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■ Transactions (zipForm Edition) with Back Office Link Integration
Transactions (zipForm Edition) with Back Office Link Integration
April 1, 2021 @ 12:00 pm - 1:00 pm
Come join us for this Webinar showcasing the integration with Transactions (zipForm Edition) and Back Office (BrokerWOLF)
Objectives: 1) Profile & Settings 2) Navigation Bar/Dashboard/Admin Tab 3) Templates (Document Tools, Placeholders, and Checklists) 4) Transaction Creation 5) Both sides of the Approval Process for Transactions, Documents, and Tasks 6) Understanding the Back Office Integration 7) Managing Back Office notifications and classifications 8) Key fields and financial milestones 9) Finalizing Deals - How Back Office populates Transactions (zipForm Edition)
Register Now!
Register for this SIMULATED Webinar.
See more details
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■ Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics
Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics
April 1, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase III (session 1): Brokers’ Path (multi-user accounts) Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features.
1. Why a Multi-user account? 2. Explore the Broker Dashboard 3. ListFlash® Introduction 4. Explore the Administrative Tab 5. Add/Edit Agents and Offices 6. Reassign Transactions 7. Introduce Admin. access in zipForm® Mobile
This course is the first of a two-part series of courses within the Phase III learning path. Continue on your path by also registering for:
• Transaction Management for Brokers
Register Now!!!
Register for this SIMULATED Webinar
See more details
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■ Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: Transaction Management for Brokers
Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: Transaction Management for Brokers
April 1, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase III (session 2): Brokers’ Path (multi-user accounts).
Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features inn conjunction with Transaction Management.
1. What is Transaction Management? 2. Explore and understand Tasks 3. View Transactions (zipForm Edition) Notifications for Tasks 4. Create a new Enforced (Listing) Template including a Checklist & Placeholder 5. Add the Template to a Transaction 6. Create a ListFlash® 7. Approve Transactions & Documents 8. Set Document Approval Status 9. Collaborate with Team using Share tools in zipCommunity™ 10. Display Transaction History / Recent Activities
This course completes the series of courses within the Phase III Brokers’ learning path.
Register Now!!!
Register for this Live WEBINAR
See more details
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2
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■ Phase I (session 2): Transaction Management Fundamentals
Phase I (session 2): Transaction Management Fundamentals
April 2, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time.
1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist 3) Add Template to a new Transaction 4) Explore Transaction Summary Transaction Management Functionality 5) Explore the Agent Dashboard/populate graphs 6) Display and discuss Transaction History and Recent Activities 7) Transactions (zipForm Edition) Guided Help
This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for:
• zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Register Now!!!
Register for this SIMULATED webinar
See more details
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■ Phase II (session 3): zipForm® Mobile & TouchSign®
Phase II (session 3): zipForm® Mobile & TouchSign®
April 2, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®.
1) Learn the difference between a zipForm® Mobile subscription and Member Benefit 2) Understand the zipForm® Mobile system requirements for Apple and Android Products 3) Navigate within the zipForm® Mobile platform 4) Create a new template in a transaction 5) Add documents and template to a transaction 6) Get contracts signed via TouchSign® 7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile
This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features!
Register Now!!!
Register for this SIMULATED Webinar
See more details
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3
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■ Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
April 3, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase I (session 3): New to Transactions (zipForm Edition) This learning path will have you closing DEALS in no time.
1) Understand the difference between a zipLogix Digital Ink® 2.0 subscription and zipLogix Digital Ink® 2.0 member benefit 2) Configuring your account for using zipLogix Digital Ink® 2.0 3) Three steps to setting up and sending your digital signing packet 4) Review the signing editor 5) Checking status of a signing packet 6) Navigate the digital signing process 7) Access/Review copies of signed documents 8) Understand the importance of cybersecurity and two-factor authentication
This course completes the series of courses within the Phase I Fundamentals Learning Path. Now that you are a confident user, continue to Phase II in your path of learning more Transactions (zipForm Edition) features!
Register Now!!!
Register for this SIMULATED webinar
See more details
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4
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■ Phase II (session 1): Transactions (zipForm Edition) Advanced Features
Phase II (session 1): Transactions (zipForm Edition) Advanced Features
April 4, 2021 @ 7:00 pm - 8:00 pm
GoToWebinar
Phase II (session 1): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition), for efficient, time-saving workflow processes.
