zipForm ® Plus Advanced Training Using time-saving clauses, templates, and transaction tools in zipForm ® Plus Go Beyond

zipForm ® Plus Advanced: Training Outline 1.Clauses 1.Creating Clauses 2.Inserting Clauses into form fields 2.Time-saving templates 1.Creating a Template 2.Using (Applying) Templates in a Transaction 3.zipForm® Contacts 4.Online sharing and collaboration 5.Additional Tools Go Beyond

Save text to Clauses on the Transactions page to preserve brokerage or legal language for completing forms Go Beyond Click to open the Clause Manager

Clause Manager Go Beyond Click to open the Clause Click to add a Clause

Add a Clause Enter text that you would like to re-use to fill out contract fields in zipForm® Plus Go Beyond

Using Clauses Go Beyond

Templates are saved packets of forms that can help you start a transaction file. Edit or create templates within the Templates workspace Go Beyond

Add 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 Go Beyond

Using Templates Go Beyond

Saved contacts can also be used to fill out contracts, , fax, or send for signatures Go Beyond Add Contacts

Online 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. Go Beyond zipConsult®

Advanced: Menus Access advanced menus for zipForm® Plus o Transaction file (Transactions Page) o Inside the Transaction File o Advanced menus for Forms o Advanced menus for documents o More Quick Tools when editing forms Go Beyond

Transaction File Menu Go Beyond

Inside the Transaction File Go Beyond Send to relay®

Form Menus Go Beyond

More Quick Tools Go Beyond

Other Tools zipForm® Plus plugs in to the following add-on features: o zipLogix Digital Ink® for click-to-sign digital signatures o zipVault® for online storage, documents, folders and management o zipConsult® for free online meetings o relay® Transaction Management, to incorporate activities, notes, and client interaction with the online transaction file. Go Beyond

Thank You Additional information and resources: Go Beyond