Templates
ZipFormOnline’s template feature is a great time-saver when you know you are going to be using the same basic type of transaction repeatedly.
Since templates and transactions are so similar, template management is combined with transaction management in the Transaction Window. From the Transaction Window, choose Add (Create). ZipFormOnline opens the dialog box where you can name your template and define property and listing type. The key is to make sure that the transaction is identified correctly as a new template by selecting Agent Template from the Transaction/Template drop-down list. If you want to base your template on one that already exists, choose the name of the existing template from the Template drop down list.
(Administrators of Broker accounts can also add Global and Location Templates that can be used by everyone who is in their group.)
Now you can add all the necessary forms and fill in any information that will remain the same from transaction to transaction—agent and broker information, disclaimers and contingencies, for example.
Click on the disk icon to save your template. The new template will be available the next time you create a new transaction. You can base a new transaction on an existing template by selecting a template from the drop down list in the Add Transaction/Template window.
