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Release Notes (zipForm Edition)

Release Notes

zipForm Edition 20.10.50 – October 7, 2020

Fix

What is changing? What is the benefit? Who does this affect?
Corrected an issue where certain transaction coordinator and location administrator users were able to view tasks they were not authorized to view. Users can only view tasks they are authorized to view. Transaction coordinator and location administrator users

zipForm Edition 20.10.00 – September 24, 2020

Enhancements

What is changing? What is the benefit? Who does this affect?
When a user sends a document to a third party domain that is on the prohibited list, a warning message appears the first time they send, but not on any subsequent sends. Users do not receive unneeded warning messages. Users that send documents to prohibited third party domains using the solution.

Added the EvaBot integration to the Partners and Marketplace tabs.  The EvaBot integration enables users to send closing gifts, collect reviews and drive referrals directly from within the solution. This integration makes it easy for users to order branded closing gifts, tailored to their clients in under five minutes.

  • Go here for more information on how to create and access an EvaBot account from within the solution.
Users can create and log into their EvaBot accounts without leaving zipForm Edition. Users that are interested in a closing gift service.
When importing transaction information from a PDF document that was created out of a form, the import popup now unchecks all fields by default, and prompts users to make a selection if they try to import information with no fields selected. Ensures that users do not accidentially import information from a PDF. All users that add PDF documents that were created out of Forms to transactions.
The property type dropdown on the Transaction Summary page now contains property types from the Back Office account you have integrated via Lone Wolf Link.  If you select a property type other than a Back Office account from the dropdown, the transaction is not synced to Back Office. Ensures that the property types in zipForm Edition are always compatible with the ones in Back Office, so there are no sync issues related to property types. All Lone Wolf Link users.

Added the API Nation integration to the Partners tab.

  • Go here for more information on how to set up your API Nation account and each integration.

Users with an API Nation account can sync their contacts or transaction dates to calendar tasks for the following applications:

  • Constant Contact
  • Google Contacts
  • Google Calendar
  • MailChimp
  • Outlook Calendar
  • Outlook People
All users

Fixes

What is Changing?
What is the benefit? Who does this affect?
Corrected an issue where the submit title order popup opened when users made updates to a form and then saved the form. When users clicked Confirm on the popup, the title order request was submitted to RamQuest, sometimes inadvertently. The title order popup no longer opens when users make updates to forms and save them.   This prevents users from accidentally submitting title order requests. Users with the RamQuest title integration.

New Articles

Article name What is it about?
Create and Share an Offer Form for a Transaction (zipForm Edition) Describes how to use OfferPlace to create and share an offer form outside of the solution in order to receive offers from buyers.
Use the Offer Form to Submit an Offer on a Transaction (zipForm Edition) Describes how a buyer or buyer’s agent can access and use the offer form to submit an offer directly to the selling agent using OfferPlace.
Review and Approve or Reject an Offer on a Transaction (zipForm Edition) Describes how to review the list of offers you receive on one or more transactions and either approve or reject an offer.
Create an Earnnest Account (zipForm Edition) Describes how to create a new Earnnest account using the Earnnest integration so you can send earnest money requests from the solution.
Invite an Escrow Holder to Use the Earnnest Integration (zipForm Edition) Describes how to fill out an invitation form to invite an escrow holder to use the Earnnest integration so you can submit earnest money requests from the solution.
Send an Earnest Money Request (zipForm Edition) Describes how to use the Earnnest integration to send an earnest money request from a transaction.
Send a Closing Gift (zipForm Edition) Describes how to access the EvaBot integration from within the solution to create an account and send clients a closing gift.
Set Up a MoxiEngage Integration (zipForm Edition) Describes how to link your MoxiEngage account to the solution using the integration.
Import a Contact Using the MoxiEngage Integration (zipForm Edition) Describes how to import a contact using the MoxiEngage Integration.
Use MyNHD to Request a Natural Hazard Disclosure Report (zipForm Edition) Describes how to use the MyNHD integration to request a natural hazard disclosure report from within a transaction.
Create a Tenant Screening Application from a Transaction (zipForm Edition) Describes how to use the RentSpree integration to create a shareable tenant screening application within a transaction.
Set Up a Sellers Shield Integration (zipForm Edition) Describes how to use the Sellers Shield integration to create a Sellers Shield account.
Invite a Seller to Complete a Property Disclosure Form (zipForm Edition) Describes how to use the Sellers Shield integration to invite a seller to complete a property disclosure form.
Import a Contact Using the Top Producer Integration (zipForm Edition) Describes how to import a contact using the Top Producer Integration (zipForm Edition).
Set Up a Zapier Integration (zipForm Edition) Describes how to enable the Zapier integration in a user profile and obtain the key code you need to enable the integration in Zapier.
Create an API Nation Account (zipForm Edition) Describes how to create an API Nation account so you can take advantage of their integrations.
Set Up a Constant Contact Integration (zipForm Edition) Describes how to access API Nation to set up the Constant Contact integration.
Set Up a Google Calendar Integration (zipForm Edition) Describes how to access API Nation to set up the Google Calendar integration.
Set Up a Google Contacts Integration (zipForm Edition) Describes how to access API Nation to set up the Google Contacts integration.
Set Up a MailChimp Integration (zipForm Edition) Describes how to access API Nation to set up the MailChimp integration.
Set Up an MS Outlook Calendar Integration (zipForm Edition) Describes how to access API Nation to set up the MS Outlook Calendar integration.
Set Up an MS Outlook People Integration (zipForm Edition) Describes how to access API Nation to set up the MS Outlook People integration.

