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Upcoming Updates to Articles

Your knowledge base articles are in the process of being updated. 

Use the following table to learn more about when, and what is changing with your existing articles:

Old zipLogix Article Old URL New Lone Wolf Article New URL
August 26, 2020
Setting Your ListFlash Preferences https://ziplogix.com/listflash-setting-preferences-quick-tips-guide-4-11-2018/ Set Up your ListFlash Settings https://ziplogix.com/knowledge-base/set-up-your-listflash-settings/
ListFlash Quick Tips https://ziplogix.com/wp-content/uploads/2018/04/ListFlash-Creating-a-ListFlash.pdf Advertise a Signed Listing to Agents in a Brokerage (zipForm Edition) https://ziplogix.com/knowledge-base/advertise-a-signed-listing-to-agents-in-a-brokerage/
August 20, 2020
DRE Retention Policy by State https://ziplogix.com/knowledge-base/dre-rentention-policy-states/ About Lone Wolf Transactions (zipForm Edition) https://ziplogix.com/knowledge-base/about-lone-wolf-transactions-zipform-edition/
Log into zipForm Mobile https://ziplogix.com/knowledge-base/log-zipform-mobile-2/
Renew Transactions – zipForm Edition as a Member Benefit https://ziplogix.com/knowledge-base/how-to-renew-zipform-plus-as-a-member-benefit/
Switch Between List and tile View (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-switch-views-list-and-tile-view/ About Checklists and Tasks (zipForm Edition) https://ziplogix.com/knowledge-base/about-checklists-and-tasks/
August 13, 2020
zipForm Plus: E-Signature Templates https://ziplogix.com/wp-content/uploads/2018/05/E-signature-templates-in-zipForm-Plus-FinalCMM.pdf Create an E-Sign Template (zipForm Edition) https://ziplogix.com/knowledge-base/create-an-e-sign-template/
Enter Text into a Date or Numeric Field (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-enter-text-into-a-date-or-numeric-field-in-zipform-plus/ Prepare a Form for Signing (zipForm Edition) https://ziplogix.com/knowledge-base/update-an-unsigned-form/
August 11, 2020
Save a Note as a PDF (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-save-notes-as-a-pdf/ About Notes (zipForm Edition) https://ziplogix.com/knowledge-base/about-notes/
Email a Note (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-email-notes/ Email a Note (zipForm Edition) https://ziplogix.com/knowledge-base/email-a-note/
Send an Email (zipForm Mobile) https://ziplogix.com/knowledge-base/how-to-send-an-email/ About Documents and Forms (zipForm Edition) https://ziplogix.com/knowledge-base/about-documents-and-forms/
August 10, 2020
Generate a Report (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-generate-reports-in-zipform-plus/ About Reports (zipForm Edition) https://ziplogix.com/knowledge-base/about-reports/
Brokerage Dashboard (zipForm Edition) https://ziplogix.com/knowledge-base/brokerage-dashboard/
zipForm Plus: Exploring the Agent Dashboard https://ziplogix.com/wp-content/uploads/2019/03/zipForm%C2%AE-Plus-Agent-Dashboard.pdf
August 6, 2020
zipAlliance® Guide – Partner Services (updater)(PDF Document) https://ziplogix.com/wp-content/uploads/2018/08/Partners-Guide-Updater.pdf Invite a Client to Use updater (zipForm Edition) https://ziplogix.com/knowledge-base/invite-a-client-to-use-updater/
zipAlliance® Guide – Partner Services (eCommission)(PDF Document) https://ziplogix.com/wp-content/uploads/2018/08/eCommission.pdf Apply for a Commission Advance (zipForm Edition) https://ziplogix.com/knowledge-base/apply-for-a-commission-advance/
August 5, 2020
zipAlliance® Guide – Partner Services (updater)(PDF Document) https://www.ziplogix.com/wp-content/uploads/2018/08/Partners-Guide-Updater.pdf About Partners and Integrations (zipForm Edition) https://ziplogix.com/knowledge-base/about-partners-and-integrations/
zipAlliance® Guide – Partner Services (eCommission)(PDF Document) https://ziplogix.com/wp-content/uploads/2018/08/eCommission.pdf
zipAlliance® Guide – Partner Services (homekeepr)(PDF Document) https://www.ziplogix.com/wp-content/uploads/2018/08/Final-Partner-Guides-HomekeeprCMMFinal.pdf
Change the Status of a Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/changing-the-status-of-a-transaction/ About Transactions (zipForm Edition) https://ziplogix.com/knowledge-base/about-transactions/
Delete a Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-delete-a-transaction-3/    
Resize an E-Signature Tag (zipForm Edition) https://ziplogix.com/knowledge-base/46609/ About Signings (zipForm Edition) https://ziplogix.com/knowledge-base/about-signings/
Use Document Cloud Services (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-use-document-cloud-services-with-zipform-2/ Add a Document or Form to a Transaction or Template (zipForm Edition) https://ziplogix.com/knowledge-base/add-a-document-or-form-to-a-transaction-or-template/
Use Contact Cloud Services (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-use-contact-cloud-services-with-zipform-2/ Manually add a contact to the address book (zipForm Edition) https://ziplogix.com/knowledge-base/manually-add-a-contact-to-the-address-book/
