Importing / Exporting with ZipFormDesktop
ZipFormDesktop and ZipFormOnline are designed to be completely compatible with each other and work together seamlessly to share files easily between the programs. Users who work in multiple locations or need to share files with users in another location will discover ZipForm’s ease of use…whether using ZipFormDesktop or ZipFormOnline. You can easily export and import from Desktop to Online or vice versus.
Opening Desktop Files in Online When you are working in ZipFormDesktop and have a transaction that you would like to use in ZipFormOnline, it is best to Save As to a location that you can easily find.
To open a ZipFormDesktop file in ZipFormOnline that you have saved on your computer, select Import from the Transaction Window of the ZipFormOnline program. Locate the transaction on your hard drive or removable media and click OK. ZipFormOnline will import the file and open it in the ZipFormOnline Viewer as a new transaction. You are now able to edit the transaction in the ZipFormOnline application. Be sure to save your new ZipFormOnline transaction before logging out.
From Online to Desktop
To transfer a file from ZipFormOnline toZipFormDesktop, on the web interface page, select Export from the drop-down actions next to the transaction you wish to export. Or from within the transaction, select Export to Desktop from the File Menu. Choose the location you want to save to on your computer or removable media and click OK. You will now be free to edit your files in ZipFormDesktop.
Opening Online Files in Desktop
To open a ZipFormOnline file in ZipFormDesktop that you have saved to your computer or removable media, simply locate the file and click on it. This will open the program and the file.
If the program is already open, you may select File >> Open. Browse to locate the transaction on your hard drive or disk media and click OK. ZipFormDesktop will import the file and open it as a new transaction. Be sure to save your new ZipFormDesktop transaction before closing.