zipForm Edtion 20.09.00 – August 27, 2020

Enhancements

What is changing? What is the benefit? Who does this affect?
Updated the French version of the signing complete message to include spelling corrections. French speaking users have messages with the correct spelling. Lone Wolf Digital Ink 2.0 (Powered by Authentisign) users that use French language.
Added the ability to copy and paste the URL link for the Partners tab of Admin > Broker Settings to enable you to go straight to your partner settings for the entire brokerage.Note: You must already be logged in as a broker administrator user in order to use the URL link. Users can quickly get to their partner settings, saving them time. Broker administrators that use partners and integrations.

Updated the appearance of the automatic renewal popup that opens when you log into the solution and one or more of your products or services is expiring within the next 30 days.  Users can elect to choose to only renew free ($.0.00) products/services with a single click in the popout.  If users click Renew Now, they are taken directly to the checkout where they can pay for the product(s)/service(s).

  • Go here for more information on how to use ecommerce to renew your existing products and form libraries as an existing user
The popup clearly displays which items require renewal, which items have costs/are free, and is easy to follow. The popup enables users to go straight to the checkout if they need to purchase products or services, saving them time. All users.

Updated the eCommerce purchase and checkout process:

  • Added the ability to search and filter the list of products and libraries in the shopping page.
  • Updated the shopping page to include separate tabs for products, form libraries, and products that you have already purchased.
  • Updated the shopping page to include Association Membership Benefit under $0.00 items that are part of your membership.
  • Updated the Learn More link under products to open the information in a popup instead of a new browser tab/window.
  • Updated the shopping page to display a button that shows the number of items in your cart.  Clicking the button opens the cart, where you can proceed to the checkout page.
  • Updated the checkout page to display billing, address and payment information, and a summary of the items in your shopping cart.
  • If you log out while items are in your shopping cart, the items in your cart are retained.
    • Go here for more information on how to use ecommerce to initially purchase zipForm Edition via eCommerce as a new user
    • Go here for more information on how to use ecommerce to purchase additional products and form libraries as an existing user
Improves the user experience for those purchasing products in the solution and decreases user confusion as to how to complete the process. All users that purchase products in the solution.

Updated the password requirements when you create or reset your password.  All passwords must now:

  • Be greater than or equal to 8 characters in length
  • Have one number and one letter
  • Have at least one capital letter
  • Have a special character such as !@#$%^&*()
    • Go here for more information on how to update or retrieve your password
Improves the users’ password security and helps to protect them, their brokerage, and their clients. All users.
When users enter the wrong username and password combination 20 times within a 2 minute period, they are unable to try again for 5 minutes. Improves users’ login security, by preventing automated hacker bots from repeatedly trying different password combinations in order to access your account. All users.

Fixes

What is changing? What is the benefit? Who does this affect?
Corrected an issue where users that uploaded a PDF created in DocuSign received an error message. Users can now upload PDFs that were created in DocuSign without errors. All users.
Corrected an issue where users were unable to send documents via email using Gmail as the provider. Users can now send documents via Gmail as per usual. All users.
Corrected an issue where users were unable to open an e-signature packet from E-sign packets waiting for signatures report in the agent dashboard. Users can now open e-signature packets wherever the functionality exists in the solution as expected. All users.
Corrected an issue where ZipForm User fields appeared as selectable/deselectable fields on the Import Data popup when importing transaction information from a PDF that had been created from a zipForm Edition form. ZipForm User fields no longer appear in the popup and are not imported.  This prevents incorrect information from appearing on forms, transactions, footers, and other areas. Users that import transaction information from PDFs that were created out of zipForm Edition forms.