Change Your Landing Page From Dashboard to Transactions (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-change-your-landing-page-from-dashboard-to-transactions/ Set Up Your User Profile as a New Agent User (zipForm Edition) https://ziplogix.com/knowledge-base/set-up-your-user-profile-as-a-new-agent-user
zipForm® Plus: DocuSign® Integration https://ziplogix.com/wp-content/uploads/2019/04/zipFormPlus-DocuSign-Integration-Quick-Tips-4_17_LCP-1.pdf Set Up Your E-Signature Service (zipForm Edition) https://ziplogix.com/knowledge-base/set-up-your-e-signature-service/
Sign up for a DocuSign Account (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-sign-up-for-a-docusign-account/    
August 4, 2020
zipForm®MobileGuide: TouchSign® https://ziplogix.com/wp-content/uploads/2018/01/zipForm-R-Mobile-with-TouchSignR-Guide-2017-003.pdf Sign a Document in Person Using the Mobile Application (zipForm Edition) https://ziplogix.com/knowledge-base/sign-a-document-in-person-using-the-mobile-application/
Sign a Document using TouchSign (zipForm Mobile) https://ziplogix.com/knowledge-base/how-to-sign-a-document-using-touchsign-in-zipform-mobile/
Sign an E-Signature Packet (zipForm Mobile) https://ziplogix.com/knowledge-base/sign-e-signature-packet/
July 31, 2020
Order a Digital Ink Annual Subscription or Additional Credits (zipForm Edition) https://ziplogix.com/knowledge-base/order-ziplogix-digital-ink-annual-subscription-additional-credits/ Purchase an E-Signing Subscription or Credits (zipForm Edition) https://ziplogix.com/knowledge-base/purchase-an-e-signing-subscription-or-credits/
Task Notifications (zipForm Edition) https://ziplogix.com/knowledge-base/task-notifications/ Overview of Navigation in Transactions (zipForm Edition) https://ziplogix.com/knowledge-base/overview-of-navigation-in-transactions-zipform-edition/
Icon Legend (zipForm Mobile) https://ziplogix.com/knowledge-base/icon-legend-2/
Icon Legend (zipForm Edition) https://ziplogix.com/knowledge-base/icon-legend/
Tasks bar Features (zipForm Edition) https://ziplogix.com/knowledge-base/tasks-bar-features-2/
Tasks bar Features (zipForm Edition) https://ziplogix.com/knowledge-base/tasks-bar-features/
ipForm® Plus Quick Tips for the New Platform Design https://ziplogix.com/training/zipformplus/zipFormPlus-NewUI-Quick-Tips.pdf
July 30,2020
Delete a Template https://ziplogix.com/knowledge-base/how-to-delete-a-template/ About Transactions (zipForm Edition) https://ziplogix.com/knowledge-base/about-transactions/
July 29, 2020
Delete or a Lock Brokerage User (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-delete-or-lock-brokerage-users/ About Users (zipForm Edition) https://ziplogix.com/knowledge-base/about-users/
Edit an Office Location (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-edit-an-office-location/ Create an Office (zipForm Edition) https://ziplogix.com/knowledge-base/create-an-office/
Add an Office Location (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-add-an-office-location/    
Manage Look up Fields (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-manage-look-up-fields/ Add, Update, or Delete a Look Up Field Term (zipForm Edition) https://ziplogix.com/knowledge-base/add-update-or-delete-a-look-up-field-term/
Copy a Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/new-how-to-make-a-copy-of-a-transaction-in-zipform-plus/ About Transactions (zipForm Edition) https://ziplogix.com/knowledge-base/about-transactions/
Import or Export a Contact (zipForm Edition)* Note this article is part of the guided help function and has not been archived in the Knowledge Center https://ziplogix.com/knowledge-base/how-to-import-and-export-contacts-in-zipform-plus2/ Export or Import a Contact (zipForm Edition) https://ziplogix.com/knowledge-base/export-or-import-a-contact/
July 28, 2020
Complete a Task (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-complete-a-task/ Update the Status of a Task (zipForm Edition) https://ziplogix.com/knowledge-base/update-the-status-of-a-task/
Edit a Category (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-edit-a-category/ Create a Checklist (zipForm Edition) https://ziplogix.com/knowledge-base/create-a-checklist/
Create a New Category (zipForm Edition) https://ziplogix.com/knowledge-base/create-new-category-transaction/    
Add additional libraries (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-add-aditional-libaries/ Create a User (zipForm Edition) https://ziplogix.com/knowledge-base/create-a-user/
Create a brokerage user (zipForm Edition) https://ziplogix.com/knowledge-base/40751/    
July 27, 2020
Create a Clause (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-create-a-clause/ Create a Clause (zipForm Edition) https://ziplogix.com/knowledge-base/create-a-clause/
July 24, 2020
Change your company information (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-change-your-company-information-in-zipformplus/ Set Up Your User Profile as a New Administrator User (zipForm Edition)

