Top zipForm Plus Tips
Every REALTOR Must Know
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®
Amy A. Ulloa
zipForm® Products Coordinator
CALIFORNIA ASSOCIATION OF REALTORS ®
zipForm Tip #1
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Customize your zipForm Plus
Profile
About Me
• Add your picture, update company information, and
save an email signature
Photo
Profile
Profile
Libraries
• Organize Libraries of forms – the first library is your
default library on the All Forms tab
Organize
Profile
Profile
Settings
• Select your eSign product, enable autosave, and
connect to outside services, such as Zapier
eSign
Profile
zipForm Tip #2
®
Smart Form Features
Smart Forms
Print, Email, or eSign a Specific Page
Select a specific page or pages of a
form when printing or sending that
form.
1.
Use the Print, Email, or eSign
buttons to send multiple forms
2.
Click the blue ▼ arrow
3.
Click the Page(s) you want to
send or print
The form will have a grey [-]
icon in the top right once one
or more page(s) are selected
4.
Send or print the forms
Select Page
Go Beyond
Smart Forms
RPAWS:
Purchase
Agreement
Financing
Structure
Worksheet
Smart Forms
Auto-fills data into the RPA-CA Form
Smart Forms
Type in comments in areas such as 3E of the RPA.
1
Smart Forms
Document will appear as PDF in the transaction.
2
3
4
Smart Forms
Form TOA appears at end of RPA-CA
5
6
Smart Forms
Mutually Exclusive Checkboxes
Smart Forms
Auto Add Addendum
zipForm Tip #3
®
Time saving tools
Shortcuts
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
Go Beyond
Shortcuts
Clauses
2
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.
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.
4
Click Insert
Go Beyond
5
zipForm Tip #4
®
Entities as clients using zipLogix Digital Ink
®
zipLogix Digital Ink®
Entities
1. Fill out RCSD
2. Fill out your RPA with the entities full name
zipLogix Digital Ink®
Entities
3. Click on “e-Sign” on the toolbar. In the Transaction Parties window, delete
the entity name and replace with the signer’s name.
4. Click on “Done”, then “Next”
5. Click “Send”, your e-Sign has been sent!