1) Explore the Transaction Tools from the home page 2) Create a Transaction and Review Transaction Summary 3) Add and Organize Forms and Documents within a Transaction 4) Create a PDF file and activate the PDF Split 5) Explore the Agent Dashboard and Graph population 6) Discover Doc Inbox 7) Collaborate with your team using the Collaboration Tools in zipCommunity™ 8) Send Transaction using zipLogix Digital Ink® 2.0
This course is the first of a series of courses in the Phase II Learning Path. Continue on your path by also registering for:
• Transaction Management Advanced Features • zipForm® Mobile and TouchSign®
Register Now!!!
Register for this SIMULATED Webinar
See more details
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5
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■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals
Phase I (session 1): Transactions (zipForm Edition) Fundamentals
April 5, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time.
1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer)
This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for:
• Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Register Now!!! Register for this SIMULATED Webinar
See more details
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■ Phase II (session 1): Transactions (zipForm Edition) Advanced Features
Phase II (session 1): Transactions (zipForm Edition) Advanced Features
April 5, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase II (session 1): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition), for efficient, time-saving workflow processes.
1) Explore the Transaction Tools from the home page 2) Create a Transaction and Review Transaction Summary 3) Add and Organize Forms and Documents within a Transaction 4) Create a PDF file and activate the PDF Split 5) Explore the Agent Dashboard and Graph population 6) Discover Doc Inbox 7) Collaborate with your team using the Collaboration Tools in zipCommunity™ 8) Send Transaction using zipLogix Digital Ink® 2.0
This course is the first of a series of courses in the Phase II Learning Path. Continue on your path by also registering for:
• Transaction Management Advanced Features • zipForm® Mobile and TouchSign®
Register Now!!!
Register for this SIMULATED Webinar
See more details
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6
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■ Phase I (session 2): Transaction Management Fundamentals
Phase I (session 2): Transaction Management Fundamentals
April 6, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time.
1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist 3) Add Template to a new Transaction 4) Explore Transaction Summary Transaction Management Functionality 5) Explore the Agent Dashboard/populate graphs 6) Display and discuss Transaction History and Recent Activities 7) Transactions (zipForm Edition) Guided Help
This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for:
• zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Register Now!!!
Register for this LIVE webinar
See more details
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■ Phase II (session 2): Transaction Management Advanced Features
Phase II (session 2): Transaction Management Advanced Features
April 6, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase II (session 2): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes.
1) Review Transaction Management functionality 2) Review Agent Dashboard and graph population 3) Revise a previous Template to include a Checklist with due dates 4) Create and manage new and existing Tasks via calendar, list, and board view 5) Use Cloud Integration Features and Options 6) View Transactions (zipForm Edition) Notifications for Tasks 7) Review Transaction-specific Tabs
This course is the second in a series of courses within the Phase II Learning Path. Continue on your path by also registering for:
• zipForm® Mobile and TouchSign®
Register Now!!! Register for this Simulated WEBINAR
See more details
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■ zipFormMLS-Connect® and Templates: The Leading Edge of Ease and Efficiency
zipFormMLS-Connect® and Templates: The Leading Edge of Ease and Efficiency
April 6, 2021 @ 7:00 pm - 8:00 pm
GoToWebinar
In this training session, you will learn how easy it is to manage your business with zipForm® Plus using zipFormMLS-Connect®. The objectives below are some of the key features and tools you will learn during this training session:
1. Creating Templates: Global/Office/Agent, Auto-applied, Enforced 2. Using zipFormMLS-Connect® and Login Requirements: - Case Sensitive? - What is the RETS Password and Where is it? - Re-syncing your account 3. Simplifying MLS Listing Search (Verifying Correct Region) 4. Alternate Access Locations for zipFormMLS-Connect® and Templates 5. Using both Templates and zipFormMLS-Connect® to populate New & Existing Transactions
Register Now!!! Register for this SIMULATED Webinar
See more details
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7
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■ Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
April 7, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase I (session 3): New to Transactions (zipForm Edition) This learning path will have you closing DEALS in no time.
