MAIN MENU

Printable Tutorial Open User Guide Tutorial Instructions Go To Desktop Tutorial

TUTORIALS

Create a Transaction Add / Remove Forms Filling Out a Form Deleting Look-ups / Auto-Format Override Open / Sort Saving Printing Templates Cut, Copy, Paste Emailing Documents Clause Manager Dialog View Strike-Out Spell Check Mortgage Calculator Sticky Notes Save to PDF Importing / Exporting with ZipFormDesktop Electronic Signatures

<< Back

ZipFormOnline – Clause Manager and Editor

Next >>

Clause Manager and Editor ZipFormOnline’s Clause Manager and Editor work similar to the way templates work. Many transactions require the same clauses, so the Clause Manager and Editor allow you to compose and catalog an unlimited number of clauses. Unlike ZipFormDesktop, you must add clauses through the Clause Manager without a transaction being open. From the web interface page, select Clause Manager in the top right corner. There are three levels of clauses that can be set up. Global and Location are for special Broker Online accounts. All Online accounts are able to set up Agent Clauses. Select the category or Add New, select the title or Add New, then enter the clause or edit a current clause and click save. Once you have added clauses to your library of clauses through your Clause Manager you can add specific clauses to your transactions using the Clause Editor from within the program. Click on a field that is large enough and appropriate to accept a clause, then click on the Clause icon (the pencil on the toolbar). Locate the appropriate clause and select Use Clause. The clause will be pasted into the selected field.