https://ziplogix.com/knowledge-base/set-up-your-user-profile-as-a-new-administrator-user

Hide a form (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-hide-forms/    
Disable Broker Approval Notifications (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-disable-broker-approval-notifications/ Set Up Notification Settings as an Administrator (zipForm Edition) https://ziplogix.com/knowledge-base/set-up-notifications-as-an-administrator/
July 17, 2020
Modify an e-signature packet (zipForm Edition) https://ziplogix.com/knowledge-base/modify-e-signature-packet-3/ About Signings (zipForm Edition) https://ziplogix.com/knowledge-base/about-signings/
Modify an e-signature packet (zipForm Mobile) https://ziplogix.com/knowledge-base/modify-e-signature-packet-2/    
Close a Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-close-a-transaction-3/ Close a Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/close-a-transaction/
Find and Re-open a Closed Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-find-a-closed-transaction-and-re-open-3/    
Set a Document Due Date (zipForm Mobile) https://ziplogix.com/knowledge-base/set-document-due-date/ Add a Due Date to a Document or Folder in a Transaction or Template




https://ziplogix.com/knowledge-base/add-a-due-date-to-a-document-or-folder-in-a-transaction-or-template




Create a Document Due Date (zipForm Edition) https://ziplogix.com/knowledge-base/create-document-due-date/
Edit a Document Due Date (zipForm Edition) https://ziplogix.com/knowledge-base/edit-document-due-date/
Remove a Document Due Date (zipForm Edition) https://ziplogix.com/knowledge-base/remove-document-due-date/
zipForm Plus Quick Start Guide: DocInbox https://ziplogix.com/wp-content/uploads/2019/07/zipFormPlus-Quick-Start-Guide-DocInbox-2.pdf Add a Document with No Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/add-a-document-with-no-transaction/
Split a PDF Document (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-split-a-pdf-document/ Split a PDF into Multiple Documents (zipForm Edition) https://ziplogix.com/knowledge-base/split-a-pdf-into-multiple-documents
Export and Import a Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-export-and-import-transactions-in-zipform-plus/ Export or Import a Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/export-or-import-a-transaction/
View or Re-Assign an Agent’s Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-view-or-re-assign-a-agents-transaction/ Assign a Transaction to Another Agent (zipForm Edition) https://ziplogix.com/knowledge-base/assign-a-transaction-to-another-agent
July 16, 2020
Digital Ink Credits (zipForm Edition) https://ziplogix.com/knowledge-base/ziplogix-digital-ink-credit-2/ About Signings (zipForm Edition)

https://ziplogix.com/knowledge-base/about-signings/

Cancel an E-Signature Packet (zipForm Mobile) https://ziplogix.com/knowledge-base/cancel-e-signature-packet/
Check the Status of an E-Signature Packet (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-check-the-status-of-a-e-signature-packet-ziplogix-digital-ink-in-zipform-plus/
Check the Status of an E-Signature Packet (zipForm Mobile) https://ziplogix.com/knowledge-base/how-to-check-the-status-of-a-signature-packet-in-zipform-mobile/
Cancel an E-Signature Packet (zipForm Edition) https://ziplogix.com/knowledge-base/cancel-e-signature-packet-2/
View a Signed Document (zipForm Mobile) https://ziplogix.com/knowledge-base/view-signed-document/
July 13, 2020
Resend an E-signature Packet (zipForm Edition) https://ziplogix.com/knowledge-base/resend-e-signature-packet-3/ Resend Documents and Forms for Signing (zipForm Edition) https://ziplogix.com/knowledge-base/resend-documents-and-forms-for-signing/
Resend an E-signature Packet (zipForm Mobile) https://ziplogix.com/knowledge-base/resend-e-signature-packet-2/    
       