1) Understand the difference between a zipLogix Digital Ink® 2.0 subscription and zipLogix Digital Ink® 2.0 member benefit 2) Configuring your account for using zipLogix Digital Ink® 2.0 3) Three steps to setting up and sending your digital signing packet 4) Review the signing editor 5) Checking status of a signing packet 6) Navigate the digital signing process 7) Access/Review copies of signed documents 8) Understand the importance of cybersecurity and two-factor authentication
This course completes the series of courses within the Phase I Fundamentals Learning Path. Now that you are a confident user, continue to Phase II in your path of learning more Transactions (zipForm Edition) features!
Register Now!!!
Register for this LIVE webinar
See more details
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■ Phase II (session 3): zipForm® Mobile & TouchSign®
Phase II (session 3): zipForm® Mobile & TouchSign®
April 7, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®.
1) Learn the difference between a zipForm® Mobile subscription and Member Benefit 2) Understand the zipForm® Mobile system requirements for Apple and Android Products 3) Navigate within the zipForm® Mobile platform 4) Create a new template in a transaction 5) Add documents and template to a transaction 6) Get contracts signed via TouchSign® 7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile
This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features!
Register Now!!!
Register for this Live Webinar
See more details
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8
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■ Transactions (zipForm Edition) with Back Office Link Integration
Transactions (zipForm Edition) with Back Office Link Integration
April 8, 2021 @ 12:00 pm - 1:00 pm
Come join us for this Webinar showcasing the integration with Transactions (zipForm Edition) and Back Office (BrokerWOLF)
Objectives: 1) Profile & Settings 2) Navigation Bar/Dashboard/Admin Tab 3) Templates (Document Tools, Placeholders, and Checklists) 4) Transaction Creation 5) Both sides of the Approval Process for Transactions, Documents, and Tasks 6) Understanding the Back Office Integration 7) Managing Back Office notifications and classifications 8) Key fields and financial milestones 9) Finalizing Deals - How Back Office populates Transactions (zipForm Edition)
Register Now!
Register for this LIVE Webinar
See more details
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■ Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics
Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics
April 8, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase III (session 1): Brokers’ Path (multi-user accounts) Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features.
1. Why a Multi-user account? 2. Explore the Broker Dashboard 3. ListFlash® Introduction 4. Explore the Administrative Tab 5. Add/Edit Agents and Offices 6. Reassign Transactions 7. Introduce Admin. access in zipForm® Mobile
This course is the first of a two-part series of courses within the Phase III learning path. Continue on your path by also registering for:
• Transaction Management for Brokers
Register Now!!!
Register for this SIMULATED Webinar
See more details
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■ Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: Transaction Management for Brokers
Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: Transaction Management for Brokers
April 8, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase III (session 2): Brokers’ Path (multi-user accounts).
Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features inn conjunction with Transaction Management.
1. What is Transaction Management? 2. Explore and understand Tasks 3. View Transactions (zipForm Edition) Notifications for Tasks 4. Create a new Enforced (Listing) Template including a Checklist & Placeholder 5. Add the Template to a Transaction 6. Create a ListFlash® 7. Approve Transactions & Documents 8. Set Document Approval Status 9. Collaborate with Team using Share tools in zipCommunity™ 10. Display Transaction History / Recent Activities
This course completes the series of courses within the Phase III Brokers’ learning path.
Register Now!!!
Register for this LIVE Webinar
See more details
• • •
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9
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■ Phase I (session 2): Transaction Management Fundamentals
Phase I (session 2): Transaction Management Fundamentals
April 9, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time.
1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist 3) Add Template to a new Transaction 4) Explore Transaction Summary Transaction Management Functionality 5) Explore the Agent Dashboard/populate graphs 6) Display and discuss Transaction History and Recent Activities 7) Transactions (zipForm Edition) Guided Help
This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for:
• zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Register Now!!!
Register for this SIMULATED webinar
See more details
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■ Phase II (session 3): zipForm® Mobile & TouchSign®
Phase II (session 3): zipForm® Mobile & TouchSign®
April 9, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®.
1) Learn the difference between a zipForm® Mobile subscription and Member Benefit 2) Understand the zipForm® Mobile system requirements for Apple and Android Products 3) Navigate within the zipForm® Mobile platform 4) Create a new template in a transaction 5) Add documents and template to a transaction 6) Get contracts signed via TouchSign® 7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile
This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features!
