Adding Removing Forms From a Transaction When the new transaction opens, ZipFormOnline opens the Form Manager, allowing you to choose a library and specific forms to include in your transaction. Once you have selected the forms you would like to start with, click OK and you will go to the transaction. If you would like to add or delete forms while you are working on the transaction, open the Form Manager. The Form Manager can be opened or closed by clicking on the Navigation Pane icon in the toolbar.
The Form Manager, on the left top half of the window, automatically maintains a list of the forms you have included in your transaction. Forms appear in either black or blue text. Black forms are forms that you have used before and have been downloaded to your computer. Blue forms have not been used before and still reside on the internet or are a new updated form. Double clicking the name of a form in the form library adds it to your transaction. You may select multiple forms by holding down the Control Key and selecting multiple forms.
Clicking on a form in the transaction and then clicking on Remove Selected Form tab will delete that form from the transaction. You can use the Forms Manager pane to open forms for editing.
With ZipFormOnline, you can always be assured that you are working with the most up-to-date forms. Whenever you log-in to ZipFormOnline, your form library will automatically be checked against our Online Database to ensure that it is current. If a new form is available, it will automatically be used in any new transactions.
Please Note: any existing transactions or templates, however, will continue to use the version of the form you began the transaction with.
