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zipFormzipForm®® Plus Plus Advanced Advanced TrainingTraining

Using time-saving clauses, templates, and transaction tools in zipForm® Plus

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zipFormzipForm®® Plus Advanced: Plus Advanced: Training OutlineTraining Outline

1. Clauses1. Creating Clauses2. Inserting Clauses into form fields

2. Time-saving templates1. Creating a Template2. Using (Applying) Templates in a Transaction

3. zipForm® Contacts4. Online sharing and collaboration5. Additional Tools

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ClausesClauses• Save text to Clauses on the Transactions page to preserve

brokerage or legal language for completing forms

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Click to open the Clause ManagerClick to open the Clause Manager

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Clause ManagerClause Manager

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Click to open the Clause

Click to open the Clause

Click to add a Clause

Click to add a Clause

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Add a ClauseAdd a Clause• Enter text that you would like to re-use to fill out

contract fields in zipForm® Plus

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Using ClausesUsing Clauses

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TemplatesTemplates• Templates are saved packets of forms that can help you

start a transaction file. • Edit or create templates within the Templates workspace

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Add a TemplateAdd a Template• Creating a template is very similar to creating a

transaction file• Click the New Template button• Add and complete forms• Click Save, and return to your Transactions page

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Using TemplatesUsing Templates

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ContactsContacts• Saved contacts can also be used to fill out

contracts, email, fax, or send for signatures

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Add ContactsAdd Contacts

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Online SharingOnline Sharing

• Share documents and files online using the “share” button in zipForm®

• Share your webcam or computer screen by using the green zipConsult® icon in the upper left corner of your computer.

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zipConsult®zipConsult®

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Advanced: MenusAdvanced: Menus

• Access advanced menus for zipForm® Pluso Transaction file (Transactions Page)o Inside the Transaction Fileo Advanced menus for Formso Advanced menus for documentso More Quick Tools when editing forms

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Transaction File MenuTransaction File Menu

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Inside the Transaction Inside the Transaction FileFile

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Send to relay® Send to relay®

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Form MenusForm Menus

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More Quick ToolsMore Quick Tools

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Other ToolsOther Tools

• zipForm® Plus plugs in to the following add-on features:o zipLogix Digital Ink® for click-to-sign digital signatureso zipVault® for online storage, documents, folders and managemento zipConsult® for free online meetingso relay® Transaction Management, to incorporate activities, notes, and

client interaction with the online transaction file.

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Thank YouThank You

Additional information and resources:

www.ziplogix.com/zipformplus

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