CCAR

Starting a File

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The transaction file is a set of contracts (zipForms® forms) for a specific client or property. Transaction information, including Transaction Parties and Property Information, automatically flows from form to form as each contract is completed or updated within ZipForm®.

Step One: Click the New button on the Transaction page.

Step Two: Enter the Property Address to name the file

Tip: You can later search for files by name, address, client's name, and more using "Enter Keyword(s) field on your Transaction page.

Step Three: Select the appropriate Template (forms packet) so start a file.

Tip: This template will add key required forms to the file. If you do not see the Template option, you do not have any templates available. Create master templates on the Templates page.

Step Four: Click Save.

Step Five: Click a form in the All Forms tab to add it to the file.

Step Six: Click a form to open it and fill out

Step Seven: Click and type to fill out form fields.

Step Eight: Click Save

Step Nine: Click Email to email of fax contracts

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