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Opening / Sorting Existing Transactions
From the Transaction Window you can import, export, edit, save, delete and email transactions from this window. Existing transactions can be organized and sorted by transaction or property type, or can be located by name by clicking on the heading name.
The Transaction Window allows you to search and find existing or inactive transactions. Fill in or select the appropriate information and click Find.
To find a particular transaction, use the Find Transaction/Template window, which will remain in a separate window layered beneath any open transactions, and enter the criteria you know, such as the transaction name and type. ZipFormOnline will locate the file for you. To sort your list of transactions, simply click on the column you wish to view your transactions sorted by. For example, if you want to view your transactions by the date they were created, click on the column labeled Created. Your transactions will now be listed according to the date they were created, beginning with the oldest. To toggle the order in which they appear—to view the most recently created at the top, for example—click on the column name again.
The Transaction Window is where you will manage all your administrative tasks. Each transaction in your list has a drop-down actions list where you can choose which activity you want to perform.
- Open: opens the transaction in the form viewer
- View Header: displays transaction header information
- Edit Header: allows transaction header information to be edited - name and attributes (type/status)
- Save As: allows you to save a copy of a transaction or template with another name and perhaps in a different place or to a removable disk
- Delete: removes the transaction from the list
- Email: allows you to email the transaction as a ZipForm or PDF file
- Export: downloads transaction to your computer for opening in the ZipFormDesktop application.
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.
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