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Online Real Estate Transactions with zipForm®
Online Real Estate
Completing real estate contracts quickly and professionally
using zipForm® Plus, zipLogix Digital Ink®, and zipVault®
zipLogix Training
[email protected]
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The zipLogix Advantage
Seamless professional
workflow
Reduced data entry
Easy to use
Always accurate,
secure, and up to
date
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1
Online Real Estate Transactions with zipForm®
The Paperless Transaction
1
2
3
Complete
contracts quickly
and professionally
Get secure paperless
signatures using eSign
Continue working
with and storing
forms, documents,
and archives online
Together, these tools help you seamlessly meet your office and client
needs from anywhere, at any time.
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Completing Contracts
Online
Getting started using zipForm® Plus to complete contracts
online quickly and efficiently
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2
Online Real Estate Transactions with zipForm®
Getting Started: A New Client
Congratulations! You are on your way to present to a prospective client.
How do you make a great first impression?
 Professionalism – Electronic forms in zipForm®, complete with your information,
and your future client’s information can be prepared and ready in just minutes
 Accuracy – Enter information once, or import it from the MLS, and all of your forms
update automatically
 Expertise – You always have secure access – from your computer, smartphone* or
tablet* – to your files and real estate contracts
 Trust – Forms in zipForm® are provided by your association, brokerage, or MLS, are
always secure, and always update to the latest version
* With zipForm® Mobile
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Sign in
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ProTip: Use CTRL + D to
bookmark zipFormPlus.com
on your browser of choice
(CMD + D on an Apple
Computer)
1. Visit www.zipformplus.com
1. Visit www.zipformplus.com
2. Enter your username and password
2. Enter your username and password
o
If you do not have an account, you can sign up at www.ziplogix.com using the Order Now
button
o
Sign in from anywhere on any Apple (Mac) or Windows (PC) computer using Internet
Explorer (PC), Firefox, Safari (Mac), or Chrome browser
o
Add zipForm® Mobile to your account for access through any smartphone or tablet browser
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Online Real Estate Transactions with zipForm®
The TRANSACTIONS Page
Your active transaction files, with the forms, documents, and tools
to close the real estate sale.
Tools
Search
List View
Training
Transaction
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Getting Started in zipForm® Plus
Step 1
Start a
New File
Step 2
Complete
Contracts
Click and type in form fields to complete
contracts quickly and professionally.
Step 3
Save and
Send
Click Save to save changes online, then click
Send to email or fax, or eSign to send for signing
using zipLogix Digital Ink® or DocuSign®
Click the New button on the TRANSACTIONS
page, label the file, and add forms or
documents as needed.
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Online Real Estate Transactions with zipForm®
Getting Started in zipForm® Plus
Step 1
Start a
New File
Step 2
Complete
Contracts
Click and type in form fields to complete
contracts quickly and professionally.
Step 3
Save and
Send
Click Save to save changes online, then click
Send to email or fax, or eSign to send for signing
using zipLogix Digital Ink® or DocuSign®
Click the New button on the TRANSACTIONS
page, label the file, and add forms or
documents as needed.
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Start Your New File
Click the “New” button on your TRANSACTIONS page
This creates a virtual Transaction File that you can use to complete contracts for this
property and client.
1
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5
Online Real Estate Transactions with zipForm®
Name the File
The Name helps you find this file later
o
Search by file Name using the “Enter
Keywords” box on the TRANSACTIONS
page
• This also searches the property
address and client name in the
forms
o
The Name also prints in the lower righthand corner of the forms in this file
o
Client names or property addresses are
commonly used
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Select a Template (Optional)
Templates are saved packets of
forms, contacts, and documents
o
Templates are not required to start
a file, but they can save you time
by automatically adding forms,
contacts, and documents
3
o
Templates can be created by your
broker or office Admin in the Broker
Edition
o
Templates can be created by you
from the “TEMPLATES” page
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Online Real Estate Transactions with zipForm®
Click “Save”
This creates the new file
o
You now have a place to organize,
store, and update all of the real
estate contracts and other related
documents for your future client
4
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Documents - Adding Forms
Click once on a form in the “All Forms” tab to add it
o
TIP: Add the Cover_Sheet form to use as a shortcut for completing forms
5
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Online Real Estate Transactions with zipForm®
Summary
Your Transaction File
Use this file in order to update contracts, add to the transaction, share with anyone, and
manage file information for the property sale
File Information
Search
Form Libraries
Folders
Open and
edit forms
Approval
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Shortcuts
Saving and Storing Files Online
Use the Add Document button to add computer files, like PDFs
1.