Register Now!!!
Register for this SIMULATED Webinar
See more details
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10
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■ Phase II (session 2): Transaction Management Advanced Features
Phase II (session 2): Transaction Management Advanced Features
April 10, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase II (session 2): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes.
1) Review Transaction Management functionality 2) Review Agent Dashboard and graph population 3) Revise a previous Template to include a Checklist with due dates 4) Create and manage new and existing Tasks via calendar, list, and board view 5) Use Cloud Integration Features and Options 6) View Transactions (zipForm Edition) Notifications for Tasks 7) Review Transaction-specific Tabs
This course is the second in a series of courses within the Phase II Learning Path. Continue on your path by also registering for:
• zipForm® Mobile and TouchSign®
Register Now!!! Register for this Simulated Webinar
See more details
•
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11
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■ Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics
Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics
April 11, 2021 @ 7:00 pm - 8:00 pm
GoToWebinar
Phase III (session 1): Brokers’ Path (multi-user accounts) Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features.
1. Why a Multi-user account? 2. Explore the Broker Dashboard 3. ListFlash® Introduction 4. Explore the Administrative Tab 5. Add/Edit Agents and Offices 6. Reassign Transactions 7. Introduce Admin. access in zipForm® Mobile
This course is the first of a two-part series of courses within the Phase III learning path. Continue on your path by also registering for:
• Transaction Management for Brokers
Register Now!!!
Register for this SIMULATED Webinar
See more details
•
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12
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■ Phase II (session 1): Transactions (zipForm Edition) Advanced Features
Phase II (session 1): Transactions (zipForm Edition) Advanced Features
April 12, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase II (session 1): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition), for efficient, time-saving workflow processes.
1) Explore the Transaction Tools from the home page 2) Create a Transaction and Review Transaction Summary 3) Add and Organize Forms and Documents within a Transaction 4) Create a PDF file and activate the PDF Split 5) Explore the Agent Dashboard and Graph population 6) Discover Doc Inbox 7) Collaborate with your team using the Collaboration Tools in zipCommunity™ 8) Send Transaction using zipLogix Digital Ink® 2.0
This course is the first of a series of courses in the Phase II Learning Path. Continue on your path by also registering for:
• Transaction Management Advanced Features • zipForm® Mobile and TouchSign®
Register Now!!!
Register for this SIMULATED Webinar
See more details
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■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals
Phase I (session 1): Transactions (zipForm Edition) Fundamentals
April 12, 2021 @ 8:00 pm - 9:00 pm
GoToWebinar
Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time.
1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer)
This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for:
• Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Register Now!!! Register for this SIMULATED Webinar
See more details
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13
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■ Phase I (session 2): Transaction Management Fundamentals
Phase I (session 2): Transaction Management Fundamentals
April 13, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time.
1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist 3) Add Template to a new Transaction 4) Explore Transaction Summary Transaction Management Functionality 5) Explore the Agent Dashboard/populate graphs 6) Display and discuss Transaction History and Recent Activities 7) Transactions (zipForm Edition) Guided Help
This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for:
• zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Register Now!!!
Register for this SIMULATED Webinar
See more details
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■ Phase II (session 2): Transaction Management Advanced Features
Phase II (session 2): Transaction Management Advanced Features
April 13, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase II (session 2): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes.
1) Review Transaction Management functionality 2) Review Agent Dashboard and graph population 3) Revise a previous Template to include a Checklist with due dates 4) Create and manage new and existing Tasks via calendar, list, and board view 5) Use Cloud Integration Features and Options 6) View Transactions (zipForm Edition) Notifications for Tasks 7) Review Transaction-specific Tabs
This course is the second in a series of courses within the Phase II Learning Path. Continue on your path by also registering for:
• zipForm® Mobile and TouchSign®
Register Now!!! Register for this Simulated WEBINAR
See more details
• •
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14
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■ Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
April 14, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase I (session 3): New to Transactions (zipForm Edition) This learning path will have you closing DEALS in no time.