Ongoing article updates

Article name What is the article about?
Sign a Document in Person Using the Mobile Application (zipForm Edition) Describes how to e-sign a document or form in person using the TouchSign signing service in the mobile application.
About Lone Wolf Transactions (zipForm Edition) Provides a conceptual overview of Lone Wolf Transactions (zipForm Edition).
Overview of Navigation in Transactions (zipForm Edition) Provides a conceptual overview of the different components of the Transactions (zipForm Edition) dashboard, and describes how to navigate the interface.
Purchase an E-Signing Subscription or Credits (zipForm Edition) Describes how to purchase an e-signing annual subscription or individual e-signing signature credits for Lone Wolf Digital Ink 2.0 (Powered by Authentisign).
About Reports (zipForm Edition) Provides a conceptual overview of reporting in the solution and an in-depth list of the reports you can generate.
Create an Office (zipForm Edition) Describes how to create a new office location and set up what forms and products are available for users at that location.
Create a User (zipForm Edition) Describes how to create a new user profile for an administrator/broker/manager, agent, or transaction coordinator and send an invitation to the new user to log in.
Add, Update, or Delete a Look Up Field Term (zipForm Edition) Describes how to manually add, update or delete a form field look up term in a transaction or on a form.
About Notes (zipForm Edition) Provides a conceptual overview of transaction notes.
Create an E-Sign Template (zipForm Edition) Describes how to create an e-sign template.
Email a Note (zipForm Edition) Describes how to send a transaction note as an email from the solution.
Set Up a Updater Integration (zipForm Edition) Describes how to sign up for a Updater integration account and log in for the first time.
Invite a Client to Use Updater (zipForm Edition) Describes how to use the Updater integration to generate an automated invitation to a client to use the Updater app.
About Partners and Integrations (zipForm Edition) Provides a conceptual overview of the available partners and integrations you can add to your solution.
Set Up an eCommission Integration (zipForm Edition) Describes how to enable the integration with eCommission as an individual user and to create your account.
Apply for a Commission Advance (zipForm Edition) Describes how to use the eCommission integration to apply for a commission advance on a pending sale or active listing transaction.
Set Up Your ListFlash Settings (zipForm Edition) Describes how to set up your ListFlash preferences that control what advertisements you see, and how you are notified.
Advertise a Signed Listing to Agents in a Brokerage (zipForm Edition) Describes how to use ListFlash to advertise a signed listing or lease-listing transaction to other agents at a brokerage or office.
View and Respond to a Listing Advertisement in Your Brokerage (zipForm Edition) Describes how to view a ListFlash listing or lease-listing advertisement and how to send a message, share the advertisement, or submit an offer directly to the transaction.
Set Up Your OfferPlace Settings (zipForm Edition) Describes how to set up your OfferPlace settings to control how you receive notifications and to access your active listing links and OfferPlace email address.

zipForm Edition 20.08.01 – August 6, 2020

Enhancements

What is changing? What is the benefit? Who is affected? Release item
When users with the Updater integration add a transaction with the required fields, the transaction is shared with your Updater account.  However, the invitation to the user’s client is not sent immediately.  Instead the invitation is held until Updater sends the user a notice 48 hours in advance of when the invitation is scheduled to send to consumers (two weeks prior to the close date on the transaction).  At that time, users can decide if the invitation is still something they need to send to their client. Users with the integration can create transactions without worrying that invitations will be created sent without their knowledge or consent. Users with the Updater integration ZIP-12111

Added a list of custom branch names alongside the list of branch addresses when:

  • Sending a new title order request using the RamQuest integration
  • Setting up a preferred title branch at the office level
  • Setting up a preferred title branch at the agent level

When submitting a title order request to RamQuest, the custom branch name is submitted as well.

Enables agents to see the name of the title branches in their transaction platform so they know who to send their title order to. Users with the RamQuest integration ZIP-12574
When users log into Transactions (zipForm Edition) using Single Sign On (SSO), the Updater integration popup is automatically launched. Enables users to claim their Updater account without having search the menu options for it. Users at brokerages that have enabled the Updater integration ZIP-12619
When users log into Transactions (zipForm Edition), the popup blocker in their browser is automatically disabled. The popup blocker no longer affects users’ ability to claim their Updater account. Users at brokerages that have enabled the Updater integration ZIP-12620
When users that have claimed their account, but have not yet completed their account creation process log into zipForm Edition using SSO, the Partners page opens, and the Updater integration automatically is launched, prompting users to define a password and then log in to Updater for the first time. Ensures that users that started to claim their Updater account but were interrupted midway can continue their claim without having to search the menu options for it. Users at brokerages that have enabled the Updater integration ZIP-12621

zipForm Edition 20.08.00 – July 30, 2020

Enhancements

What is changing? What is the benefit? Who does this affect? Release item

Added the ability to select individual fields to import when importing transaction information from a PDF document that was converted from a Form by another Transactions (zipForm Edition) user.