Click Add
Document
2.
Browse for the file
on your computer
3.
1
Click OK
2
3
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Online Real Estate Transactions with zipForm®
Shortcuts
eMail or Fax in Documents
Use the eMail to Transaction or Fax Coversheet options in the file Menu to send an
email attachment or a fax to zipVault®
Menu
Fax
Email
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Shortcuts
Add Folders to Organize Files
Folders group together
related documents and
forms within a zipForm®
Transaction.
1.
Click Add Folder
2.
Enter a name for the
new folder
3.
Click OK
1
2
Click and drag forms or
documents from the
Documents List to the
folder in order to add
them to the folder.
3
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9
Online Real Estate Transactions with zipForm®
Shortcuts
Parties Tab
ProTip: Enter email addresses for
transaction contacts, so that
you won’t have to look them up
or type them in later when
sending documents.
The parties tab is an easy place to update and store information on the
transaction parties, or import information from your CONTACTS
Parties Tab
Add your client
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Shortcuts
Property Tab
Complete or update information about the property
MLS Connect
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Online Real Estate Transactions with zipForm®
Shortcuts
History Tab
Track updates, events, and communications automatically
Search
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The Transaction File
You now know how to:
 Start a transaction file on zipForm® Plus
• Use the Documents Tab to add forms and files
• Find forms in libraries using the All Forms tab
• Add Documents and Folders
 Add parties (contacts) using the Parties tab
 Update the Property Tab with Property information
• Import MLS Data using zipFormMLS-Connect®
 Audit files using the History tab
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Online Real Estate Transactions with zipForm®
Getting Started in zipForm® Plus
Step 1
Start a
New File
Step 2
Complete
Contracts
Click and type in form fields to complete
contracts quickly and professionally.
Step 3
Save and
Send
Click Save to save changes online, then click
Send to email or fax, or eSign to send for signing
using zipLogix Digital Ink® or DocuSign®
Click the New button on the TRANSACTIONS
page, label the file, and add forms or
documents as needed.
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Open a Form (Contract)
Click once on a form in the “Documents” tab to open and fill it out
6
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Online Real Estate Transactions with zipForm®
Click and Type to Fill Out Form Fields
7
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Summary
Editing zipForm® Contracts
Tools in zipForm® Plus help you quickly and professionally update real estate forms in any file
Form Libraries
Open and
edit forms
Add more forms
Enter text
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Online Real Estate Transactions with zipForm®
Shortcuts
Completing Basic Information
Enter or update basic file information using the Parties and Property tabs,
Transaction Info button, or the Cover_Sheet form
•
These locations contain the basic information for your file, including information about
you, your clients, service providers, and the property.
•
Updating information in any of these locations will automatically fill out the same
information in your forms
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Shortcuts
Transaction Information/Cover Sheet
Use the method you prefer to enter file information
MLS Connect
MLS Connect
Cover_Sheet
Form
Transaction
Information
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Online Real Estate Transactions with zipForm®
Shortcuts
Full Screen Button
View larger contracts to make it easier to complete form text
Full Screen
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Shortcuts
Fastfill Button
Strips away form language, leaving only the fields to fill out
Fastfill
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Online Real Estate Transactions with zipForm®
Shortcuts
Highlight Text
• Click and drag to select text, then click Highlight
• Double-click on highlighted text to remove highlighting
Highlight
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Shortcuts
zipFormMLS-Connect®
Import listing
information into forms
from a participating
MLS using the MLS
Connect button.
