C.A.R. members now have an opportunity to take advantage of document storage in zipForm®. zipVault® is an online filing cabinet for members to store unlimited transactional documents online for up to five years within a zipForm® 6 Professional, zipForm® Mobile or zipForm® Plus account. Some of the capabilities include document upload and delivery via web, email, fax, or scanning directly to a specific transaction.
Previously, transaction forms created in online versions of zipForm® were stored for 14 months. With zipVault®, members can save additional documents like MLS comps, personal notes, Realist tax record reports, hotsheets, or brochures and flyers related to the transaction. zipVault® serves as a digital repository to save all files for a specific transaction.
Agents can also share select documents with any recipient of their choosing. A unique web link will be emailed to the party, opening up valuable email inbox space. This secure way to share documents allows your clients and vendors to view transaction paperwork anywhere they are.
Other benefits include:
Files signed using zipLogix Digital Ink® and TouchSign® are automatically stored when executed
Free faxing of documents in and out of zipForm®
Related transaction documents can be stored with forms for 24/7 access
Ability to specify a date-certain retention/deletion time
Add different versions of previously stored documents to show how they've changed
How long can I store my transactions using zipVault®? zipVault® is completely safe and legal to use. Records are retained for five years under the California Bureau of Real Estate (BRE) statutory requirements. BRE requires a three year retention.
How much does it cost? zipVault® is available at no cost to C.A.R. members.
How to sign up? Document storage is integrated with zipForm® Plus without additional action needed from the user. As soon as one non-zipForm® document (PDF, Word, JPEG, etc.) is uploaded to the transaction, the entire file will be stored for 5 years, automatically.
Brokers Subscribe to the optional broker version and view all documents linked to your agents' transactions. More information is available under Broker Services.