July 3, 2020
Add a Contact to Your Address Book (zipForm Edition) https://ziplogix.com/knowledge-base/adding-contacts-to-your-address-book/ Manually Add a Contact to the Address Book (zipForm Edition) https://ziplogix.com/knowledge-base/manually-add-a-contact-to-the-address-book
Remove a Contact from Your Address Book (zipForm Edition https://ziplogix.com/knowledge-base/removing-contacts-from-your-address-book/    
July 2, 2020

 

Use Transaction Information (zipForm Edition)

https://ziplogix.com/knowledge-base/how-to-use-transaction-information/

About Transactions (zipForm Edition)

 

 

https://ziplogix.com/knowledge-base/about-transactions/

View the Audit Trail (zipForm Edition) https://ziplogix.com/knowledge-base/view-audit-trail-2/
View the Audit Trail (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-view-the-audit-trail/
Fill Out a Form (zipForm Mobile) https://ziplogix.com/knowledge-base/how-to-fill-out-a-form/

Prepare a Form for Signing (zipForm Edition)

https://ziplogix.com/knowledge-base/update-an-unsigned-form/

Arrange the Order of the Forms in a Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-arrange-the-order-of-the-forms-in-your-transaction/

Add a Document or Form to a Transaction or Template (zipForm Edition)

https://ziplogix.com/knowledge-base/add-a-document-or-form-to-a-transaction-or-template/

July 1, 2020

Create a Transaction for an Agent (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-create-a-transaction-for-an-agent/ Create a transaction (zipForm Edition) https://ziplogix.com/knowledge-base/create-a-transaction/
Delete a Category (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-delete-a-category/ About checklists and tasks (zipForm Edition) https://ziplogix.com/knowledge-base/about-checklists-and-tasks/
Delete a Checklist (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-delete-a-checklist/
Delete a task (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-delete-a-task/
Sort tasks (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-sort-tasks/
Use Calendar Cloud Services https://ziplogix.com/knowledge-base/use-calendar-cloud-services-zipform-2/
List View and Calendar View (zipForm Edition) https://ziplogix.com/knowledge-base/list-view-calendar-view/
Checklist List View and Calendar View (zipForm Plus) https://ziplogix.com/knowledge-base/checklist-displays-list-view-calendar-view/
View an office or user task (zipForm Edition) https://ziplogix.com/knowledge-base/viewing-an-office-or-user-tasks/
Delete a Document (zipForm Mobile) https://ziplogix.com/knowledge-base/how-to-delete-a-document/ About Documents and Forms (zipForm Edition) https://ziplogix.com/knowledge-base/about-documents-and-forms/
Remove a Form from a Transaction (zipForm Mobile) https://ziplogix.com/knowledge-base/how-to-remove-forms-from-a-transaction/    
Delete a Transaction (zipForm Mobile) https://ziplogix.com/knowledge-base/how-to-delete-a-transaction-3/ About Transactions (zipForm Edition) https://ziplogix.com/knowledge-base/about-transactions/
Delete a Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-delete-a-transaction/
Make a Copy of a Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/new-how-to-make-a-copy-of-a-transaction-in-zipform-plus/
Multi-transaction view (zipForm Edition) https://ziplogix.com/knowledge-base/multi-transaction-view/
Switch between list and tile view (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-switch-views-list-and-tile-view/
View document or transaction history (zipForm Edition) https://ziplogix.com/knowledge-base/viewing-document-or-transaction-history/
June 30, 2020
Forgot Password or Username (zipForm Plus)

https://ziplogix.com/knowledge-base/forgot-password-or-username-in-zipform-plus-2/