Users can now pick and choose which pieces of transaction information (if any) they need to import from PDFs that were generated by other zipForm Edition users. Any users that share PDF documents with other zipForm Edition users ZIP-10155

Updated the name of the Marketplace > Marketplace tab in a transaction to My Marketplace.  Updated the name of the Marketplace > Available tab in a transaction to Other.  The My Markeplace tab now contains the following partners:

  • Updater
  • eCommission
  • Hurdlr
  • EyeSpy360
  • RentSpree
  • Earnnest
  • MyNHD
    The Other tab now contains the remaining partners.
Users experience less confusion when using the Marketplace tab in a transaction and can clearly see all the partners available to them. All marketplace users ZIP-11722

Added a PDFStream Changes Reverted entry to the transaction history of a transaction when users undo a PDF information import from a PDF document that was created out of a form by another zipForm Edition user.  Users can also elect to undo an import on a field by field basis if they do not need to remove everything they imported.

Users have greater control over how undoing an import works, and have a clear audit trail in their transaction history of when the import was undone. Any users that share PDF documents with other zipForm Edition users ZIP-11800
Updated the Release Notes link in the Learning Center to direct users to the Release Notes article in the knowledge base. Users always have access to the most up-to-date release notes. All users ZIP-12241

Fixes

What is changing? What is the benefit? Who does this affect? Release item
Corrected an issue where signing parties received invitations to signings that contained no signing fields, even though the signing contained them when it was originally created. Signings now contain any signing fields that were originally added to them. Lone Wolf Digital Ink 2.0 (Powered by Authentisign) users AS-1965
Corrected an issue where the Lone Wolf Digital Ink 2.0 (Powered by Authentisign) create signing process displayed a 404 error message when moving from Step 2 to Step 3. Users can now complete all steps of the signing process as usual. Lone Wolf Digital Ink 2.0 (Powered by Authentisign) users AS, 2026, ZIP-9723
Corrected an issue where forms that were reviewed and set to the Approved status caused the entire transaction to be set to the Approved status. Transactions are not approved until all documents contained in them are approved.  Provides administrator and broker users with an accurate picture of what is and is not approved. Users using the Document Approval function ZIP-11681
Corrected an issue where incorrect users were displaying as the the creator of an e-signing in the signing invitation when the signing was created by a transaction coordinator user on behalf of an agent.  The incorrect users received notifications when the signing was completed. Only users that are supposed to be involved in a signing are involved and receive notifications. Lone Wolf Digital Ink 2.0 (Powered by Authentisign) users ZIP-11716
Corrected an issue that caused slow loading times in transactions. Transactions now load faster and with fewer issues. All users ZIP-11911
Corrected an issue where documents that were added to placeholders at brokerages that had Mark a document as needs review when filling a placeholder enabled in their brokerage settings were not automatically set to the Needs Review status. Documents at brokerages with this setting enabled now automatically set the status of a document to Needs Review when the document is used to fill a document placeholder. Users using Compliance Review stages and the Document Approval functions ZIP-12043
Corrected an issue where documents in brokerages that had the Automatically resubmit rejected documents when a new version is uploaded option set to ON were not automatically resubmitted for review. Documents at brokerages with this setting enabled are now automatically resubmitted for review when a new version is uploaded. Users using the Document Approval function ZIP-12015
Corrected an issue where administrator users were unable to delete required items, such as folders and placeholders from a required transaction template. Administrators can delete items from a template regardless of whether they are required or not. Administrator users ZIP-12037

