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Zipforms Tutorials
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03:05
Establishing Profile Settings in zipForm® Plus
Establishing your default Profile settings in zipForm® Plus should be your first order of business. See how easy it is to add a cell phone number to assist with password reset, set up your email signature, select your e-signing service, and much more. Access the PDF how-to guide for Establishing Profile Settings in zipForm® Plus at: https://ziplogix.com/wp-content/uploads/2019/01/Establishing-Profile-Settings-Guide-01-08-19.pdf
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06:00
Creating a New Transaction in zipForm® Plus
Learn the simple steps to creating a new transaction within zipForm® Plus, and get your deal closed fast! Access the PDF how-to guide for Creating a New Transaction in zipForm® Plus at: https://ziplogix.com/wp-content/uploads/2019/03/Creating-a-New-Transaction-in-zipForm%C2%AE-Plus.pdf
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Play Video
11:50
Creating a Template (Transactions - zipForm Edition)
Learn how to effectively create a Template and apply it to a Transaction in Transactions (zipForm Edition) in this short video. Learn more by signing up for one of our webinars at the link below: https://www.lwolf.com/services/training Background music: Unicorn Heads - "Nine Lives" https://www.youtube.com/watch?v=Zt8yV4xesjw
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Play Video
26:48
E-Signing with zipLogix Digital Ink®
Using zipLogix Digital Ink® as your e-signing solution, learn how to get those contracts and forms electronically signed to close the deal!
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Play Video
06:59
OfferPlace™ for Transactions (zipForm Edition)
Seamlessly and securely send and receive property offers within Transactions (zipForm Edition).
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Play Video
05:17
zipForm® Plus Clause Manager
Wish to save time entering lengthy form information? You may want to look at the zipForm® Plus Clause Manager. Clauses are saved text, including legal and brokerage language, which can be inserted directly into your forms at any time. Watch this short video to see how!
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Play Video
02:30
Understanding Notifications within zipForm® Plus
Learn all about notification functionality within zipForm® Plus with this short video! Access the PDF how-to guide for Understanding Notifications within zipForm® Plus at: https://ziplogix.com/wp-content/uploads/2019/03/Understanding-Notifications-inside-of-zipForm%C2%AE-Plus.pdf
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Play Video
03:14
Filter, Search, and Sort in zipForm® Plus
Need to locate a specific type of transaction within zipForm® Plus? Learn how to filter, search, and sort your transactions in this short tutorial! Access the PDF how-to guide for Filter, Search, and Sort at: https://ziplogix.com/wp-content/uploads/2019/03/Filter-Search-and-Sort-with-zipForm%C2%AE-Plus.pdf
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Play Video
02:43
Converting a Document to PDF
Access the support article for this video: https://www.ziplogix.com/knowledge-base/convert-flatten-pdf/
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Play Video
04:42
Welcome to zipFormMLS-Connect®
***Please Note: The zipFormMLS-Connect® feature is not available with all MLS's. Please call 586.840.0140 to determine if your MLS offers zipFormMLS-Connect®*** Allow zipFormMLS-Connect® to assist with data entry. Let the system retrieve listing information and place it directly into your forms. This quick training will walk you through the steps.
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Play Video
01:48
zipForm® Plus - Set Transaction Landing Page Default
Are you a loyal, longtime zipForm® Plus user who prefers to land on the Transaction List page upon signing in to your account? This quick training will walk you through the simple steps of setting that default.
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Play Video
04:16
zipForm® Plus Email to Transaction
Need to send or receive email correspondences that require attached files? Word, Excel, PDF & JPEG are just a few file types that can be sent directly to your zipForm® Plus transactions. Learn how to use Email to Transaction in this short video.
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