flowss from form to
o form as each
h contract is ccompleted or uupdated withiin zipForm®.
1
2
Start a Transacttion
3
1. Click the N
New button on the
TRANSACTIONS page
2. Enter the prroperty addre
ess to name
the file
Tiip: You can la
ater search for files by
na
ame, address,, client’s name
e, and more
ussing the “Enterr Keyword(s)” ffield on your
Trransactions pa
age
3. Select the a
appropriate template
(forms packket) to start the file
Tiip: This templa
ate will add ke
ey required
fo
orms to the file. If you do nott see the
Teemplates optio
on, you do nott have any
teemplates availa
able. Create m
master
teemplates on the
e TEMPLATES page.
4. Click Sa
ave
4
Paperle
ess Transactions
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Page 3
ding and
Add
d compleeting con
ntracts in zipForm® Pluss
zipForm® Forms
5
6
8
5. Click a fo
orm name in the
All Forms tab to add it
6. Click a fo
orm to open it
and fill it o
out
7. Click and
d type to fill out
form field
ds
8. Click Savve
9. Send contracts to
participannts for signatures
using the eSign button.
Tip: Use the Ema
ail, Print,
Save as PDF
Co llaborate or S
ers
butttons to share fforms with othe
outsside of using e
eSign, or share
e
youur screen with a client using the
free
e zipConsult™
™ tool (the round
gre
een button at thhe top of the
pag
ge) at any time
e
9
7
Paperle
ess Transactions
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Page 4
eSign
n: Sending for Signatur
S
res
al Ink® makess it easy to creeate professionnal, accurate signing packetss
Complete eSign inttegration with zipLogix Digita
ny transaction file.
for an
1
4
5
2
3
Select D
Documents to Sign
ocuments with zipLogix
z
Digita
al Ink® create s a
Signing do
complete, verifiable
v
signed document which
w
cannot be
altered afte
er signing. With a fully integrated digital
signing exp
perience, it is easier
e
than evver to bring thee
security and convenience
e of digital signatures to the
ble.
closing tab
Paperle
ess Transactions
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1. Click eSign w
within the zipFForm® Plus
Transaction file, or when filling out a
zipForm® Pluus form.
2. (Optional) Ennter a name to
o identify this
packet of documents that iss being sent fo
or
signatures.
3. Click the che
eck box for do
ocuments and
forms to add them to the lisst of Documen
nts
to sign.
4. (Optional) Click Browse to
o add additional
PDF documennts from your ccomputer.
5. Click Next.
Page 5
gn: Send
eSig
ding for Signatures
Sele
ect Signers
6. Clickk to check the check box ne
ext to signers
7. Enterr required info
ormation for signers, such as
email address or role (what signature fields
pted to comple
ete)
they will be promp
8. Clickk Done
9. (Opttional) Click annd drag to cha
ange the
sign ing order. Dra
ag one signer on top of
e same time.
anotther to have the
em sign at the
10. (Opttional) Select ssigner options, such as the
automatic CC to a
automatically d
deliver signed
em once
contrracts via email from the syste
signiing is complete
e.
11. Clickk Next
6
7
8
11
1
10
0
9
15
Add Ta
asks
12. Signing tasks will allow
ecute the
signers to exe
contract. Clickk and drag an
n
icon to add a signature or
ed.
task, if neede
13. The signaturess will show a
preview of a sample
h
with sizing
g
signature, to help
the signature areas.
a
14. Review the tassks on all
documents on
n the Documen
nt
List.
15. Click Send
Paperle
ess Transactions
14
12
13
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Page 6
ing files using zipVault
®
Stori
z
zipVa
ault® makes it easy to store documents and files securelyy online withinn your zipForm® Plus accounnt. With docum
ment storage
and o
online file reten
ntion built seam
mlessly into zip
pForm® Plus, using
u
zipVault®
® means savinng time and m
money.
Addinng a documen
nt to zipVault®
® activates exte
ended storage for the file, w
with an expiration date that can be controlled, so agents
and b
brokerages can easily and securely
s
store files
f
online.
3
2
1
4
5
zipVault® Online Sto
orage
1. Click Ad
dd Document (1) to upload a file from your computer. A
As soon as thee first documennt is added, zipVault®
extended file storage is activated for the transactio
on.
2. The transaction file will be available
e on zipForm®
® Plus until it is deleted by yo
ou, or until the Expiration Da
ate (2)
(whichevver comes firstt). Click the ca
alendar button next to the exp
piration date to
o choose a different date.
3. Docume
ents can also be
b added using
g the Email to
o zipForm® orr Fax Covershheet features o
on the File Me nu (3).
4. Unsigne
ed forms can be
b preserved as part of the file for sharing or documentation using the Save as PDF (4) button,
and savving selected fo
orms to the file
e.
ed automatica
5. Signed forms sent usin
ng the e-Sign button,
b
or signe
ed on a tablett with TouchSig
gn®, are adde
ally to a
new Sig
gned Folder (5
5), once signinng is complete
ed by all partiees.