MLS Connect
Choose your MLS
Find the listing
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Import
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Online Real Estate Transactions with zipForm®
Shortcuts
Look Up Fields
•
Drop-down fields can be used to look up text
previously entered on other forms or transactions
for this type of field
•
Save time when entering information for common
fields, such as:
City, State, Zip Code
Your Agent and Broker information
o
o
•
Intellicopy in the look up fields provides the “best
guess” for the field at the top of the field’s dropdown, for example:
Seller’s address in the Property Address line
Brokerage information for the other side
o
o
•
Look Up Fields
Edit field information by clicking the Look Up
button on the Forms Tools (under “More”)
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Shortcuts
Automatically Formatted Fields
•
Date fields are automatically formatted
o Double-click to enter today’s date
o Click to select a date from the displayed calendar
•
Price fields are automatically formatted
o Commas and decimal points are entered automatically
o Click the gray calculator button to open the mortgage calculator tool from a
price field
•
Use the Space Bar on your keyboard to override the automatic
formatting
o Use ESC to bring back the automatic formatting
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17
Online Real Estate Transactions with zipForm®
Shortcuts
Attach a Photo to a Form
Attach Photo from the quick tools, or by right-clicking on a form
1.
Attach Photo
2.
3.
4.
Highlight
Click Attach Photo and browse
for the picture on your computer
Enter the photo’s Caption
Add more photos, as needed
Click and drag the [Photos #] tag
to position the reference on the
form (Positioning will change the
number on the tag relative to
other tags)
Attached Photo Tag
Browse
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Shortcuts
More (…) Tools
•
•
Attach Photo – Add a photo to the form
(the photo will be added as a new page at the end of the form)
•
•
Check Spelling – Spell check the form fields that you have completed.
Notes – Add an electronic sticky note.
•
•
•
N/A Fill – Enter “N/A” or text of your choosing in the blank text fields of this form.
Look Up – Edit the text remembered by the Look Up fields for your forms.
Undo/Redo – Undo or redo a change to a form field
•
Activate Intellicopy – Automatically copy the intellicopy fields through the form.
Note: Notes on forms do not print, but they can be included when emailing the form(s).
(CTRL + Z on a PC or Command + Z on a Mac will also work)
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Online Real Estate Transactions with zipForm®
Completing Real Estate Forms
You now know how to:
 Save time with Transaction Information or The Cover Sheet form
• Basic information for the transaction
• Similar to the Parties and Property tabs
 Fill out forms using tools and shortcuts
• View the form larger using Full Screen view
• Use editing tools, such as Fast Fill and Highlight
• Use Look Up Fields to look up text typed previously in other forms
• Automatically formatted date, price, and number fields
• Use additional Quick Tools
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Getting Started in zipForm® Plus
Step 1
Start a
New File
Step 2
Complete
Contracts
Click and type in form fields to complete
contracts quickly and professionally.
Step 3
Save and
Send
Click Save to save changes online, then click
Send to email or fax, or eSign to send for signing
using zipLogix Digital Ink® or DocuSign®
Click the New button on the TRANSACTIONS
page, label the file, and add forms or
documents as needed.
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Online Real Estate Transactions with zipForm®
Save Changes
Changes are also saved when you add forms, switch forms, or use Fastfill
8
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Send (eMail, Fax, or eSign)
Send and share directly from the forms page, or send from the
Documents tab inside the file.
9
9
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Online Real Estate Transactions with zipForm®
Share Your Screen
Use zipConsult to meet face-to-face online to review contracts
with clients as you fill them out or before clients sign
zipConsult
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Collaborate Online
• Share contracts and let others fill in contract information as
needed – you are always in control
1
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Online Real Estate Transactions with zipForm®
Collaborate Online
5
3
2
4
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Summary
Saving and Sharing
Save forms online, then share forms with anyone using the email and fax options, Collaborate
button, or zipConsult screen sharing, and use the eSign option for paperless signatures
Share your screen
eSign
Email or Fax
Share Online
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Online Real Estate Transactions with zipForm®
Shortcuts
Save as PDF
Save to your computer or to the file to preserve a copy of the unsigned
form at this point in time.
