When you use WINForms Online, there is now a faster
way to e-mail C.A.R forms to your clients. There is no need to export forms
in order to e-mail out of your personal account. You can e-mail forms
directly from WINForms Online®.
Step 1: Log into WINForms
Online®
account
In the Transaction/Template screen, open selected transaction to be
e-mailed.
Step 2: Open the transaction to be e-mailed
Once
selected transaction is opened, click on
Envelope icon in the Toolbar
Step 3: Provide e-mail address of your recipient
Also provide Subject Title and message
under Additional Comments.
A great benefit when sending an e-mail directly from WINForms
Online® is the Carbon Copy field. Your e-mail address is
automatically carbon copied (CC) when sending the e-mail. Since you do not
have an automatic record of what you've sent, the CC option enables you to
get copy of what you've e-mailed out to your clients.
Step 4: PDF and ZFX attachment features.
There are two E-mail format types:
Method 1: PDF (Portable Document Format). It means it is an Adobe Acrobat file format. This format will give you the option to send individual pages. This is a READ-ONLY format. The recipient will not be able to edit this document.
Method 2: ZFX (WINForms® Format). This format will allow the recipient to open the transaction in the WINForms® application. This is in a READ and WRITE format. It can be edited by the recipient.
If you prefer to lock this e-mail, uncheck Convert to PDF field and assign a password to this e-mail. If the transaction is locked using a password, the user will need the password to unlock the transaction and edit it.
Once the user has received the e-mail with the
locked transaction; the attachment
will need to be saved to the user's computer. Next, the transaction will
need to be imported into WINForms Online®. Once the transaction is
imported, the user can open it. Finally, the transaction can be
unlocked.
Step 5: Select All and De-Select All
option.
You can choose which forms you would like to email. Remove the checks
next to the each form you do NOT want to e-mail by hitting De-Select
All. You can also choose to send individual pages by selecting the
"plus" symbol to expand the forms.
Step 6: Select E-mail button to
send. When you are ready to send, simply click on
E-mail button. Once this message is received, you'll know your e-mail has
been successfully sent. Click OK to continue using your WINForms
Online® account.
To view a training movie on how to e-mail in WINForms Online®, visit
http://support.winforms.com/wfo/online_videos.asp
54 New How-to
Training
Movies
We've
recently added 54 new training movies to the collection of short video
tutorials! Take advantage of the free training by visiting
http://support.winforms.com/
, choose the product (Desktop, Online or OnlinePlus)
you'd like to learn more about from the drop-down list. Then click on
the movie title for the function you want to see.
We realize that you work nights and weekends when assistance
isn't always readily available for the software. That is why we've created
a one-stop resource for quick and visual questions and answers. C.A.R.
members looking for tips and tricks for using their WINForms® electronic
forms software now have online videos to choose from on a variety of
topics.
If you'd like to learn more about contact and document
management inside of WINForms Online®, take a look at our new movie
featuring WINForms Online®Plus
http://www.winforms.com/online/onlineplus.html
Changing Your Company Information or Email
Address
It's easy to change your company information listed at the bottom of your WINForms® Desktop and WINForms Online®. For WINForms® Desktop, you'll first need to find your redemption code. To do this, go to "HELP" in the WINForms® toolbar, then "About". Your redemption code is on the bottom left. Close your Desktop software and visit www.winforms.com. Next, click the "Change Company Info/Email" link on the top right of the homepage. This will provide you with an update to install.
For WINForms Online®, simply click the Administration link at the top. Then click on Location Manager. You will see your old company listed at the bottom of the page. On the "Select Action" menu to the right, highlight Edit. Make the necessary changes and hit Save. Any new transactions you create will reflect your new company information.
WINForms® Online Training for
D.R.E Credit
Your can now receive 3 hours of Consumer Service credit towards your
Department of Real Estate continuing education requirement by taking a live
C.A.R.-sponsored WINForms Online® class. C.A.R. staff teach the class and
provide certificates, along with a WINForms® All-In-One Manual. Contact
your Local Association to request that this class be held in your area.
Minimum attendance of 30 students is required. For more information,
contact Jenny Cox at 213-739-8213 or email jennyc@car.org. This course is
available in live-lecture format only.
WINForms® Certified Trainer
Programs
The WINForms® department is offering a one-day course
for WINForms® Certified Training
that includes instruction for both the Desktop version and the Online
version.
This program is designed for anyone who wants to be an instructor of
WINForms®, C.A.R.'s most popular member benefit. Couse features will give
you working knowledge of the software and insight to the training skills
that are vital to teaching others. Along with account access, your name
will be advertised at
www.winforms.com/certificate
as a WINForms® Certified Trainer.
To register or for more information, visit the website
www.winforms.com/certificate
or call Fatima Sogueco at (213)739-8315. The cost is
$199.
Below is a current list of Associations that have been certified to teach WINForms®. If you do not see your Association listed, please contact them and ask when they expect to make training available in your area. In order to ensure that you or your office is receiving the best, most up-to-date WINForms® information, please remember to use only Certified WINForms® Instructors. The following is a list of Associations, which are staffed with certified WINForms® trainers.
|
Bay
East Phone: 925-730-4060 E-Mail: triciat@realtorassociation.com Beverly Hills/ LA Phone: 310-967-8800 Ext 208 and 214 E-Mail: michelle @bhbr.com / ann@bhbr.com Burbank Phone: 818-845-7643 E-Mail: baor@aol.com Central Valley Phone: 209-858-1700 E-Mail: jim@cvar.org
Citrus
Valley
East
Valley
Fresno
Mariposa
County
Monterey
County |
North
San Diego
County
Pasadena-Foothills
Sacramento
San
Diego
Tahoe
Sierra
Tulare
County |
For a list of all Certified trainers, enter the
following URL on your Internet browser Address: http://www.winforms.com/certificate/
What's
New!
WINForms® 2008 Desk
Calendar
A must have desk reference, the
calendar features a useful How-To tip for each month. $4.95
WINForms® Companion Tools
WINForms® Interactive Training
CD
A complete training tool to help you learn the timesaving
functions of WINForms® Software - from basic to advanced tips and
tricks. $19.95
Learn more about WINForms® products and support at www.winforms.com
WINForms® All-In-One User
Manual
This manual provides easy-to-follow
instructions and pictured tutorials on topics such as creating new
transactions, storing forms and a host of other program feature-related
subjects; a pure necessity.
WINForms® Multi-User
Versions
Office/Multi-user versions of the
WINForms® are available to offices whose computer systems
function in a multi-user environment respectively, giving several
agents access to the same computer. Customized CDs may be developed
depending on office computers and agents. A charge per CD per office
annually is applicable.
Southern California Home Buyer's Fair
This two-day event is FREE to the public and will include more than two dozen educational "how-to" seminars designed to help home buyers navigate today's real estate market with confidence and peace of mind as well as 250 exhibit booths.
Where: Los Angeles Convention Center, 1201 S. Figueroa
Street, Los Angeles, CA 90015
When: Saturday & Sunday, April 12th -13th, from 9am-6pm
Sponsored by the Los Angeles Times
and the CALIFORNIA ASSOCIATION OF REALTORS®.
For more information, please visit
www.homebuyersfair.com
.
C.A.R. Risk Management Live Lecture
course:
- Instructed by attorneys
- Satisfies the new DRE RM license renewal requirement
- Earns credit toward the GRI Designation (only C.A.R.'s course meets the
GRI RM requirement)
Visit
www.edesignations.com/RiskManagement
or call (888)785-4840 to register NOW!
C.A.R. Online Training
C.A.R. provides courses online for your convenience. Visit
www.car.learningcenter.com
.