Update or Retrieve Your Password (zipForm Edition) https://ziplogix.com/knowledge-base/update-or-retrieve-your-password/
Reset Your Password (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-reset-your-password-in-zipform-plus/
Forgot your Username/Password (zipForm Mobile) https://ziplogix.com/knowledge-base/forgot-your-usernamepassword/
How to integrate your zipForm® Plus account with Lone Wolf Link https://ziplogix.com/wp-content/uploads/2020/01/Lone-Wolf-Link-for-zipTMS11619-005.pdf Set Up the Back Office Integration with Lone Wolf Transactions – zipForm Edition https://ziplogix.com/knowledge-base/set-up-the-back-office-integration-with-lone-wolf-transactions-zipform-edition/
Create a new template (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-create-a-new-template/ Create a transaction template (zipForm Edition) https://ziplogix.com/knowledge-base/create-a-transaction-template/
Template Creation (zipForm Plus) https://ziplogix.com/knowledge-base/template-creation-support-guide-in-zipform-plus
Creating Templates (PDF) https://ziplogix.com/wp-content/uploads/2017/10/Template-Creation-Support-PDF-for-the-new-UI.pdf
Managing Transactions (Template Creation) with zipTMS® (PDF Document) https://ziplogix.com/wp-content/uploads/2019/03/Managing-Transactions-with-zipTMS%C2%AE.pdf
Set Auto Apply Template Settings (zipForm Plus) https://ziplogix.com/knowledge-base/set-auto-apply-template-settings-2/
Add a folder (zipForm Mobile) https://ziplogix.com/knowledge-base/how-to-add-a-folder/ Add a Folder to a Transaction or Template (zipForm Edition) https://ziplogix.com/knowledge-base/add-a-folder-to-a-transaction-or-template
Add a Folder to a Transaction (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-add-a-folder-to-your-transaction/    
Create a checklist in a template (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-create-a-new-checklist-with-in-a-template-in-ziptms Create a Checklist (zipForm Edition) https://ziplogix.com/knowledge-base/create-a-checklist/
Create a new checklist (zipForm Plus) https://ziplogix.com/knowledge-base/create-new-checklist-transaction/    
Create a Document Placeholder (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-create-a-document-placeholder/ Add a Document Placeholder to a Transaction or Template (zipForm Edition) https://ziplogix.com/knowledge-base/add-a-document-placeholder-to-a-transaction-or-template
Add a Note to a Form (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-add-notes-to-forms-in-zipform-plus/ Prepare a form for signing (zipForm Edition) https://ziplogix.com/knowledge-base/prepare-a-form-for-signing/
Add a Note to a Form (zipForm Mobile) https://ziplogix.com/knowledge-base/add-notes-form-2/
Apply a Clause to a Form (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-apply-a-clause-to-a-form/
Highlight Text on a Form (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-highlight-text-on-a-form/
Strikeout Text on a Form (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-strikeout-text-on-a-form/
HighLight Text (zipForm Mobile)  
Use Strikeout (zipForm Mobile) https://ziplogix.com/knowledge-base/how-to-use-strikeout/
Add a Photo to a Form (zipForm Mobile) https://ziplogix.com/knowledge-base/add-photo-form/
Use Fastfill (zipForm Mobile) https://ziplogix.com/knowledge-base/how-to-use-fastfill/
Access Collaborate as a Client (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-access-collaborate-as-a-client/
Use E-Sign Templates (zipForm Plus) https://ziplogix.com/knowledge-base/quick-tips-using-e-sign-templates-for-ziplogix-digital-ink/
Use MLS-Connect (zipForm Plus) https://ziplogix.com/wp-content/uploads/2018/04/zipFormMLS-ConnectRFINAL-GuideCMM-4.3.18-2.pdf
  https://ziplogix.com/knowledge-base/quick-tips-zipformmls-connect-2/
Add a Clause to a Form (zipForm Mobile) https://ziplogix.com/knowledge-base/add-clauses-forms/
Approve a transaction as an administrator (zipForm Plus) https://ziplogix.com/knowledge-base/transaction-approval-approving-a-transaction-adminstrator-level/ Review and Approve or Reject a Document (zipForm Edition) https://ziplogix.com/knowledge-base/review-and-approve-or-reject-a-document/
Approve Multiple Transactions as an administrator (zipForm Plus) https://ziplogix.com/knowledge-base/transaction-approval-approving-multiple-transactions-adminstrator-level/
Mark a Transaction for Approval as an Agent (zipForm Plus) https://ziplogix.com/knowledge-base/transaction-approval-how-to-mark-a-transaction-for-approval-agent-level/
Mark Multiple Transactions for Approval as an Agent (zipForm Plus) https://ziplogix.com/knowledge-base/transaction-approval-marking-multiple-transactions-for-approval-agent-level
Approve a Document as an Administrator (zipForm Plus) https://ziplogix.com/knowledge-base/document-approval-approving-a-document-administrator-level-in-zipform-plus/
Approve Multiple Documents as an Administrator (zipForm Plus) https://ziplogix.com/knowledge-base/document-approval-approving-multiple-documents-adminstrator-level/
Create a task (zipForm Plus) https://ziplogix.com/knowledge-base/create-task-transaction/ Add a Task to a Checklist (zipForm Edition) https://ziplogix.com/knowledge-base/add-a-task-to-a-checklist/
Create a Document Task Placeholder (zipForm Plus) https://ziplogix.com/knowledge-base/create-document-task-placeholder/
Add a comment to a task (zipForm Plus) https://ziplogix.com/knowledge-base/adding-comments-tasks/