Ongoing article updates available at release

Article name What is it about?
About Signings (zipForm Edition) Provides a conceptual overview of document and form e-signings.
About Users (zipForm Edition) Provides a conceptual overview of the different types of users and user accounts, including user permissions.
Add a Document with No Transaction (zipForm Edition) Describes how to upload or email documents to your DocInbox before you add them to a transaction.
Add a Due Date to a Document or Folder in a Transaction or Template (zipForm Edition) Describes how to add a due date to a document, form, or folder in a transaction or template.
Add, Update, or Delete a Look Up Field Term (zipForm Edition) Describes how to manually add, update or delete a form field look up term in a transaction or on a form.
Assign a Transaction to Another Agent (zipForm Edition) Describes how to reassign a transaction to another agent as an administrator user.
Create a Clause (zipForm Edition) Describes how to create a brokerage, office, or personal clause for use when preparing a form for signing.
Create an Office (zipForm Edition) Describes how to create a new office location and set up what forms and products are available for users at that location.
Create a Quick Sign Transaction (zipForm Edition) Describes how to create a Quick Sign-type transaction.
Create a User (zipForm Edition) Describes how to create a new user profile for an administrator/broker/manager, agent, or transaction coordinator and send an invitation to the new user to log in.
Export or Import a Contact (zipForm Edition) Describes how to export or import contacts from or to your address book.
Export or Import a Transaction (zipForm Edition) Describes how to export or import a transaction along with all accompanying documents, forms, checklists, audit trail/history, and notes.
Resend Documents and Forms for Signing (zipForm Edition) Describes how to re-send an e-signature packet to a signing party after you initially send it using Lone Wolf Digital Ink 2.0 (Powered by Authentisign).
Set Up an Electronic Signature for E-Signing (zipForm Edition) Describes how to set up an electronic signature using Lone Wolf Digital Ink 2.0 (Powered by Authentisign) for use in the current and future e-signings with the current brokerage.
Set Up Notification Settings as an Administrator (zipForm Edition) Describes how to set up automatic email and/or text notifications on an administrator account.
Set Up Your User Profile as a New Administrator User (zipForm Edition) Describes how to set up your personal preferences and settings as an administrator user that is new to the solution in your user profile.
Sign a Document or Form (zipForm Edition) Describes how a party can receive and electronically sign document(s) and/or form(s) using Lone Wolf Digital Ink 2.0 (Powered by Authentisign).
Split a PDF into Multiple Documents (zipForm Edition) Describes how to split a single PDF document into multiple documents in the solution.
Update the Status of a Task Describes how to mark a task as not started, in progress, needs review, not applicable, or completed in a checklist, or Edit Task popup.

zipForm Edition 20.07.02 – July 7, 2020

Fixes

What is changing? What is the benefit? Who does this affect? Release item
Corrected an issue where users were unable to create a signing using the Quick Sign function. Users can now create signings using Quick Sign as expected. All users ZIP-12335

zipForm Edition 20.07.01 – July 2, 2020

Fixes

What is changing? What is the benefit? Who does this affect? Release item
Corrected an issue where certain field names failed to appear in the comparison popup when attempting to import transaction data from a PDF that was created out of a form by another zipForm Edition user. Any fields that are available to import now appear in the comparison popup. Users with PDFstream import enabled in their settings that imported a PDF document that was created out of a form by another zipForm Edition user ZIP-12318
Corrected an issue where users encountered an error message appeared when attempting to add a signed DocuSign document to a transaction using drag and drop. Users can now drag and drop documents into transactions as expected. DocuSign clients ZIP-12322
Corrected an issue where users encountered a blank page when attempting to update their profile settings. Users can now update their profile settings as expected. All users ZIP-12323

zipForm Edition 20.07.00 – July 1, 2020

Enhancements

What is changing? What is the benefit? Who does this affect? Release item
Updated the guided help and Learning Center functions to include information related to Lone Wolf Digital Ink 2.0 (Powered by Authentisign). Users are able to get help when using the Authentisign signing solution so they can quickly and easily send signings without getting frustrated or waiting for a support rep to answer their questions. All users ZIP-8510
When a user opens a zipForm Edition form using Docusign Transactions Rooms (DTR) on a mobile device, the form opens the embedded view of the form in a full screen popup with all the normal functionality of the forms editor available. zipForm Edition forms are fully editable in Docusign DTR from a mobile device. zipForm Mobile users using  Docusign DTR functionality. ZIP-9048
Replaced the zipLogix logo in all solution-generated emails with the Lone Wolf logo as part of the product rebranding. Users are clear about which company’s solution they are using. All users ZIP-9634
Added a support chat option to Help > Chat in the global navigation menu. Users have access to chat support 24 hours a day, 7 days a week. All users ZIP-9693
If a user has been active for more than 30 days, they no longer see the Learning Center banner message anymore when they access the home page.
Note: The Learning Center banner continues to appear for new users that have been active for less than 30 days.
Users that already know the product are not faced with unnecessary banners. All users ZIP-9940

At Lone Wolf, we are renaming our flagship products so they are clear about what they do for agents and brokerages. zipLogix is becoming Lone Wolf, and zipForm Plus is becoming Transactions – zipForm Edition. We are not changing the way anything works.

All Lone Wolf products will continue to work the way you are used to—they are just getting new labels. These changes include updated names in the ziplogix.com knowledge base, the Lone Wolf Community, and in the help articles.

  • Changes in the product:
    • zipForm Plus is now Lone Wolf Transactions (zipForm Edition)
    • zipTMS is now Lone Wolf Transactions (zipForm Edition)
    • EliteAgent is now Lone Wolf EliteAgent
    • Most mentions of zipLogix are now Lone Wolf
  • Changes in the knowledge base:
    • Article categories have been renamed:
      • zipForm Plus is now Transactions – zipForm Edition
      • zipTMS is now Transactions – zipForm Edition. Note:  All zipTMS articles are now in the Transactions – zipForm Edition category
    • All mentions of the product or zipLogix in the articles are now as per the changes in the product above
    • A large number of articles have been updated and re-written to provide you with enhanced usability.  See this article for the details of what has (and will be) changed:
      Upcoming changes to Knowledge Base Articles

Our product offerings are simplified and make it easier for real estate professionals and brokers to find, buy, and use our solutions, while at the same time strengthening the Lone Wolf brand and setting the standard for real estate technology going forward.

