Templates The ZipFormDesktop template feature is a great time-saver when you know you are going to be using the same basic transaction repeatedly. Creating a template is a simple process. First, open an existing transaction or create a new transaction from scratch that will serve as a basis for future transactions of the same type; for example, a listing transaction. The transaction you open or create should contain all of the forms, including the cover sheet, which you will be using repeatedly. You should also enter any data that will stay the same, such as broker name, agent name, addresses, phone numbers etc. You may also put in clauses that are used in all or almost all of these types of transactions.
With the transaction open, select Save Transaction As Template from the File menu in the toolbar. You can also select New Template from the File Menu. Name your template and select OK. Your template will now be available in the Transaction Header window when you create a new transaction.
To modify information contained in an existing template — for example, the address or phone number of your brokerage — begin by selecting Open Transaction from the File menu. The Transactions Manager will open. Click on the Templates folder to the left and highlight the name of the template you wish to modify. Click Open to open the template. You can now modify the information in the template’s forms, add or delete forms from the template. Be sure to save your changes when closing the transaction.
Please note: if a form is updated, be sure to change that form in your templates.