Apply a Template to an Existing Transaction (zipForm Mobile) https://ziplogix.com/knowledge-base/apply-template-existing-transaction-2/ Apply a Template to a Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/apply-a-template-to-a-transaction
Apply a Template to an Existing Transaction https://ziplogix.com/knowledge-base/how-to-apply-a-template-to-an-existing-transaction/    
Create a New Transaction (zipForm Plus) https://ziplogix.com/knowledge-base/quick-tips-creating-a-new-transaction-in-zipform-plus/ Create a Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/create-a-transaction/
Create a transaction for an agent (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-create-a-transaction-for-an-agent/
Add a Property Photo to a Transaction (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-add-a-property-photo-to-a-transaction/
Use MLS-Connect (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-use-mls-connect-in-zipform-plus/
Create a Transaction (zipForm Mobile) https://ziplogix.com/knowledge-base/how-to-create-a-transaction/
Create a Transaction Using a Template (zipForm Mobile) https://ziplogix.com/knowledge-base/create-transaction-using-template/
Create a Transaction as a transaction coordinator (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-create-a-transaction-transaction-coordinator/
MLS-Connect (zipForm Mobile) https://ziplogix.com/knowledge-base/use-mls-connect-2/
Quick Tips (zipForm Plus) https://ziplogix.com/knowledge-base/quick-tips-zipform-plus/
zipFormMLS-Connect® Quick Tips https://www.ziplogix.com/wp-content/uploads/2018/04/zipFormMLS-ConnectRFINAL-GuideCMM-4.3.18-2.pdf
  https://ziplogix.com/knowledge-base/quick-tips-zipformmls-connect-2/
EliteAgent by zipLogix™: OfferPlace™ (PDF Document) https://ziplogix.com/wp-content/uploads/2019/04/Offer-Place-Guide-04-15.pdf
zipForm Record-Connect™Quick Tips (PDF Document) https://www.ziplogix.com/wp-content/uploads/2018/06/FIRecord-Connect-6_25_2018CMM-002.pdf
Apply a Saved Template to a New Transaction in zipForm Plus https://ziplogix.com/knowledge-base/how-to-apply-a-saved-template-to-a-new-transaction/
zipForm Plus: Creating a New Transaction (PDF Document) https://ziplogix.com/wp-content/uploads/2019/04/Creating-a-New-Transaction-in-zipForm%C2%AE-Plus.pdf
View an Office or User Task (zipForm Plus) https://ziplogix.com/knowledge-base/viewing-an-office-or-user-tasks/ About Checklists and Tasks (zipForm Edition) https://ziplogix.com/knowledge-base/about-checklists-and-tasks/
Organize Tasks (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-organize-tasks/
Sort Tasks (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-sort-tasks/
Delete a Task (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-delete-a-task/
Edit a Task (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-edit-a-task/
Urgent Tasks (zipForm Plus) https://ziplogix.com/knowledge-base/urgent-tasks/
Email all tasks (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-email-all-tasks/
Email a checklist (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-email-a-checklist/
Print a Checklist (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-print-a-checklist/
Print All Tasks (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-print-all-tasks/
Establishing Tasks with zipTMS (PDF Document) https://ziplogix.com/wp-content/uploads/2019/03/Establishing-Tasks-with-zipTMS%C2%AE.pdf
Add a Profile Photo (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-add-a-profile-photo-to-zipform-plus/ Set Up Your User Profile as a New Agent User (zipForm Edition) https://ziplogix.com/knowledge-base/set-up-your-user-profile-as-a-new-agent-user
Change General Options (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-change-general-options/
Change Notification Settings for Tasks (zipForm Plus) https://ziplogix.com/knowledge-base/change-notification-settings-tasks-2/
Change the Order in which the Form Libraries Appear on the Select Library List (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-change-the-order-in-which-the-form-libraries-appear-on-the-select-library-list/
Create an Email Signature (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-create-an-email-signature/
Select a Default E-Signature Solution (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-select-your-default-e-signature-solution/
disable digital ink email notifications (zipForm Plus) https://ziplogix.com/knowledge-base/stop-ziplogix-digital-ink-sending-email-notifications/
Selecting Your Default E-Signature Time Zone https://ziplogix.com/knowledge-base/selecting-your-default-e-signature-time-zone/
Add a Form to a Transaction (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-add-forms-to-a-transaction-in-zipform-plus/ Add a Document or Form to a Transaction or Template (zipForm Edition) https://ziplogix.com/knowledge-base/add-a-document-or-form-to-a-transaction-or-template
Access Additional Form Libraries within a Transaction or Template (zipForm Plus) https://ziplogix.com/knowledge-base/accessing-additional-form-libraries-within-a-transaction-or-template-2/
Add a Form to a Transaction (zipForm Mobile) https://ziplogix.com/knowledge-base/add-forms-transaction-2/
Add a Document to a Transaction (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-add-a-document-to-your-transaction-pdf/