Note: This does not apply if the brokerage has custom branding applied to their zipForm Edition.

All users ZIP-9652,
ZIP-9854,
ZIP-9956,
ZIP-10334,
ZIP-10778,
ZIP-11711
Added the ability to disable the PDF information import function.  Administrator users can navigate to Broker Settings >General > Documents and click Enable PDFstream import to OFF to disable this function for an office or entire brokerage.  Individual users can navigate to their profile > Profile & Settings > Settings > Account and click Automatically check pdf documents for data to be imported into transaction to OFF. Enables a brokerage to decide if they need to allow an office or the entire brokerage to import transaction information from a PDF document that was converted from a form by a different zipForm Edition user. Enables an individual user to decide if they need to import information from a PDF as well. All users ZIP-10005,
ZIP-10483

Added the ability to import information from a PDF document that was originally created by another Transactions – zipForm Edition user using the Convert to PDF function.  When a user receives the converted PDF and adds it to a transaction, a popup opens, prompting the user to import the information from the document into the transaction, or to just import the document and not the information.  Users can view what is currently in the transaction versus what would be added by the import. Users can opt to manually import data from PDF documents that were created from forms by other zipForm Edition users that are already attached to transactions by locating the PDF and using the more options menu to select Import PDF Data.
Note: PDFs cannot be older than 30 days. If a user imported a PDF into zipForm Edition without logging into the solution (for example, by emailing to transaction), when the user logs in they are automatically prompted to examine any PDFs whose data can be imported. When the information is imported, an entry is added to the History tab of the transaction.

This function automatically populates transactions with data extracted from the PDF, such as property addresses, buyer or seller names and so forth. Decreases the amount of duplicate data entry users must perform.  Enables users to quickly share transaction information between different instances of zipForm Edition. All users ZIP-10006,
ZIP-10007,
ZIP-10008,
ZIP-10010
Users no longer see a popup to order a title request when they have the RamQuest Title Integration enabled and navigate away from the Summary tab of a transaction that does not have an existing title order request. Users do not have to continually close the popup in cases where they do not need to order a title request. All RamQuest Title Integration users ZIP-10902

Added the ability to remove data that was added to a transaction as a result of importing it from a PDF document that was created from a converted form by a different zipForm Edition user.  Users can navigate to the History tab of the transaction and click Revert Changes in the relevant record in the history list.   Users can select which fields to keep and which to revert.

Enables users to reverse the changes made by a PDF import if the import was done in error. All users ZIP-10917

Added Adwerx as an integration partner in the Partners menu in the global navigation menu and the Marketplace tab in a transaction.  Adwerx enables users to create locally targeted advertisements for buyers and sellers, and create custom ads to attract new clients. Users with the Adwerx integration enabled for their brokerage can click Start Advertising to navigate to the Adwerx signup/login page for their company and take advantage of negotiated pricing where available.

Enables users to sign up or log into Adwerx without leaving the solution. Adwerx clients ZIP-11281
When users that are associated with a state association create a tour from the Partners menu in the global navigation menu or the Marketplace tab in a transaction, the encrypted URL address that the user is taken to now contains the state association, local association, and brokerage identification numbers included in it. Enables users to automatically take advantage of any negotiated pricing associated with any state associations they are part of. EyeSpy 360 clients ZIP-11657
When using the Hurdlr integration, users are no longer blocked by their web browser’s popup blocker.  If users are blocked by the popup blocker (due to using outdated browsers), they are now prompted to remove the popup blocker. Enables users to log into their Hurdlr account without being stopped by a popup blocker. Hurdlr clients ZIP-11705

Fix

What is changing? What is the benefit? Who does this affect? Release item
Corrected an issue where users with locked accounts were able to access the solution without authorization. Locked users cannot access the solution without authorization. Administrators, users with locked accounts ZIP-11633