Save as PDF
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Saving and Sharing Forms
You now know how to:
 Save forms using the Save button
• Files also saved when adding a form or navigating to a new form
• Enable automatic saving through the profile
 eMail or Fax using the Send button
 Save as PDF
• Save to a computer
• Save as PDF within the file (zipVault®)
 Review files online using zipConsult™
 Share documents or forms online using the Collaboration tool
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Online Real Estate Transactions with zipForm®
Getting Started in zipForm® Plus
Step 1
Start a
New File
Step 2
Complete
Contracts
Click and type in form fields to complete
contracts quickly and professionally.
Step 3
Save and
Send
Click Save to save changes online, then click
Send to email or fax, or eSign to send for signing
using zipLogix Digital Ink® or DocuSign®
Click the New button on the TRANSACTIONS
page, label the file, and add forms or
documents as needed.
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eSign with
zipLogix Digital Ink®
Send files for secure click-to-sign online signatures directly from
zipForm® Plus
zipLogix Training
[email protected]
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Online Real Estate Transactions with zipForm®
Signing Contracts Paperlessly
Congratulations! Your client is ready to execute the contract.
How do you make signing easy for you and your client?
 Professionalism – Use the eSign button so that signers can click to sign from any
computer or tablet, without waiting for couriers or driving long distances
 Accuracy – Signature areas are “pre-tagged” (marked for you) by zipForm® Plus
according to the signer’s role when you use the eSign button to send for signatures
 Expertise – Your expertise travels with the contracts, since you are always in control
of who is signing, where they sign or initial, and what they fill out
 Trust – Contracts are secured with Digital Signatures, ensuring signature and contract
authenticity can be confirmed each time the PDF is opened
* With zipForm® Mobile
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zipLogix Digital Ink®
Secure Digital Signatures
•
•
•
Confirms signatures are valid each time the PDF opens
Prevents tampering with the final contract
Visible through the free Adobe Acrobat Reader and compatible viewers
Note: Some PDF preview programs will not show the signatures because they do not have the ability to confirm
the validity. If this happens, visit www.adobe.com/reader to download and install the free Acrobat PDF viewer.
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Online Real Estate Transactions with zipForm®
Sending for Signatures
Step 1
Select forms
to send
Click the eSign button inside a zipForm® Plus
transaction file, and select the contracts,
signers, and add locations to be signed.
Step 2
Click to Sign
Signers receive an email immediately with
signing instructions. They can create their own
signature and click to sign.
Step 3
Check Status
to track
signing
The signing packet continues automatically to
each signer until all parties have signed. See
the history or make changes using eSign >
Check Status within the zipForm® Plus file.
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Sending for Signatures
Step 1
Select forms
to send
Click the eSign button inside a zipForm® Plus
transaction file, and select the contracts,
signers, and add locations to be signed.
Step 2
Click to Sign
Signers receive an email immediately with
signing instructions. They can create their own
signature and click to sign.
Step 3
Check Status
to track
signing
The signing packet continues automatically to
each signer until all parties have signed. See
the history or make changes using eSign >
Check Status within the zipForm® Plus file.
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Online Real Estate Transactions with zipForm®
Select Forms to Sign
1.
Click the eSign button within the zipForm® Plus Transaction file, or
when filling out a zipForm® Plus form.
1
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Select Forms to Sign
2.
Enter a name to
identify this
packet of
documents in
the Check
Status list
(Optional)
3.
Click the Check
Box to select
forms and add
them to the list
of Documents
to sign
2
3
Tip: Use the blue ▼ arrow to
select a specific page or
pages to send.
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Online Real Estate Transactions with zipForm®
Select Forms to Sign
4.
5.
Use the
Browse
button to
add PDF
documents
to this
packet from
your
computer
(Optional)
4
5
Click Next
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Select Signers
6. Click to check
the check box to
select signers
7. Enter required
information for
signers, such as
email address or
role (their role
determines what
signature fields
they will be
prompted to
complete)
6
7
8
8. Click Done
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Online Real Estate Transactions with zipForm®
Select Signers
11
10
9
9. Click and drag to change the signing order. Drag one signer on top of another to
have them sign at the same time. (Optional)
10. Select signer options, such as CC to automatically email signed contracts as PDF
attachments from the system once signing is complete. (Optional)
11. Click Next
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Add Tasks
12. Signing tasks allow
signers to execute
the contract. Click
and drag an icon
to add a signature
or task, if needed.