1) Understand the difference between a zipLogix Digital Ink® 2.0 subscription and zipLogix Digital Ink® 2.0 member benefit 2) Configuring your account for using zipLogix Digital Ink® 2.0 3) Three steps to setting up and sending your digital signing packet 4) Review the signing editor 5) Checking status of a signing packet 6) Navigate the digital signing process 7) Access/Review copies of signed documents 8) Understand the importance of cybersecurity and two-factor authentication
This course completes the series of courses within the Phase I Fundamentals Learning Path. Now that you are a confident user, continue to Phase II in your path of learning more Transactions (zipForm Edition) features!
Register Now!!!
Register for this SIMULATED webinar
See more details
-
■ Phase II (session 3): zipForm® Mobile & TouchSign®
Phase II (session 3): zipForm® Mobile & TouchSign®
April 14, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®.
1) Learn the difference between a zipForm® Mobile subscription and Member Benefit 2) Understand the zipForm® Mobile system requirements for Apple and Android Products 3) Navigate within the zipForm® Mobile platform 4) Create a new template in a transaction 5) Add documents and template to a transaction 6) Get contracts signed via TouchSign® 7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile
This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features!
Register Now!!!
Register for this Live Webinar
See more details
-
■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals
Phase I (session 1): Transactions (zipForm Edition) Fundamentals
April 14, 2021 @ 8:00 pm - 9:00 pm
GoToWebinar
Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time.
1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer)
This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for:
• Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Register Now!!! Register for this SIMULATED Webinar
See more details
• • •
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15
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■ Transactions (zipForm Edition) with Back Office Link Integration
Transactions (zipForm Edition) with Back Office Link Integration
April 15, 2021 @ 12:00 pm - 1:00 pm
Come join us for this Webinar showcasing the integration with Transactions (zipForm Edition) and Back Office (BrokerWOLF)
Objectives: 1) Profile & Settings 2) Navigation Bar/Dashboard/Admin Tab 3) Templates (Document Tools, Placeholders, and Checklists) 4) Transaction Creation 5) Both sides of the Approval Process for Transactions, Documents, and Tasks 6) Understanding the Back Office Integration 7) Managing Back Office notifications and classifications 8) Key fields and financial milestones 9) Finalizing Deals - How Back Office populates Transactions (zipForm Edition)
Register Now!
Register for this SIMULATED Webinar.
See more details
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■ Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics
Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics
April 15, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase III (session 1): Brokers’ Path (multi-user accounts) Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features.
1. Why a Multi-user account? 2. Explore the Broker Dashboard 3. ListFlash® Introduction 4. Explore the Administrative Tab 5. Add/Edit Agents and Offices 6. Reassign Transactions 7. Introduce Admin. access in zipForm® Mobile
This course is the first of a two-part series of courses within the Phase III learning path. Continue on your path by also registering for:
• Transaction Management for Brokers
Register Now!!!
Register for this LIVE Webinar
See more details
-
■ Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: Transaction Management for Brokers
Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: Transaction Management for Brokers
April 15, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase III (session 2): Brokers’ Path (multi-user accounts).
Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features inn conjunction with Transaction Management.
1. What is Transaction Management? 2. Explore and understand Tasks 3. View Transactions (zipForm Edition) Notifications for Tasks 4. Create a new Enforced (Listing) Template including a Checklist & Placeholder 5. Add the Template to a Transaction 6. Create a ListFlash® 7. Approve Transactions & Documents 8. Set Document Approval Status 9. Collaborate with Team using Share tools in zipCommunity™ 10. Display Transaction History / Recent Activities
This course completes the series of courses within the Phase III Brokers’ learning path.
Register Now!!!
Register for this SIMULATED Webinar
See more details
• • •
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16
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■ Phase I (session 2): Transaction Management Fundamentals
Phase I (session 2): Transaction Management Fundamentals
April 16, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time.
1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist 3) Add Template to a new Transaction 4) Explore Transaction Summary Transaction Management Functionality 5) Explore the Agent Dashboard/populate graphs 6) Display and discuss Transaction History and Recent Activities 7) Transactions (zipForm Edition) Guided Help
This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for:
• zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Register Now!!!
Register for this SIMULATED Webinar
See more details
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■ Phase II (session 3): zipForm® Mobile & TouchSign®
Phase II (session 3): zipForm® Mobile & TouchSign®
April 16, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®.
