Three "Must Knows" When Using zipForm®

Sometimes we don’t take the time to read directions. Like when it’s Christmas Eve and that bicycle simply has to get put together before dawn. So, you do the best you can…and maybe it only pedals in reverse the next morning…but “Hey, it’s done!”

At other times, we shouldn’t take shortcuts, like when using zipForm®. Yes, an office buddy could give you a quick walk-through on how it works, but that could be shorting yourself and your clients if you don’t learn all there is to know. For instance, are you familiar with these three “must knows” when using zipForm®?

Templates
Templates are time-saving tools that you can use to quickly create transactions with commonly used forms and information. Add a template to a transaction by clicking the “Apply Template” button as you create and name your transaction. You can also apply a template within your transaction to add your saved documents and text to the existing transaction. Common templates created by agents or offices include Listing and Sales Packets.

View Saving Time With Templates (video).

MLS-Connect
Another time-saving tool is zipForm MLS-Connect. You can import data from an active listing that has been listed on MLS, right onto your forms in zipForm. This data includes information such as property address, school information, square footage, etc.

Flexmls users will need to establish a special RETS password to use zipForm MLS-Connect. Simply log into your Flexmls account, click on the “Preferences” tab, then click on “My Profile”. From the “My Profile” page click on RETS Settings. You can create your RETS password here. Once you have established your RETS password, you can immediately use zipForm MLS-Connect.

When you have a document open in zipForm, simply click the MLS-Connect button, fill out the information in Steps 1 and 2 (be sure to use your RETS password in Step 1), click “Find”, then click “Import” to get the data onto your forms. As you add additional forms to your transaction, those forms will be populated with this data as well.

Read How to Use MLS-Connect (step-by-step).

Emailing Documents from zipForm® Directly Into Your AAR eSign Account
You can now email your documents directly from zipForm into your AAR eSign account using the new eMail2eSign feature. This function is not compatible with Yahoo and AOL email addresses as these email servers are known to filter out important notifications and messages. Also note, the email address in your zipForm account profile must match the email address you use for AAR eSign.

  1. Log into your zipForm account
  2. Open your transaction
  3. Select the Email and/or Send button
  4. Choose the documents(s) to send
  5. Under the Send to Recipients box type docs@email2esign.com
  6. Type the email subject, which will also become the eSign session title (you can later edit the session title)
  7. Select Send as Separate PDF Files
  8. Send the message
  9. Login to your eSign account at https://aar.esignonline.net
  10. Click on the Blue and White Arrow under the “Actions” tab. This will take you to Step 1 of the eSign session. Your documents will be in Step 3.

You can also check your email for a confirmation message. This message will include a link that says “Continue Session”. Click on the link and your internet browser will open and take you to Step 1 of your eSign session. Your documents will be in Step 3.

View eMail 2 eSign (video).

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