13. You will see a
sample signature
preview, to help
with sizing
signature areas.
15
14
12
14. Review tasks on all
documents on the
Document List.
13
15. Click Send
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Online Real Estate Transactions with zipForm®
Send Now
Customize
the message
for all signers
(Optional),
and then
click Send
Now to send
the email
invitation to
start signing.
Send Now
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Documents Sent for Signatures
Your set of documents has been sent to the first signer(s) for their signatures, and
you will see a summary of the packet you sent. Click Close to return to zipForm®.
Cancel
Modify
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Online Real Estate Transactions with zipForm®
Sending for Signatures
Step 1
Select forms
to send
Click the eSign button inside a zipForm® Plus
transaction file, and select the contracts,
signers, and add locations to be signed.
Step 2
Click to Sign
Signers receive an email immediately with
signing instructions. They can create their own
signature and click to sign.
Step 3
Check Status
to track
signing
The signing packet continues automatically to
each signer until all parties have signed. See
the history or make changes using eSign >
Check Status within the zipForm® Plus file.
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Signing Contracts
Start Signing
The email to start signing is automatically sent to the first signer.
Signer’s Name
Click to start signing
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Online Real Estate Transactions with zipForm®
Signing Contracts
Legal consent
1.
2.
Read and accept the E-Sign Legal Consent
Click Next
1
2
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Signing Contracts
Create Your Signature
3.
Select your
Signing
Password
4.
Select a
signature font
OR
Draw your own
signature
5.
3
4
Click On to
View/Sign
5
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Online Real Estate Transactions with zipForm®
Signing Contracts
Option: Choose a Signature Font
Select the desired signature font (style) from the displayed options. This selection
will represent your signature on the documents you are signing. When finished, click
On to View/Sign.
Signature Font
On to View/Sign
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Signing Contracts
Option: Draw Your Own Signature
Click the toggle button to choose to draw your own signature. You can draw using
a mouse, touchpad, tablet, phone, or stylus.
Draw Signature
On to View/Sign
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Online Real Estate Transactions with zipForm®
Signing Contracts
Ready to Review and Sign
6.
Click Let me review to read the contract and click to sign as prompted
Confident in the contract’s contents? Click Go! to scroll automatically to signature locations
6
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Signing Contracts
Click to Sign and Initial
Progress
Signed
7
Previous
Next
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34
Online Real Estate Transactions with zipForm®
Signing Contracts
Optional Fields
Fields that are optional, such as check boxes, or optional signatures, will be
highlighted with blue instead of yellow, and will have the Optional tag. Read the
contract carefully before making your selection – you may be asked to select only
one optional field out of many.
Optional
Check Box
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Signing Contracts
Finished Signing
8.
Click Finish to complete the signing process when prompted
Not yet ready to commit to these contracts? Click Stay Here to continue to review the contracts.
Review
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Online Real Estate Transactions with zipForm®
Signing Contracts
Signing Complete
Congratulations! Signing is complete. Click Review to see a copy of the signed
documents, complete with time and date stamps and digitally signed seals.
Review
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Signing Contracts
Review Signed Contracts
When reviewing the signed documents, you can download or print the
contracts at any time.
Download or Print
Signature
Automatic Date
Initials
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Online Real Estate Transactions with zipForm®
Signing Contracts
Thank you for Signing eMail
When you have finished
signing, you will receive
an automatic email
which lists the contract(s)
that you have signed
and provides a link to
view or download the
contract(s).
Contract Name
View Signed Contract(s)
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CC List Email
Signers or outside
parties added to the
CC List receive an
email with signed
documents attached
as PDFs, once all
signing is completed.
Signed Contract(s)
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Online Real Estate Transactions with zipForm®
Sending for Signatures
Step 1
Select forms
to send
Click the eSign button inside a zipForm® Plus
transaction file, and select the contracts,
signers, and add locations to be signed.