1) Learn the difference between a zipForm® Mobile subscription and Member Benefit 2) Understand the zipForm® Mobile system requirements for Apple and Android Products 3) Navigate within the zipForm® Mobile platform 4) Create a new template in a transaction 5) Add documents and template to a transaction 6) Get contracts signed via TouchSign® 7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile
This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features!
Register Now!!!
Register for this SIMULATED Webinar
See more details
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17
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■ Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: Transaction Management for Brokers
Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: Transaction Management for Brokers
April 17, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase III (session 2): Brokers’ Path (multi-user accounts).
Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features inn conjunction with Transaction Management.
1. What is Transaction Management? 2. Explore and understand Tasks 3. View Transactions (zipForm Edition) Notifications for Tasks 4. Create a new Enforced (Listing) Template including a Checklist & Placeholder 5. Add the Template to a Transaction 6. Create a ListFlash® 7. Approve Transactions & Documents 8. Set Document Approval Status 9. Collaborate with Team using Share tools in zipCommunity™ 10. Display Transaction History / Recent Activities
This course completes the series of courses within the Phase III Brokers’ learning path.
Register Now!!!
Register for this SIMULATED Webinar
See more details
•
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18
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■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals
Phase I (session 1): Transactions (zipForm Edition) Fundamentals
April 18, 2021 @ 7:00 pm - 8:00 pm
GoToWebinar
Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time.
1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer)
This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for:
• Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Register Now!!! Register for this SIMULATED Webinar
See more details
•
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20
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■ Phase II (session 2): Transaction Management Advanced Features
Phase II (session 2): Transaction Management Advanced Features
April 20, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase II (session 2): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes.
1) Review Transaction Management functionality 2) Review Agent Dashboard and graph population 3) Revise a previous Template to include a Checklist with due dates 4) Create and manage new and existing Tasks via calendar, list, and board view 5) Use Cloud Integration Features and Options 6) View Transactions (zipForm Edition) Notifications for Tasks 7) Review Transaction-specific Tabs
This course is the second in a series of courses within the Phase II Learning Path. Continue on your path by also registering for:
• zipForm® Mobile and TouchSign®
Register Now!!! Register for this Simulated WEBINAR
See more details
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■ zipFormMLS-Connect® and Templates: The Leading Edge of Ease and Efficiency
zipFormMLS-Connect® and Templates: The Leading Edge of Ease and Efficiency
April 20, 2021 @ 7:00 pm - 8:00 pm
GoToWebinar
In this training session, you will learn how easy it is to manage your business with zipForm® Plus using zipFormMLS-Connect®. The objectives below are some of the key features and tools you will learn during this training session:
1. Creating Templates: Global/Office/Agent, Auto-applied, Enforced 2. Using zipFormMLS-Connect® and Login Requirements: - Case Sensitive? - What is the RETS Password and Where is it? - Re-syncing your account 3. Simplifying MLS Listing Search (Verifying Correct Region) 4. Alternate Access Locations for zipFormMLS-Connect® and Templates 5. Using both Templates and zipFormMLS-Connect® to populate New & Existing Transactions
Register Now!!! Register for this SIMULATED webinar
See more details
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21
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■ Phase II (session 3): zipForm® Mobile & TouchSign®
Phase II (session 3): zipForm® Mobile & TouchSign®
April 21, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®.
1) Learn the difference between a zipForm® Mobile subscription and Member Benefit 2) Understand the zipForm® Mobile system requirements for Apple and Android Products 3) Navigate within the zipForm® Mobile platform 4) Create a new template in a transaction 5) Add documents and template to a transaction 6) Get contracts signed via TouchSign® 7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile
This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features!
Register Now!!!
Register for this SIMULATED Webinar
See more details
•
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22
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■ Transactions (zipForm Edition) with Back Office Link Integration
Transactions (zipForm Edition) with Back Office Link Integration
April 22, 2021 @ 12:00 pm - 1:00 pm
Come join us for this Webinar showcasing the integration with Transactions (zipForm Edition) and Back Office (BrokerWOLF)
Objectives: 1) Profile & Settings 2) Navigation Bar/Dashboard/Admin Tab 3) Templates (Document Tools, Placeholders, and Checklists) 4) Transaction Creation 5) Both sides of the Approval Process for Transactions, Documents, and Tasks 6) Understanding the Back Office Integration 7) Managing Back Office notifications and classifications 8) Key fields and financial milestones 9) Finalizing Deals - How Back Office populates Transactions (zipForm Edition)
Register Now!