Move a Document into a Folder (zipForm Mobile) https://ziplogix.com/knowledge-base/move-documents-folder/
zipAlliance® Guide – Partner Services (organizemeforms)(PDF Document) https://ziplogix.com/wp-content/uploads/2018/08/Partner-Guides-OrganizeMeForms.pdf
Use Collaborate (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-use-collaborate-with-zipform-plus2/ Share a Document or Form with a Party (zipForm Edition) https://ziplogix.com/knowledge-base/share-a-document-or-form-with-a-party
zipCommunity™Quick Start Guide (PDF Document) https://ziplogix.com/wp-content/uploads/2018/01/zipcomm-Guide-12-06-2017.pdf
Add Multiple Parties to Collaborate (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-add-multiple-parties-to-collaborate-with-zipform-plus/
Send an E-Signature Packet (zipForm Plus) https://ziplogix.com/knowledge-base/send-e-signature-packet-2/ Send Documents and Forms for Signing (zipForm Edition) https://ziplogix.com/knowledge-base/send-documents-and-forms-for-signing
Send a Transaction for Signature using DocuSign (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-send-transactions-for-signature-using-docusign/
Send an e-Signature Packet (zipForm Mobile) https://ziplogix.com/knowledge-base/send-signature-packet-2/
Cybersecurity Protection (zipForm Plus) https://ziplogix.com/knowledge-base/ziplogix-digital-ink-cybersecurity-protection/
use zipLogix Digital Ink®Guide2017 (PDF Document) https://ziplogix.com/wp-content/uploads/2017/11/2017-zipLogix%E2%84%A2-Digital-Ink-How-To-Use.pdf
zipLogix Digital Ink®User Support Guide (PDF Document) https://ziplogix.com/wp-content/uploads/2017/10/ZDigitalInk-Guide-General-User-Support-GuideVS2-1.pdf
EliteAgent by zipLogix Quick Tips (PDF Document) https://ziplogix.com/wp-content/uploads/2019/01/EliteAgent_CMM_01_24_19_VS1-002LESCP-01_29_19FIN..pdf
Use E-Sign Templates (zipForm Plus) https://ziplogix.com/wp-content/uploads/2018/05/E-signature-templates-in-zipForm-Plus-FinalCMM.pdf
Document and Transaction Approval (zipForm Plus) https://ziplogix.com/knowledge-base/what-is-document-and-transaction-approval About Transactions (zipForm Edition) https://ziplogix.com/knowledge-base/about-transactions/
Use the Mortgage Calculator (zipForm Plus) https://ziplogix.com/knowledge-base/use-mortgage-calculator-2/
Copy a Transaction with Checklists and Comments (zipForm Plus) https://ziplogix.com/knowledge-base/copy-transaction-checklists-comments
Delete a Party Selected for Collaborate (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-delete-a-party-selected-for-collaborate
Copy a PDF to another Transaction (zipForm Plus) https://ziplogx.com/knowledge-base/how-to-copy-a-pdf-to-another-transaction
Print a transaction (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-print-a-transaction
Print a note in a transaction (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-print-notes-in-a-transaction
Search for a Transaction (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-search-for-transactions/
Search for a Transaction (zipForm Mobile) https://ziplogix.com/knowledge-base/how-to-search-for-a-transaction/
Filter, Search, and Sort the List of Transactions (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-filter-search-and-sort-transactions-in-zipform-plus/
Email to Transaction (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-email-to-transaction/
Email to Transaction (zipForm Mobile) https://ziplogix.com/knowledge-base/use-email-transaction-2/
Email a note (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-email-notes/
Add a note to a transaction (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-add-notes-to-a-transaction/
Change the name of a transaction https://ziplogix.com/knowledge-base/how-to-change-the-name-of-a-transaction/
Fill Out Information by Parties and Properties (zipForm Mobile) https://ziplogix.com/knowledge-base/fill-information-parties-properties/
Access collaborate as a client https://ziplogix.com/knowledge-base/how-to-access-collaborate-as-a-client/
preview a form (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-preview-a-form/ About Documents and Forms (zipForm Edition) https://ziplogix.com/knowledge-base/about-documents-and-forms
hide a form (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-hide-forms/
print a blank form (zipform Plus) https://ziplogix.com/knowledge-base/how-to-print-a-blank-form-2/
print a sample form (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-print-a-sample-form/
print a document (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-print-a-document-2/
Search for a form (zipForm Plus) https://ziplogix.com/knowledge-base/how-to-search-for-a-form/
July 17, 2020
Modify an e-signature packet (zipForm Edition) https://ziplogix.com/knowledge-base/modify-e-signature-packet-3/ About Signings (zipForm Edition) https://ziplogix.com/knowledge-base/about-signings/
Modify an e-signature packet (zipForm Mobile) https://ziplogix.com/knowledge-base/modify-e-signature-packet-2/    
Close a Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-close-a-transaction-3/ Close a Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/close-a-transaction/
Find and Re-open a Closed Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-find-a-closed-transaction-and-re-open-3/    
Set a Document Due Date (zipForm Mobile) https://ziplogix.com/knowledge-base/set-document-due-date/ Add a Due Date to a Document or Folder in a Transaction or Template




