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Welcome! We will begin at 2pm

Welcome! We will begin at 2pm. Show/hide the panel. Switch audio. Ask Questions. Understanding Your zipForm ® 6 Member Benefit Fatima Sogueco Senior Software Product Coordinator fatimas@car.org 213.739.8315. Benefits of using zipForm ® 6. FREE upgrade for C.A.R. Members!

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Welcome! We will begin at 2pm

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  1. Welcome! We will begin at 2pm Show/hide the panel Switch audio Ask Questions

  2. Understanding Your zipForm® 6 Member Benefit Fatima SoguecoSenior Software Product Coordinatorfatimas@car.org213.739.8315

  3. Benefits of using zipForm® 6 • FREE upgrade for C.A.R. Members! • Available in 2 versions: zipForm® 6 Professional and Standard editions • Access additional C.A.R. Member Benefits such as Forms Advisor™, Forms Tutor®, ePUBS®, Foreclosure Prevention Library and Foreign Language Forms • Send documents for digital signatures using zipLogix Digital Ink™ • User zipVault™ online document to store, e-mail, e-fax transaction-related forms

  4. What is Forms Advisor™? • It answers the question, “What form do I use when?” • It is the nexus of the C.A.R. risk mitigation strategy: • Standard Forms • Electronic Forms – zipForm® 6 • RELAY® - 50% reduction in E&O deductibles • Legal Q&A • Forms Tutor® – How do I fill out the form?

  5. What is ePUBS™ for zipForm® 6? • A free Add-on library for C.A.R. members • Contains five mandated and numerous consumer disclosure titles, consumer-targeted educational titles, short sale/foreclosure, and eco-friendly information • Residential Environmental Hazards • Protect Your Family from Lead in Your Home • Home Energy Rating Pamphlet • Homeowner’s Guide to Earthquake Safety • Separate Signature Page

  6. Other titles in the library • Make non-mandated recommendations about the transaction without the extra costs. • Consumers Guide to Disclosure for Buyers • Consumers Guide to Disclosure for Sellers • Seller’s Guide to the RLA & Disclosures • Buyers & Sellers Guide to the RPA • Transaction Booklet • Foreclosure Q&A • Short Sale Q&A • Green Living Brochure

  7. C.A.R.’S NEW FORECLOSURE PREVENTION LIBRARY • FREE add-on library available to all members and zipForm® 6 users. Available through the zipForm® 6 Professional and Standard editions • Designed to help REALTORS® act as a resource to their clients, prevent and ease the pain of foreclosure. • 10 customizable documents: • Proposition 8 - Property Tax Relief • Tips for a Short Sale Seller • Tips for a Short Sale Buyer • Foreclosure or Short Sale • Foreclosure Prevention Resources • Short Sale Process • Foreclosure Timeline • Homeowner Liability After Foreclosure • Avoiding Foreclosure Scams • Alternatives to Foreclosure • For download instructions and information visit: http://www.car.org/tools/zipForm6/fpl/

  8. Unlimited document storage for up to 5 years • Upload documents directly from your computer • Create transaction archive copies • Access from your zipForm® 6 Professional zipVaultTab • Visit www.car.org/tools/zipForm6/zipVault and register for a FREE webinar training

  9. Upload non-zipForm® PDF documents • Friendlier screens for REALTORS® and clients • Access from your zipForm® 6 “Esign” icon • Visit www.car.org/tools/zipForm6/esign • and register for FREE webinar training

  10. TouchSign™ A new feature of zipForm® Mobile Web Edition $12.95/year zipForm® Mobile Web Edition Order at m.zipformonline.com or under Shop options in your zipForm® 6 account

  11. REALTOR® BADGEA C.A.R. Member Benefit! • Online digital badge for any of your web sites, blogs, etc. • Proves that you are a REALTOR® in good standing • Links to your C.A.R. web profile which includes area of expertise, designations, committees and more • Symbol of trust for consumers • www.realtorbadge.com to get yours today!

  12. DEMO

  13. Why work on zipForm® 6? Save time filling out forms Instant access to your files Convenient tools Professional contracts

  14. zipForm® 6 Training • Accessing zipForm® 6 • From your desktop (zipForm® 6 Standard) • From any internet browser (zipForm® 6 Professional) • Opening and filling out forms • Saving time using • The Cover Sheet or Transaction Data Sheet • Look Up Fields • Form Templates • Fast Fill Button • Clauses (saved text and clauses) • Tools, such as Spell Check • Templates and Synchronizing Files • Creating your own template • Sending your files from Standard (desktop) to Professional (online) storage.

  15. Sign in or Open zipForm® 6 • zipForm® 6 Standard: • Double-click on the zipForm® 6 icon • zipForm® 6 Professional: • Open your internet browser • Visit your sign in page(www.car.org) • Sign in using your username and password Double-click Sign in

  16. Starting a new transaction file in zipForm® 6 Professional (online) Click the “Forms” tab to start filling out contracts instantly… …Or label a transaction file before adding forms

  17. Select your forms Click the “New Transaction” button here, or start adding forms below Double-click to open a form, or click and drag the form to your transaction

  18. The forms panel Click to show or hide the forms panel This form is part of your file. Click to open and fill it out. Change the order in which forms appear View forms alphabetically, by form number, by category, or search for a specific form Select your library (set of blank forms) here This icon means this form is already part of your file ProTip: Hold down the CTRL key to select more than one form

  19. A template saves you time by adding the forms and information you use in every transaction Apply Your Template(s) Click the appropriate template name (apply office templates first) Click “Apply Template” on the “File” menu Click OK

  20. The Cover Sheet Form • Contains basic information about the file • Information entered here is copied to all forms Enter file information

