The Path to Greater Success Starts Here

All webinars are presented in Eastern Time

	September 2020
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	1 ■ Phase II (session 2): Transaction Management Advanced Features Phase II (session 2): Transaction Management Advanced Features September 1, 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 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 LIVE webinar See more details •	2 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® September 2, 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 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 •	3	4 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® September 4, 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 SIMULATED Webinar See more details •	5	6
7 ■ Phase II (session 1): Transactions (zipForm Edition) Advanced Features Phase II (session 1): Transactions (zipForm Edition) Advanced Features September 7, 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 •	8 ■ Phase II (session 2): Transaction Management Advanced Features Phase II (session 2): Transaction Management Advanced Features September 8, 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 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 •	9 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® September 9, 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 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 •	10	11 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® September 11, 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 SIMULATED Webinar See more details •	12	13 ■ Phase II (session 1): Transactions (zipForm Edition) Advanced Features Phase II (session 1): Transactions (zipForm Edition) Advanced Features September 13, 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 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 •
14 ■ Phase II (session 1): Transactions (zipForm Edition) Advanced Features Phase II (session 1): Transactions (zipForm Edition) Advanced Features September 14, 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!!! *Please note there will be no dial-in option on the broadcast. Register for this LIVE Webcast See more details •	15 ■ Phase II (session 2): Transaction Management Advanced Features Phase II (session 2): Transaction Management Advanced Features September 15, 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 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 LIVE webinar See more details •	16 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® September 16, 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 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 •	17	18 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® September 18, 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 SIMULATED Webinar See more details •	19 ■ Phase II (session 2): Transaction Management Advanced Features Phase II (session 2): Transaction Management Advanced Features September 19, 2020 @ 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 •	20
21 ■ Phase II (session 1): Transactions (zipForm Edition) Advanced Features Phase II (session 1): Transactions (zipForm Edition) Advanced Features September 21, 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 •	22 ■ Phase II (session 2): Transaction Management Advanced Features Phase II (session 2): Transaction Management Advanced Features September 22, 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 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 •	23 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® September 23, 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 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 •	24	25 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® September 25, 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 •	26	27
28	29 ■ Phase II (session 2): Transaction Management Advanced Features Phase II (session 2): Transaction Management Advanced Features September 29, 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 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 •	30 ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® September 30, 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 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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