Check out these Step-by-step instructions dedicated to one task! Print them to keep them handy during your zipForm® transaction!
zipLogix Digital Ink®NEW! Change Transaction Parties Name (entities are buyer/seller)
Adding SignersCheck the status of a submissionExtra Signer Security (Optional): Identity Verification
zipForm® PlusNEW! Use Collaborate to Share Documents (multiple reports, disclosures, etc)NEW! Join Collaborate to Edit/View Documents (how your client can create a FREE log in)NEW! Trusts and the RCSDNEW! C.A.R. Form RPAWS (calculates RPA for you)
NEW! Text Overflow Feature (C.A.R. Form TOA)NEW! Organize Libraries
Access Forms Advisor®
Changing your Company Information
Creating and Applying TemplatesImport and Export Transactions
Online Meetings with zipConsult™
Removing Forms from TemplatesSelecting Pages to Send or Print
Sync zipForm® Standard to zipForm Plus®
Sync your DocuSign® account to zipForm® Plus
Upload a file into zipForm® (Microsoft Word, PDF, Photos, etc.)
Upload a Photo to your zipForm® PlusUsing the Parties TabzipForm® Notifications
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