® Top zipForm Plus Tips Every REALTOR Must Know Amy A. Ulloa zipForm Products Coordinator CALIFORNIA ASSOCIATION OF REALTORS ® ® ®

zipForm Tip #1 Customize your zipForm Plus ® ®

About Me Add your picture, update company information, and save an signature Profile Photo

Libraries Organize Libraries of forms – the first library is your default library on the All Forms tab Profile Organize

Settings Select your eSign product, enable autosave, and connect to outside services, such as Zapier Profile eSign

zipForm Tip #2 Smart Form Features ®

Print, , or eSign a Specific Page Go Beyond Select a specific page or pages of a form when printing or sending that form. 1.Use the Print, , or eSign buttons to send multiple forms 2.Click the blue ▼ arrow 3.Click the Page(s) you want to send or print The form will have a grey [-] icon in the top right once one or more page(s) are selected 4.Send or print the forms Smart Forms Select Page

RPAWS : Purchase Agreement Financing Structure Worksheet Smart Forms

Auto-fills data into the RPA-CA Form Smart Forms

Type in comments in areas such as 3E of the RPA. Smart Forms 1

2 3 4 Document will appear as PDF in the transaction.

Form TOA appears at end of RPA-CA 5 6 Smart Forms

Mutually Exclusive Checkboxes Smart Forms

Auto Add Addendum Smart Forms

zipForm Tip #3 Time saving tools ®

Templates Save forms, contacts, and documents to be used as forms packets through the Apply Template option when creating or editing a zipForm® Plus transaction file. Click TEMPLATES and then click New to create a template. 1. Name and Save your template 2. Add forms, following the same steps as creating a new transaction 3. Fill out key information, such as your brokerage name and address 4. Save your template 5. Click TRANSACTIONS to use the template Go Beyond Shortcuts New TEMPLATES Name Save

Clauses Common paragraphs, sentences or phrases can be saved and inserted into form fields quickly. Create and save clauses using the Clauses button on the Transactions page. How to insert a clause: 1.Click on a form field 2.Click the gray pencil button 3.Click the Insert Clause button 4.Select the Clause by Category and Title 5.Click Insert Go Beyond Shortcuts

zipForm Tip #4 Entities as clients using zipLogix Digital Ink ® ®

Entities zipLogix Digital Ink® 1. Fill out RCSD 2. Fill out your RPA with the entities full name

Entities zipLogix Digital Ink® 3. Click on “e-Sign” on the toolbar. In the Transaction Parties window, delete the entity name and replace with the signer’s name. 4. Click on “Done”, then “Next” 5. Click “Send”, your e-Sign has been sent!