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www.ziplogix.com Broker Guide | Page 1
Table of Contents Welcome ............................................................................................................................................................. 3
Office List ......................................................................................................................................................... 4
Add New ..................................................................................................................................................... 4
Search ......................................................................................................................................................... 4
Menu ........................................................................................................................................................... 4
Office .......................................................................................................................................................... 4
Office Menu ..................................................................................................................................................... 4
Adding Offices .................................................................................................................................................. 5
Users – The Agent List ..................................................................................................................................... 6
User Roles ........................................................................................................................................................ 6
User (Agent) Menu ............................................................................................................................................. 7
Adding Users .................................................................................................................................................... 8
Add a User ................................................................................................................................................... 8
Set zipForm® Password e-mail .............................................................................................................................. 9
Finding Users .................................................................................................................................................. 10
Reassigning Transactions ................................................................................................................................... 10
Moving an Agent to a New Office ...................................................................................................................... 11
Change an Agent’s Office ............................................................................................................................. 11
Managing Passwords ....................................................................................................................................... 11
Deleting Users ................................................................................................................................................. 12
Templates .................................................................................................................................................. 13
New .......................................................................................................................................................... 13
Open and Edit ............................................................................................................................................. 13
Search ....................................................................................................................................................... 13
Global, Office, and Agent Status Templates .......................................................................................................... 13
Global (Broker) Template ............................................................................................................................... 13
Location (Office) Template .............................................................................................................................. 13
Individual (Agent) Template ............................................................................................................................ 13
Adding Templates ............................................................................................................................................ 14
Create a Template ........................................................................................................................................ 14
Clauses ..................................................................................................................................................... 15
Global, Office, and Agent Clauses ..................................................................................................................... 15
Global (Broker) ............................................................................................................................................ 15
Office (Location) ........................................................................................................................................... 15
www.ziplogix.com Broker Guide | Page 2
My Clauses (Agent/Personal) ......................................................................................................................... 15
Creating and Managing Clauses Using the Clause Editor ........................................................................................ 16
Add a Clause ............................................................................................................................................. 16
Using Clauses ................................................................................................................................................. 16
Insert Clause ............................................................................................................................................... 16
Sharing Contracts and Documents Online ................................................................................................................. 17
Reports ...................................................................................................................................................... 19
Running Reports ............................................................................................................................................... 19
Run a report ............................................................................................................................................... 19
Managing Files ................................................................................................................................................... 20
Online Storage Options .................................................................................................................................... 20
zipForm® Plus Storage .................................................................................................................................. 20
zipVault® ................................................................................................................................................... 20
relay® ....................................................................................................................................................... 20
File and Document Approval ......................................................................................................................... 21
Archiving Files ................................................................................................................................................. 22
Exporting files .................................................................................................................................................. 23
Importing Files ................................................................................................................................................. 23
Product Requirements ............................................................................................................................................ 24
Minimum System Requirements: ........................................................................................................................... 24
Recommended System Requirements .................................................................................................................... 24
Guidelines for Uploading Files ............................................................................................................................ 24
zipVault® ................................................................................................................................................... 24
Images (Property Photos, Agent Photos, and Contact Photos) ................................................................................. 24
Product Support Information .................................................................................................................................... 25
Help Desk: ..................................................................................................................................................... 25
Website: ........................................................................................................................................................ 25
Sales: ............................................................................................................................................................ 25
Mailing Address: ............................................................................................................................................. 25
Office Location: ............................................................................................................................................... 25
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