Zipform Desktop Download Zipform Desktop and the Libraries Go to www.texasrealtors.com Establish your login with your license number. If you don’t remember or have your login password, select the Login Help link first. Add your license number at the Request a password link. You will get your password at that page. You can change your password once you’ve logged in if necessary. You will see your name at the top left of the control panel once you’ve logged in. 1. 2. 3. 4. 5.

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Select the Zipform link on the left control panel Select Zipform Desktop Select the Sign Up for Zipform Desktop button Fill out the contact form and Submit it Print out the Redemption Code. You get Zipform for free, so you will need it to register it when it expires. If you loose it, you can get another through the automated process built in the software. Click on the Click Here Do Download Now button Save the program to the desktop of the computer. Install it by double clicking on the icon on the desktop Open Zipform and close it. This creates a file folder that is needed for the form libraries.

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Zipform Desktop Install the TAR, TREC and HAR libraries 1. Select the back button in Internet Explorer until you get to the login page in Texas Realtors website. 2. On the right, you will see a link for the Local Add on Libraries. Select the link. 3. Select the following libraries and download them to the desktop of your computer: • Texas Association of Realtors® • Texas Real Estate Commission • Houston Association of Realtors® 4. Make sure that Zipform Desktop is closed. Install each of the libraries on the computer.

Opening Zipform Desktop for the first time When you open Zipform Desktop for the first time, it will show you that the password to use the product is ‘password’ Installing Updates Zipform will check the internet for updates every time you use it. If there are any update, you will be taken to a yellow download button on the internet. Select the yellow download button and RUN the update. Remove the password Open Zipform and close the transaction manager. Select Tools, Users Manager Select Master Select Properties Leave the name, Master Remove the password carefully; making sure that there is not data in the fields. If you make an error with the password, you will have to download the program again. Check your Libraries Click on the Libraries tab to see if all your libraries are selected.

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Zipform Desktop The Transaction manager

The transaction manager gives you your existing files (Local); the Browse button to find documents on external storage devices and also to modify templates. You will also create new transactions from this window.

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Zipform Desktop Creating a Template for your transaction A template is a list of forms that are used over and over again to create a transaction for a client. All the common fields are filled out on the template so that you can save time for each transaction. You can add additional forms to the client’s transaction although you have used a template.

1. Select the Create New button from the Transaction Manager 2. Type the name of your new template: SINGLE FAMILY LISTING 3. Select the OK button

The Form Manager window appears. The Transaction folder is selected. There are no forms in the current transaction.

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Zipform Desktop Select the yellow All forms button on the left of the Forms Manager Select the Houston Association of Realtors® Cover Sheet Select the Add Form button From the Libraries button, select another library of forms (TAR or TREC). Select your forms by clicking on them once, and selecting the Add Form button. This process will keep you in the Form Manager window. 9. Close the Forms Manager window by using the Close button or double clicking on a form

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Filling out the forms starting with the Cover Sheet Select the Cover Sheet and fill out the necessary information. (Example: Selling Broker Information) 1. Go to the Selling Broker information and fill out that section. This information will propagate throughout all the forms. 2. Choose all the other forms and fill out all the basic information. Remember; don’t fill out any data related to a client for the template.

Saving your document as a Template 1. Select File, Save Transaction as Template 2. Name your template and select the OK button

The template is still open. 3. Select File, Close to close the template. Select the Yes button to confirm the save.

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Zipform Desktop Creating a new transaction using a template 1. Select the new blank document at the top left of the computer screen 2. Select the OK button at the ‘select library’ window

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Fill out the Transaction Header with the address of the listing as the transaction name. Add the Property Address, City, State and Zip Select the down arrow to the right of the Template field. Select your template Select the OK button The Form Manager will show your existing Transaction with the forms selected from the template. You can choose more from by using the TAR, TREC or HAR libraries.

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Zipform Desktop Emailing contracts You must have an existing email account set up in an email program [email client] (Outlook or Outlook Express) in order to use the email function. AOL, Yahoo, MSN, Gmail or any other web based email program will not work. If you are using a web based email program, you will need to export the transaction as a PDF file onto your computer and attach the transaction as an attachment.

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Select File, Send Mail. Make sure that the PDF document option is chosen. Select OK Deselect the transaction forms that you don’t want to send Confirm the transaction name Select the OK button. Wait for Zipform Desktop to attach the files to your default email client (Outlook or Outlook Express)

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Zipform Desktop Export Transaction to File Folder (Creating a copy of the transaction)

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Open the transaction Select File, Export to PDF. Deselect the transaction that you do not want to send Select the OK button Navigate to the location where you want to save your PDF file (on your computer or on a flash drive) 6. Keep the name of the file as the address of the property 7. Select the Save button.

Printing Options • • • •

Print Current Form Print All Form Print Blank Form Print Sample Form

Print the active form excluding the rest Print all the forms in the transaction Print the active form without any entered data Print the form with a stamp on it

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Zipform Desktop Delete Old Data from the Zipform Desktop Menu After you have completed a transaction, the data that you entered for all the fields are kept in the database for future selection. If you would like to delete old data, do the following: 1. 2. 3. 4.

Select Tools, Options Select the Lookup tab Use the Lookup Tags field to delete one item or clear an entire list. Add data by using the Add button under a lookup tag

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