  21. Look Up fields save you time with information you have already entered Entering Data Click on an entry in the list to automatically fill in this form field. To remove an item or edit your look up fields, go to the “Edit” menu, then click “Look Up Fields”

  22. Navigating through your forms Change the page Zoom in/out Select your form Expand the form to fill your screen

  23. Some Useful Form Buttons Cut / Copy / Paste Use these buttons to cut, copy, or paste highlighted text in fields Strike out Click strike out, then highlight the text you want to line out, or highlight again to remove a strike out Not available in CA libraries Uppercase / Lowercase Change the text of a field to all uppercase, all lowercase, or capitalize the first letter of each word N/A Fill in all blank fields with “N/A” or text of your choosing Sticky Notes Post a note on your form (Notes will not print) Fast Fill View all of the fields in the form to fill them out quickly Undo / Redo Undo or redo the last action on this form Highlighter Highlight form text

  24. Page Up – Move up one page Page Down – Move down one page Home – Jump to the first page of a form End – Jump to the last page of the form Tab – Go to the next form field Shift Tab – Go to the previous form field Enter – Go to the next form field Keyboard Shortcuts • Down arrow key – Scroll through Look Up Fields • Space Bar – Check off the current check box • Space Bar(in a formatted field, i.e.: date) – Overrides automatic formatting • ESC key(in a formatted field, i.e.: date) – Restores automatic formatting • CTRL + C – Copy • CTRL + X – Cut • CTRL + V – Paste • CTRL + Z – Undo

  25. Filling out forms – Right Click • Use right-click to save time • On a form name within the forms library to: • Add • Print • Preview • On a form field to: • Cut, Copy or Paste highlighted text • Make the field text UPPERCASE, lowercase, or Capitalize The First Letter Of Every Word. • On a form to add a note • On your zipVault™ to open the zipVault™ menu

  26. Printing Tips • Quickly print only what you want Right-click a form in your transaction file Or right-click a form in the library to print without adding to a file Save paper - Select forms and pages to be printed from Print All

  27. Helpful menus are at the top of your forms screen The File Menu Click to expand the file menu Open a saved file Save this file Fax forms Help and FAQs Create a new transaction Print forms Create or apply a template (a saved set of forms) Close this file Save as a PDF to your computer Send forms to an email address Send for electronic signatures

  28. The Edit Menu Helpful menus are at the top of your forms screen Click to expand the edit menu Edit, use or add clauses (saved text for filling in forms) Edit look up fields (saved form field entries) Help and FAQs Edit the name and basic file information Add or edit sticky notes View all of the form fields

  29. The Tools Menu Click to expand the tools menu Change settings, such as auto-save intervals Help and FAQs Calculate mortgage rates and payments Check your spelling Import property information from a participating MLS Address Book of contacts

  30. Templates The electronic equivalent of your “pre-packaged” folders Contain the forms for a listing or the forms for a sale based on the type of template created Can contain your agent information and other saved information

  31. Creating Templates • Click Create Template • Label the template(OPTIONAL) You can use an existing template to start your new template • Click OK 1. Click Create Template 2. Name the Template Apply a template to start (optional) 3. Click OK.

  32. Creating Templates • Place forms you need into the template (by either dragging and dropping or double clicking on the forms in the bottom left box) • Forms that are part of the template appear under “My Transaction Forms” • Fill out the form fields with the data you want in every transaction • Save and repeat these steps for additional templates 7. Save 5. Template forms 6. Fill out form fields 4. Add forms

  33. More on Templates Fill in all blanks that require your name and address, brokerage, or standard includes, for instance. Templates prevent you from needing to retype this information every time you start a new contract. You can also create templates from a transaction by selecting “Save As Template” from the drop-down file menu

  34. Clauses An easy way to keep track of legal, financial and brokerage required text Can be used to fill in any field in zipForm® 6 Especially useful for Addendums and Terms Best used by copying and pasting text from Word® or another text editing program.

  35. Creating Clauses • Click CLAUSES on the Edit Menu • Click New Clause Click to expand the edit menu Click New Clause Edit, use or add clauses (saved text for filling in forms) PROTIP: Copy clause text from an email, word document or PDF, then right-click to paste it into a New Clause

  36. zipForm® 6 Professional Home Page Work online, from anywhere Easily navigate settings and files Update Profile/Company Information New transaction Search files Click or hover to expand the transaction menu

  37. Archiving zipVault™ Files Download a .ZIP (compressed file) archive of your files at any time. Click to Export an Archive PROTIP: The File Manager may also be used to download (“Export”) archives of files Name your file and click Save

  38. zipForm® 6 Elite (Standard + Professional) Open your Options to connect your Standard (desktop) account to your Professional (online) account Click Account Tab Enter your zipForm® 6 Professional username and password Click OK

  39. zipForm® 6 Elite (Standard + Professional) Click the drop-down file menu to manage files from zipForm® 6 Standard Check “Include online files” See whether a file is stored online or offline Also manage Templates and Clauses Select one or more files to copy, import, export, or delete Click “Sync All” to update all files

  40. Which version is right for me? • zipForm® 6 Standard Edition • Only works on your desktop, not available from any other computer • Use this version if: • You do not have regular access to an internet connection • You do not want your files backed up online • zipForm® 6 Professional Edition • Works online, from any computer • All you need is a username and password to sign in securely • Use this version if: • You work at home and in the office • You don’t want to carry files back and forth

  41. Need Help? Videos and F.A.Q. available 24/7 Help for this menu Support page Help tab

  42. Thank You http://www.car.org/tools/zipForm6/ Sign in at: www.car.org

  43. THANK YOU!Fatima Soguecofatimas@car.org213.739.8315C.A.R. Legal Hotline: 213-739-8282M-F 9a-6pSat:10a-2p

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