https://ziplogix.com/knowledge-base/add-a-due-date-to-a-document-or-folder-in-a-transaction-or-template




Create a Document Due Date (zipForm Edition) https://ziplogix.com/knowledge-base/create-document-due-date/
Edit a Document Due Date (zipForm Edition) https://ziplogix.com/knowledge-base/edit-document-due-date/
Remove a Document Due Date (zipForm Edition) https://ziplogix.com/knowledge-base/remove-document-due-date/
zipForm Plus Quick Start Guide: DocInbox https://ziplogix.com/wp-content/uploads/2019/07/zipFormPlus-Quick-Start-Guide-DocInbox-2.pdf Add a Document with No Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/add-a-document-with-no-transaction/
Split a PDF Document (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-split-a-pdf-document/ Split a PDF into Multiple Documents (zipForm Edition) https://ziplogix.com/knowledge-base/split-a-pdf-into-multiple-documents
Export and Import a Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-export-and-import-transactions-in-zipform-plus/ Export or Import a Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/export-or-import-a-transaction/
View or Re-Assign an Agent’s Transaction (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-view-or-re-assign-a-agents-transaction/ Assign a Transaction to Another Agent (zipForm Edition) https://ziplogix.com/knowledge-base/assign-a-transaction-to-another-agent
July 16, 2020
Digital Ink Credits (zipForm Edition) https://ziplogix.com/knowledge-base/ziplogix-digital-ink-credit-2/ About Signings (zipForm Edition)

https://ziplogix.com/knowledge-base/about-signings/

Cancel an E-Signature Packet (zipForm Mobile) https://ziplogix.com/knowledge-base/cancel-e-signature-packet/
Check the Status of an E-Signature Packet (zipForm Edition) https://ziplogix.com/knowledge-base/how-to-check-the-status-of-a-e-signature-packet-ziplogix-digital-ink-in-zipform-plus/
Check the Status of an E-Signature Packet (zipForm Mobile) https://ziplogix.com/knowledge-base/how-to-check-the-status-of-a-signature-packet-in-zipform-mobile/
Cancel an E-Signature Packet (zipForm Edition) https://ziplogix.com/knowledge-base/cancel-e-signature-packet-2/
View a Signed Document (zipForm Mobile) https://ziplogix.com/knowledge-base/view-signed-document/
July 13, 2020
Resend an E-signature Packet (zipForm Edition) https://ziplogix.com/knowledge-base/resend-e-signature-packet-3/ Resend Documents and Forms for Signing (zipForm Edition) https://ziplogix.com/knowledge-base/resend-documents-and-forms-for-signing/
Resend an E-signature Packet (zipForm Mobile) https://ziplogix.com/knowledge-base/resend-e-signature-packet-2/    

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