Creating a New Transaction Once you have entered your username and password (if necessary), ZipFormDesktop will open the Transaction Manager. This is where you manage all of your transactions—create, delete, and open for editing. We’ll begin by learning how to create a new transaction, so choose Create New.
Next, select the forms library associated with this transaction from the drop-down list. (If you have access to only one forms library, it will take you straight to the Transaction Header Menu).This opens the Transaction Header Menu, where you can define the type of transaction you are creating (listing, purchase or lease), the type of property (residential, commercial, industrial, or vacant land), and basic information about the transaction (property address, buyer and seller name and address).
Completing the transaction header is recommended. This information will populate into the forms you will be selecting, so you won’t be wasting your energy. By accurately choosing the transaction and property types, you will later be able to search for transaction using these types as criteria.
If you want to base your transaction on an existing template, you can choose one from the drop-down template list at the bottom of the screen.