New articles

Article name What is the article about?
Update or Retrieve Your Password (zipForm Edition) Describes how to reset or retrieve a password.  Also describes how to retrieve your user name.
Set Up the Back Office Integration with Lone Wolf Transactions – zipForm Edition Describes how to set up a Lone Wolf Link integration to link your Lone Wolf Transactions – zipForm Edition account with your Back Office account.
Create a transaction template (zipForm Edition) Describes how to create a transaction template.
Add a Folder to a Transaction or Template (zipForm Edition) Describes how to add a folder to a transaction or transaction template.
Create a Checklist (zipForm Edition) Describes how to create a checklist in a transaction or transaction template.
Add a Document Placeholder to a Transaction or Template (zipForm Edition) Describes how to add a document placeholder to a transaction or transaction template
Prepare a form for signing (zipForm Edition) Describes how to prepare an unsigned form in a template or transaction for one or more signings by filling out form fields, applying clauses, adding notes, highlighting text, adding photos, and striking out text.  Applies to administrators, agents and shared parties.
Add a Task to a Checklist (zipForm Edition) Describes how to add a task to a to-do or document/transaction checklist in a transaction or transaction template.
Apply a Template to a Transaction (zipForm Edition) Describes how to manually apply a transaction template to an existing transaction.
Create a Transaction (zipForm Edition) Describes how to manually create a new transaction.  Includes how to use Record-Connect and MLS-Connect to create the transaction if needed.
About Checklists and Tasks (zipForm Edition) Provides a conceptual overview of checklists and tasks.
Set Up Your User Profile as a New Agent User (zipForm Edition) Describes how to set up your personal preferences and settings in your user profile.
Add a Document or Form to a Transaction or Template (zipForm Edition) Describes how to add a document or form to an existing transaction or transaction template and move it to a different folder.
Share a Document or Form with a Party (zipForm Edition) Describes how to privately or publicly share a document or form with another transaction party for collaboration before a signing.
Send Documents and Forms for Signing (zipForm Edition) Describes how to create and send an e-sign packet to a party so they can electronically sign documents and/or forms.
About Transactions (zipForm Edition) Provides a conceptual overview of transactions.

Digital Ink 2.0 (Powered by Authentisign) 20.06.01 – June 11, 2020

Fix

What is changing What is the benefit Who does this affect? Release item
Corrected an issue that occurred when final document emails were sent to clients in regions where French is not a language option, but users sporadically received emails in French. Users receive emails in the expected language All Digital Ink 2.0 (Powered by Authentisign) users. AS-1712

 

zipForm Edition 20.06.01 – June 10, 2020

Fixes

What is changing What is the benefit Who does this affect Release Item
Corrected an issue where email notifications regarding document approvals failed to send to certain recipients. When a document approval is issued, an email notification now sends to the correct recipient, ensuring users are aware of document approvals and rejections. All users with new document approval enabled ZIP-11790

zipForm Edition 20.06.00 – June 4, 2020

Release Features

Lone Wolf is excited to announce the release of Compliance Review Stages and Document Approval functionality for zipForm Edition.  These two functions help brokerages to set up highly automated and customizable compliance review checkpoints and document oversight in zipForm Edition, without requiring extra work from agents and administrators.   The functionality provides brokerages with the risk management features they need to avoid legal complications, while enabling agents and administrators to focus on generating revenue.

Click here to learn more about compliance review stages.

Click here to learn more about document approval.

Enhancements

What is changing? What is the benefit? Who does this affect? Release item
Updated the error message in Step 3 of creating an e-sign packet with Digital Ink 2.0 (Powered by Authentisign) to direct users to contact support. Users are directed to contact support, as opposed to Instanet support. Digital Ink 2.0 (Powered by Authentisign) clients AS-919
Removed the Do not use zipVault to automatically save signed documents to the transaction setting in Profile & Settings > Settings > zipVault Options. Signed documents and signing certificate/audit trail PDF documents are now always saved in the documents tab of a transaction.  This enables Lone Wolf to retain the signing history and details for any users that are now using Digital Ink 2.0 (Powered by Authentisign) instead of Digital Ink 1.0 (Powered by SIGNiX). Digital Ink clients ZIP-9934
The HMS partner in the Partners tab is renamed to Cinch, as HMS has changed their name to Cinch Home Services.  The description of the partner is updated as well. Alleviates user confusion as to which partners they are seeing in the Partners tab. Clients using or interested in using the Cinch Home Services integration ZIP-10152
Removed eOmni, PlanetRE, and Taxbot from the Partners tab. The Partners tab only displays the most up to date list of partners and integrations. All users ZIP-10336
Removed HomeKeeper from the Partners tab and deactivated the integration’s functionality. The Partners tab only displays the most up to date list of partners and integrations.  Users cannot use the HomeKeeper integration’s functionality any more. All users ZIP-10337
Updated the Title Integration setting in Profile & Settings > Settings to Enable Title Integration.  Updated the Title Integration setting in Admin > Broker Settings > Partners to Enable Title Integration for all agents. Brokerages have the ability to opt all agents in a brokerage into the RamQuest integration.  Agents have the ability to opt into the RamQuest integration. Users that need to opt into the RamQuest integration ZIP-10638
While requesting a title order using the RamQuest integration, if you add a note in the Chat with a Title Representative field, LW is added to the beginning of your note. Indicates that the note originated in the solution.  This enables title agents to quickly establish if a note on a file came from the RamQuest integration. RamQuest integration clients ZIP-10639
Added Hurdlr to the Marketplace tab of a transaction. Enables users to claim a Hurdlr account from within the solution. All users ZIP-10802
Updated the Release Notes tab in the Learning Center to only show notes from the past year. Users will have access to the most up to date release notes and not have the interface cluttered with older release notes. All users ZIP-11076