Register for this LIVE Webinar
See more details
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■ Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics
Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics
April 22, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase III (session 1): Brokers’ Path (multi-user accounts) Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features.
1. Why a Multi-user account? 2. Explore the Broker Dashboard 3. ListFlash® Introduction 4. Explore the Administrative Tab 5. Add/Edit Agents and Offices 6. Reassign Transactions 7. Introduce Admin. access in zipForm® Mobile
This course is the first of a two-part series of courses within the Phase III learning path. Continue on your path by also registering for:
• Transaction Management for Brokers
Register Now!!!
Register for this LIVE Webinar
See more details
-
■ Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: Transaction Management for Brokers
Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: Transaction Management for Brokers
April 22, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase III (session 2): Brokers’ Path (multi-user accounts).
Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features inn conjunction with Transaction Management.
1. What is Transaction Management? 2. Explore and understand Tasks 3. View Transactions (zipForm Edition) Notifications for Tasks 4. Create a new Enforced (Listing) Template including a Checklist & Placeholder 5. Add the Template to a Transaction 6. Create a ListFlash® 7. Approve Transactions & Documents 8. Set Document Approval Status 9. Collaborate with Team using Share tools in zipCommunity™ 10. Display Transaction History / Recent Activities
This course completes the series of courses within the Phase III Brokers’ learning path.
Register Now!!!
Register for this SIMULATED Webinar
See more details
• • •
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23
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■ Phase I (session 2): Transaction Management Fundamentals
Phase I (session 2): Transaction Management Fundamentals
April 23, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time.
1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist 3) Add Template to a new Transaction 4) Explore Transaction Summary Transaction Management Functionality 5) Explore the Agent Dashboard/populate graphs 6) Display and discuss Transaction History and Recent Activities 7) Transactions (zipForm Edition) Guided Help
This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for:
• zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Register Now!!!
Register for this SIMULATED Webinar
See more details
-
■ Phase II (session 3): zipForm® Mobile & TouchSign®
Phase II (session 3): zipForm® Mobile & TouchSign®
April 23, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®.
1) Learn the difference between a zipForm® Mobile subscription and Member Benefit 2) Understand the zipForm® Mobile system requirements for Apple and Android Products 3) Navigate within the zipForm® Mobile platform 4) Create a new template in a transaction 5) Add documents and template to a transaction 6) Get contracts signed via TouchSign® 7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile
This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features!
Register Now!!!
Register for this SIMULATED webinar
See more details
• •
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24
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■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals
Phase I (session 1): Transactions (zipForm Edition) Fundamentals
April 24, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time.
1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer)
This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for:
• Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Register Now!!! Register for this SIMULATED Webinar
See more details
•
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25
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26
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27
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■ Phase I (session 2): Transaction Management Fundamentals
Phase I (session 2): Transaction Management Fundamentals
April 27, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time.
1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist 3) Add Template to a new Transaction 4) Explore Transaction Summary Transaction Management Functionality 5) Explore the Agent Dashboard/populate graphs 6) Display and discuss Transaction History and Recent Activities 7) Transactions (zipForm Edition) Guided Help
This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for:
• zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Register Now!!!
Register for this SIMULATED Webinar
See more details
•
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28
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■ Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
April 28, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase I (session 3): New to Transactions (zipForm Edition) This learning path will have you closing DEALS in no time.
1) Understand the difference between a zipLogix Digital Ink® 2.0 subscription and zipLogix Digital Ink® 2.0 member benefit 2) Configuring your account for using zipLogix Digital Ink® 2.0 3) Three steps to setting up and sending your digital signing packet 4) Review the signing editor 5) Checking status of a signing packet 6) Navigate the digital signing process 7) Access/Review copies of signed documents 8) Understand the importance of cybersecurity and two-factor authentication
This course completes the series of courses within the Phase I Fundamentals Learning Path. Now that you are a confident user, continue to Phase II in your path of learning more Transactions (zipForm Edition) features!
Register Now!!!
