Emailing Documents
Emailing ZipForm files to others has never been easier. The most common way to send files over the internet is as a PDF, or Portable Document Format. PDF files emailed through ZipFormDesktop are locked and are very secure. They cannot be edited or changed. The vast majority or 95% of transactions are sent as PDF files.
You may also send files as a ZipForm file. The most common reason to send a file as a ZipForm file is if you want the receiving party to be able to make changes to the document. For example if you are sending the file to a teammate, broker or assistant. The recipient must have ZipForm to be able to edit the transaction. A simple reader is automatically included in the email if you want to send the transaction as a ZipForm file but do not want the recipient to make any changes.
To Email a transaction, with a transaction open, from the File menu, select Send Mail or click on the Email icon on the top menu bar. You have the option of sending the file as a PDF or as a ZipForm Transaction File, and can select and deselect the forms you want to include in the transaction. ZipForm then opens a new email message with your selected forms attached. You can enter a message if you want and even attach additional files or a picture perhaps. Then simply enter the recipient’s email address and click send to send your file.