Fixes

What is changing? What is the benefit? Who does this affect? Release item
Corrected an issue where users could see options to print, email, unfill placeholders, add approval comments, or download documents in the bulk PDF preview page in DocInbox. Users only see the options they are supposed to see in the bulk PDF preview page. All users ZIP-7627
Corrected an issue where OfferPlace offers that were received failed to appear in the History tab of the transaction. OfferPlace offers that are received appear correctly in the History tab. EliteAgent clients ZIP-8004
Corrected an issue where users in the global tasks list were unable to use the Set Status, Assign Task, Approve or Export options. All functions in the global tasks list now function correctly. All users ZIP-9012
Corrected an issue where comments on tasks marked as not approved failed to appear in the task approval notification email afterwards. Approval comments now appear on not approved task notification emails. All users ZIP-9073
Corrected an issue where users had to click to a new tab and then click back to the Documents tab on a transaction before the approval status of the folder was updated. The approval status of a folder now updates correctly. All users ZIP-9145
Corrected an issue where administrators were not receiving document approval email notifications. Document email approval notifications are now sent correctly. Administrators ZIP-9231
Corrected an issue where users were unable to filter the list of transactions by compliance review stage. Users can now filter the list of transactions correctly. Internet Explorer 11 users with Compliance Review Stages enabled in Broker Settings ZIP-10181
Corrected an issue where users failed to receive due date notifications when the responsible party on a task was a member of the brokerage. Users receive due date notifications regardless of who the responsible party is. Administrator and transaction coordinator users ZIP-10271
Corrected an issue where the export and bulk export transaction features failed to export correctly. The export and bulk export transaction functions now work correctly. All users ZIP-10291
Corrected an issue where users with a Digital Ink 2.0 (Powered by Authentisign) subscription still saw the option to purchase Digital Ink tokens. Users with a Digital Ink subscription no longer see the option to purchase tokens. Digital Ink 2.0 (Powered by Authentisign) clients ZIP-10536
Removed the text “Title integration explanation goes here” from Profile & Settings > Settings.  Removed the text “”Title integration explanation goes here. How to set individual Title Settings in Profile Settings. How to set Title Notifications in Profile Notification Settings” from Admin > Broker Settings > Partners. Users no longer see confusing text labels on settings. All users ZIP-10637
Corrected an issue where signature fields that were added to a zFX form failed to appear in the correct positions. Signature fields now appear in the correct positions. Digitial Ink 2.0 (Powered by Authentisign) clients ZIP-10680
Corrected an issue where users were unable to use the Add Other option when adding a party to a transaction. The Add Other option now functions correctly. All users ZIP-10681
Corrected an issue where users were unable to automatically mark a document as Needs Review after filling a document placeholder in a transaction. When a brokerage sets “Automatically mark a document for “Review” after filling a placeholder” to ON, documents that are used to fill a document placeholder in a transaction are automatically marked as Needs Review. All users ZIP-10923
Corrected an issue where the Cancel button failed to respond in the Approval Notification Email popup that opens after clicking Save and Notify during document review. The cancel button now closes the popup as expected. Administrators using document approval ZIP-11126
Corrected an issue where documents with the approved or not approved status appeared in the list of documents on the document review page. Only documents with the Needs Review status now appear in the document review page. Administrators using document approval ZIP-11201
Corrected an issue where updating the scope of a compliance review stage from Global to Office, or vice-versa did not save correctly. The scope of compliance review stages now saves correctly when you update it. Administrators using compliance review stages ZIP-11293
Corrected an issue where users that opened a compliance review stage to update it, and then clicked more options could see the Open menu option (which the users were already in). The Open menu option no longer appears in more options when viewing the details of a compliance review stage. Administrators using compliance review stages ZIP-11295
Corrected an issue where documents with the approved status failed to appear in the Approval Notification Email popup that opens after clicking Save and Notify during document review. All documents that were part of the review appear in the popup with the correct approval status. Administrators using document approval ZIP-11297
Corrected the WorkFlow Step column header in the File Review report in Dashboard > Transaction Not Approved to read Review Stage, as the column depicts the current compliance review stage of a transaction. Users can easily tell what information the column contains by reading the header Administrators using compliance review stages ZIP-11312