Register for this SIMULATED webinar
See more details
-
■ Phase II (session 3): zipForm® Mobile & TouchSign®
Phase II (session 3): zipForm® Mobile & TouchSign®
April 28, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®.
1) Learn the difference between a zipForm® Mobile subscription and Member Benefit 2) Understand the zipForm® Mobile system requirements for Apple and Android Products 3) Navigate within the zipForm® Mobile platform 4) Create a new template in a transaction 5) Add documents and template to a transaction 6) Get contracts signed via TouchSign® 7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile
This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features!
Register Now!!!
Register for this LIVE webinar
See more details
-
■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals
Phase I (session 1): Transactions (zipForm Edition) Fundamentals
April 28, 2021 @ 8:00 pm - 9:00 pm
GoToWebinar
Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time.
1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer)
This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for:
• Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Register Now!!! Register for this SIMULATED Webinar
See more details
• • •
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29
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■ Transactions (zipForm Edition) with Back Office Link Integration
Transactions (zipForm Edition) with Back Office Link Integration
April 29, 2021 @ 12:00 pm - 1:00 pm
Come join us for this Webinar showcasing the integration with Transactions (zipForm Edition) and Back Office (BrokerWOLF)
Objectives: 1) Profile & Settings 2) Navigation Bar/Dashboard/Admin Tab 3) Templates (Document Tools, Placeholders, and Checklists) 4) Transaction Creation 5) Both sides of the Approval Process for Transactions, Documents, and Tasks 6) Understanding the Back Office Integration 7) Managing Back Office notifications and classifications 8) Key fields and financial milestones 9) Finalizing Deals - How Back Office populates Transactions (zipForm Edition)
Register Now!
Register for this SIMULATED Webinar.
See more details
-
■ Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics
Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics
April 29, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase III (session 1): Brokers’ Path (multi-user accounts) Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features.
1. Why a Multi-user account? 2. Explore the Broker Dashboard 3. ListFlash® Introduction 4. Explore the Administrative Tab 5. Add/Edit Agents and Offices 6. Reassign Transactions 7. Introduce Admin. access in zipForm® Mobile
This course is the first of a two-part series of courses within the Phase III learning path. Continue on your path by also registering for:
• Transaction Management for Brokers
Register Now!!!
Register for this LIVE Webinar
See more details
-
■ Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: Transaction Management for Brokers
Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: Transaction Management for Brokers
April 29, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase III (session 2): Brokers’ Path (multi-user accounts).
Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features inn conjunction with Transaction Management.
1. What is Transaction Management? 2. Explore and understand Tasks 3. View Transactions (zipForm Edition) Notifications for Tasks 4. Create a new Enforced (Listing) Template including a Checklist & Placeholder 5. Add the Template to a Transaction 6. Create a ListFlash® 7. Approve Transactions & Documents 8. Set Document Approval Status 9. Collaborate with Team using Share tools in zipCommunity™ 10. Display Transaction History / Recent Activities
This course completes the series of courses within the Phase III Brokers’ learning path.
Register Now!!!
Register for this SIMULATED Webinar
See more details
• • •
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30
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■ Phase I (session 2): Transaction Management Fundamentals
Phase I (session 2): Transaction Management Fundamentals
April 30, 2021 @ 12:00 pm - 1:00 pm
GoToWebinar
Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time.
1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist 3) Add Template to a new Transaction 4) Explore Transaction Summary Transaction Management Functionality 5) Explore the Agent Dashboard/populate graphs 6) Display and discuss Transaction History and Recent Activities 7) Transactions (zipForm Edition) Guided Help
This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for:
• zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals
Register Now!!!
Register for this SIMULATED Webinar
See more details
-
■ Phase II (session 3): zipForm® Mobile & TouchSign®
Phase II (session 3): zipForm® Mobile & TouchSign®
April 30, 2021 @ 3:00 pm - 4:00 pm
GoToWebinar
Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®.
1) Learn the difference between a zipForm® Mobile subscription and Member Benefit 2) Understand the zipForm® Mobile system requirements for Apple and Android Products 3) Navigate within the zipForm® Mobile platform 4) Create a new template in a transaction 5) Add documents and template to a transaction 6) Get contracts signed via TouchSign® 7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile
This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features!
Register Now!!!
Register for this SIMULATED webinar
See more details
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