Step 2
Click to Sign
Signers receive an email immediately with
signing instructions. They can create their own
signature and click to sign.
Step 3
Check Status
to track
signing
The signing packet continues automatically to
each signer until all parties have signed. See
the history or make changes using eSign >
Check Status within the zipForm® Plus file.
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Transactions with Signed Contracts
1.
2.
Click to sort for transactions with documents sent using zipLogix Digital Ink®
Click the transaction name to open a file
1
2
This file has documents sent
to zipLogix Digital Ink®
Contains Documents Sent for Signatures
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Online Real Estate Transactions with zipForm®
Signed Contracts Stored in zipVault®
•
•
The folder of signed contracts is appears once signing is complete
A new notification with direct link to the documents appears
Notification
Folder
Signed PDF
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Check Status
Review signature
progress, make
changes, or cancel the
signature packet.
1.
Click eSign
2.
Click Check Status
3.
Click the Check Status
button next to the eSign
submission
1
2
3
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Online Real Estate Transactions with zipForm®
zipLogix Digital Ink® Status
Cancel
Modify
History
Check Status: Downloading or checking the status
is available for 30 days
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E-Mail Signing Link
Edit E-Mail
E-Mail
Include link
Send
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40
Online Real Estate Transactions with zipForm®
eSignatures
You now know how to:
 Send forms to be signed using the eSign button
• Connect with zipLogix Digital Ink® or DocuSign®
 Select documents to send for signatures
 Select signers
 Review signature areas on the form and send for signatures
 View signed documents
• Folder within zipForm® Plus once all signing is complete
• Check Status to view signature status in progress, email signers, and
make small edits if needed.
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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®
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41
Online Real Estate Transactions with zipForm®
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.
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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.
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42
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.
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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
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Online Real Estate Transactions with zipForm®
Update Storage Settings
Change the Transaction Status or storage Expiration Date for a
file as the file progresses
Expiration Date
Transaction Status
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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.
Menu
Export
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Import
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Online Real Estate Transactions with zipForm®
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
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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®
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45
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.
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Profile
About Me
• Add your picture, update company information, and save an
email signature
Photo
Profile
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46
Online Real Estate Transactions with zipForm®
Profile
Libraries
• Organize Libraries of forms – the first library is your default
library on the All Forms tab
Organize
Profile
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Profile
Settings
• Select your eSign product, enable autosave, and connect to
outside services, such as Zapier
eSign
Profile
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47
Online Real Estate Transactions with zipForm®
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
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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
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48
Online Real Estate Transactions with zipForm®
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
4
5
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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
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Name
Save
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49
Online Real Estate Transactions with zipForm®
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
1
2
Forms, documents, folders, and other
saved transaction information are
automatically applied to the file
3
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Contacts
Add or save contacts to create an address book for all of your
zipForm® Plus transactions
Contacts
Add New
Search
Click to Edit
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50
Online Real Estate Transactions with zipForm®
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.
1.
Click on the Transaction Menu
2.
Click Copy
Transaction Menu
Copy
New Name
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
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Beyond
Copy
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)
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Transaction Menu
Partners
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51
Online Real Estate Transactions with zipForm®
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
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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.
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52
Online Real Estate Transactions with zipForm®
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)
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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
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53
Online Real Estate Transactions with zipForm®
zipForm® Broker Team
File and Document Approval
Approve File
Approve
Documents
Open or
edit forms
Approval
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zipForm® Broker Team
Document Approval Email
Approved By
Approved Document(s)
Comments
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54
Online Real Estate Transactions with zipForm®
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.
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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
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55
Online Real Estate Transactions with zipForm®
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
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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
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56
Online Real Estate Transactions with zipForm®
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
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Go Beyond
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
-
-
Online Support, FAQs, and
Knowledge Base:
http://support.zipLogix.com
www.ziplogix.com
www.zipLogix.com
24 hours Monday - Friday
10 am to 10 pm Eastern Time Saturday and
Sunday
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57
Online Real Estate Transactions with zipForm®
Thank You
Additional information and resources:
www.ziplogix.com
www.ziplogix.com
www.zipLogix.com
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58