If you have logged into ZipForm Online this week, you’ve seen the notice that you need to renew some libraries. In doing so, you are also upgrading to the new and improved ZipForm 6 Professional. At the Paradise Valley REALTOR® meeting this week there was an attempted riot due to the level of confusion in completing this task. To alleviate all the confusion associated with the renewing/upgrading experience, here is a How To video.
Once you have renewed the libraries/upgraded to ZipForm 6 Professional – you may need to install Java. Watch this next screencast to learn the steps in that process.
In the event you’ve never used ZipForm Online in the past, here is how to get signed up for ZipForm 6 Professional.
If you are still having troubles getting this squared away – Nanci Stone recommended to “call 1-877-myforms & they’ll walk ya through it
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Good luck!
This version is written on a new Java platform, so it may behave differently. But that does not matter much. But so much better functionalities and cool shortcuts. Much, much better version.
However, if you are using DocuSign and your transaction header contains symbols like ‘&,_,+…’ you cannot perform the electronic signature command, you’ll get an error. For example, I was completing a transaction for a couple, “Michelle & Tom Smith” in the header – that creates an error in the Docusign translator and refuse to link into the e-signing system. Therefore, the transaction header must be in natural characters and not symbols such as “Michelle and Tom Smith”.
The strikeout command remains a little weak and temperamental in v6, but I understand they are working on this after I reported it.
Here’s more information that readers need to know – some cool new productivity/speed features that were not previously possible in v5
~ you can now print blank or read copies in any client transaction without creating yourself a transaction
~ you can create PDF files on the fly without a third-party app
~ you can send PDF files by the built-in email app (basic mind you, nevertheless functional) as singles or multiple docs selectively combined PDF file
~ you can work on more than one transaction at the time by creating multiple instances of v6 simultaneously and in-between flip and/or copy/paste language and clauses
~ but, v6 will not overwrite v5, you’ll have to import for client data files into v6 and then delete v5
I suggested with ZipForm for a DocuSign button in the icon toolbar and/or a customizable icon toolbar.
Richard