The Path to Greater Success Starts Here

All webinars are presented in Eastern Time

	July 2020
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		1 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® July 1, 2020 @ 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 zipForm® 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 •	2	3 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® July 3, 2020 @ 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 zipForm® 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 zipForm® Plus features! Register Now!!! Register for this SIMULATED webinar See more details •	4	5
6 ■ Phase II (session 1): Transactions (zipForm Edition) Advanced Phase II (session 1): Transactions (zipForm Edition) Advanced July 6, 2020 @ 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 •	7 ■ Phase II (session 2): zipTMS® Advanced Features Phase II (session 2): zipTMS® Advanced Features July 7, 2020 @ 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 zipForm® for efficient, time-saving workflow processes. 1) Review zipTMS® 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 zipForm® Plus 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 LIVE webinar See more details •	8 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® July 8, 2020 @ 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 zipForm® 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 •	9	10 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® July 10, 2020 @ 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 zipForm® 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 zipForm® Plus features! Register Now!!! Register for this SIMULATED webinar See more details •	11	12 ■ Phase II (session 1): zipForm® Advanced Features Phase II (session 1): zipForm® Advanced Features July 12, 2020 @ 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 zipForm® 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: • zipTMS® Advanced Features • zipForm® Mobile and TouchSign® Register Now!!! Register for this SIMULATED webinar See more details •
13 ■ Phase II (session 1): Transactions (zipForm Edition) Advanced Phase II (session 1): Transactions (zipForm Edition) Advanced July 13, 2020 @ 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 LIVE Webinar See more details •	14 ■ Phase II (session 2): zipTMS® Advanced Features Phase II (session 2): zipTMS® Advanced Features July 14, 2020 @ 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 zipForm® for efficient, time-saving workflow processes. 1) Review zipTMS® 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 zipForm® Plus 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 •	15 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® July 15, 2020 @ 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 zipForm® 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 •	16	17 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® July 17, 2020 @ 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 zipForm® 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 zipForm® Plus features! Register Now!!! Register for this SIMULATED webinar See more details •	18 ■ Phase II (session 1): zipForm® Advanced Features Phase II (session 1): zipForm® Advanced Features July 18, 2020 @ 12:00 pm - 1:00 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 zipForm® 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: • zipTMS® Advanced Features • zipForm® Mobile and TouchSign® Register Now!!! Register for this SIMULATED webinar See more details •	19
20 ■ Phase II (session 1): Transactions (zipForm Edition) Advanced Phase II (session 1): Transactions (zipForm Edition) Advanced July 20, 2020 @ 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 •	21 ■ Phase II (session 2): zipTMS® Advanced Features Phase II (session 2): zipTMS® Advanced Features July 21, 2020 @ 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 zipForm® for efficient, time-saving workflow processes. 1) Review zipTMS® 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 zipForm® Plus 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 •	22 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® July 22, 2020 @ 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 zipForm® 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!!! *Please note that there will be no dial-in option for this Webinar. Register for this LIVE Webcast See more details •	23	24 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® July 24, 2020 @ 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 zipForm® 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 zipForm® Plus features! Register Now!!! Register for this LIVE webinar See more details •	25	26
27 ■ Phase II (session 1): Transactions (zipForm Edition) Advanced Phase II (session 1): Transactions (zipForm Edition) Advanced July 27, 2020 @ 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 LIVE webinar See more details •	28 ■ Phase II (session 2): zipTMS® Advanced Features Phase II (session 2): zipTMS® Advanced Features July 28, 2020 @ 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 zipForm® for efficient, time-saving workflow processes. 1) Review zipTMS® 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 zipForm® Plus 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 •	29 ■ Phase II (session 1): Transactions (zipForm Edition) Advanced Features Phase II (session 1): Transactions (zipForm Edition) Advanced Features July 29, 2020 @ 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 LIVE webinar See more details •	30 ■ Phase II (session 2): zipTMS® Advanced Features Phase II (session 2): zipTMS® Advanced Features July 30, 2020 @ 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 zipForm® for efficient, time-saving workflow processes. 1) Review zipTMS® 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 zipForm® Plus 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 •	31 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® July 31, 2020 @ 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 zipForm® 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 zipForm® Plus features! Register Now!!! Register for this SIMULATED webinar See more details •

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