zipForm Plus Help Guide
New Jersey REALTORS®
(732) 494-5616
zipForm Plus Support: (586) 840-0140
First Look
FIRST LOOK
• When you first log in to zipForm Plus, this is what you see.
• You start off on the transaction home screen. You will see any
transactions you’ve created, and can search or sort them.
• In the navigation menu, you have Transactions, Templates,
Tasks, Contacts, Partners, and Help.
Printing a Form
PRINTING A FORM
• To print a form from the library, start by clicking “Forms”
PRINTING A FORM
• The list of forms is shown on the right hand side. Find the form you want,
and hover your mouse over it to show the options menu button.
• Click “Print Blank” to
print a copy of the form.
Creating a Transaction
CREATE A TRANSACTION
• To create a transaction, click “New” from the home screen.
CREATE A TRANSACTION
• Enter transaction details, type, and optional comments
Working With a Transaction
WORKING WITH A TRANSACTION
• Transaction tools/actions are across the top (Print / E-mail / E-
sign / etc.)
• List of forms is in the right sidebar, click on any form to add it
to the transaction
WORKING WITH A TRANSACTION
• CIS C form has been added to the transaction
• Click on the form to open it and begin editing
Editing Forms
EDITING FORMS
• All editable fields will be highlighted in yellow and clickable
EDITING FORMS - FASTFILL
• Fastfill allows you to see only the editable fields on the form,
stripping away the verbose language.
Creating a Template
CREATING A TEMPLATE
• In the navigation menu, click “Templates”, then click “New”
to create your template.
CREATING A TEMPLATE
• Next, fill in the relevant details of this template. Select a
template type and property type. If you’re the broker, you can
select this template to be available to the whole office.
CREATING A TEMPLATE
• The next step is to select which forms you want included in
this template.
CREATING A TEMPLATE – PARTIES!
• At this point, you’re done! But, you can take it a step further, and
define any parties that won’t change from transaction to
transaction.
• Click “Parties”, then click “New” to add a party to the template
CREATING A TEMPLATE – PARTIES!
• Select a type, then fill in all the appropriate information about that
party.
• This information will be automatically included on any form in this
template that includes those fields.
Adding Clauses
ADDING CLAUSES
• To add a clause, click “Clauses” from the home screen to open the
clause manager, then click “New”
ADDING CLAUSES
• Next, fill in the clause details. You can create a new category for the
clause, or add it to an existing one.
ADDING CLAUSES – INSERTING INTO FORMS
• To add the clause to
your form, click the
pencil icon when you
get to the clauses
section.
• Find the clause
you want to add,
then click
“Insert” to place
it into the form.
ADDING CLAUSES – INSERTING INTO FORMS
E-Sign
E-SIGN
• zipForm makes e-Sign easy. Start by clicking e-Sign from your
transaction.
• Then, select the documents you want to e-sign, and click
“Next”
E-SIGN – ADDING SIGNERS
• Next, select the signer(s). You must provide an e-mail address
for every signer.
E-SIGN – REVIEW/EDIT FIELDS
• Next you’ll review the signature fields. Everything is already
done for you, but you are free to add custom fields as needed.
• When you’re ready to send the form, click “Send”.
E-SIGN – DONE!
• That’s it! The signers will complete the e-sign process, and
you’ll be notified when the signed documents have been
returned.