Documents store
ed online in zipForm® Plus using
u
zipVault®
® can be ema
ailed, faxed, inncluded in eSig
gn packets alo
ongside
orms, or shared
d online using the Collabora
ate button in zipForm® Plus.
fo
d you docume nts. Documentts can
Send documents in to zipVault®, or ask someonne else to send
mailed to a tra
ansaction as em
mail attachmennts using Emaiil to transactio
on, or can be faxed
be em
from any fax machiine by followin
ng the faxing instructions on the Fax coverr sheet. Both o
options
be found unde
er the advanced File Menu (3).
can b
Paperle
ess Transactions
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Page 7
Vault® Archivin
zipV
A
ng and Storage
S
age and archive stored onlin
ne transactionss using zipForm
m® Plus and zzipVault®. Youur
Mana
TRAN
NSACTIONS page
p
contains powerful toolss to sort files, track online sto
orage, and quickly
find the transaction you need.
ed or inactive to continue sto
oring that file online
o
without cluttering yourr list of
Markk a file as close
active
e transactions.
1
1. Click the property
p
photo
o to edit transa
action details
2
2. Change th
he transaction Status to Inacttive or Closed
d
3
3. Click Save
e
Inactiive and closed
d transactions will
w not appea
ar on your main TRANSACTI ONS page byy default. Search for Inactive
e, Closed, or
es by clicking the arrow on the search (Enter Keywords) field on the TRRANSACTION
NS page, and selecting to se
earch for
All file
Close
ed, Inactive, or All files.
5
3
7
1
6
2
4
Transsaction Storage
1. Click the Ico
on View/List View
V
Button (1) located nexxt to your sort o
options to change your view
wing preference
e for this
page and se
ee more details using List View. zipForm®
® will remembeer this preferennce until you cchange it again.
2. List view ma
akes it easy to see the Expira
ation Date (2) for all files, to
o know how lo
ong your files w
will be stored online.
3. Files can be
e exported (3) to download all or part of the
t file for offliine storage. Files stored offline can be imp
ported back
to zipForm®
® Plus when ne
eeded.
4. Files with the
e zipVault® iccon (4) contaiin documents stored
s
in zipVa
ault®.
5. Click the zip
pVault® product button (5) at the top of zipForm®
z
Pluss to sort by zip
pVault® transactions.
6. Click the File Name (6) to
o open the file
e and view or change the exxpiration date for a file.
7. Manage mo
ore than just acctive real estatte transactions. Search for Innactive, Closeed, or view Al l files using the
e transaction
search Filterr by Status (7) option.
Paperle
ess Transactions
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Page 8
s: Person
Tips
nalize Yo
our Com
mmunica
ation
pForm® Plus incclude your pho
otograph and email signaturre, which can be added thro
ough your profile, and a
Emaills sent from zip
prope
erty photo, wh
hich can be ad
dded to the file
e by clicking on
o the photo onn the property folder.
Y
Your Picture and
Signature
A personal proffile image
and email signa
ature can be
ad
dded through the About
M
Me section of th
he zipForm®
Plus Profile. Ente
er updates
and click Save..
Profile
e
Add Prope
erty Image
A property ima
age can be
added when ccreating or
modifying Transaction
Details.
Add Ph
hoto
Paperle
ess Transactions
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perty image
Click the prop
placeholder to
o open
TTransaction De
etails and
add a Photo from your
computer.
Page 9
: Set up your ac
Tips
ccount in
n zipForrm® Pluss
There
e are many wa
ays to customizze your new zipForm® Plus account.
a
Heree are some tipss and tricks to make your life
e easier.
Tip 1 : Save clauses and use
e them in te
ext fields
Comm
mon paragraph
hs, sentences or phrases ca
an be saved
and in serted into fo rm fields quicckly. Create a
and save
clausess by using thee Clauses buttton on the Tra
ansactions
page, and then inseert a clause ussing the Insertt Clause button
within a text field on
n a form.
Inse
ert Clause
To rea ch the Insert C
Clause button, click on a fo
orm field.
Click t he gray pencil button to op
pen the insert clause and
changee case buttons.
Tip 2:: Enable 15
5 minute Au
utosave
While you are workking in your fo
orms, zipForm
m®
Plus sa
aves your file automatically
a
every time yo
ou
move tto a different form,
f
add a fo
orm, remove a
form, e
email, print, or
o send for signatures.
Howevver, sometimess it helps to ha
ave just a little
e
more p
peace of mind
d.
Set Autosave from th
he Settings section of your
Profile to save files every
e
fifteen minutes
m
for
added security.
Profile
e
Au
utosave
Tip 3: Sort your form librariies
Orrganize
Use th e Libraries seection of your profile to organize, or
rearra nge the orderr of form libra
aries to reflect which library
y
appea
ars by default and the order for libraries in your form
librariees page.
Tip 4: Create a Template
T
Templa
ates are saved
d packets of fo
orms, contacts, and docum
ments
that yo
ou can use wh
hen starting yo
our transaction file through the
Apply Template option when crea
ating or editin
ng a zipForm®
®
Plus tra
ansaction file. Click TEMPLA
ATES and then click New to
create your own tem
mplate.
New
Creatin
ng a template
e is similar to creating
c
a Tra
ansaction. Na
ame
your te
emplate, add forms, and fill out key inforrmation, such as
your brokerage nam
me and address. Save yourr template and
d you
can use it on future transactions by
b using Apply Template.
Paperle
ess Transactions
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