Avoid outdated forms in your transactions
08/17/2015 | Author: Editorial Staff
Templates can save time in zipForm by applying a group of pre-selected forms to a transaction. But are you putting your transactions at risk by using this feature incorrectly?
A form in your saved templates automatically updates when revisions are made to that form. So, any new transactions started with a template will include the latest versions of all form.
If you copy an existing transaction to use as the basis for a new transaction, the forms attached to that new transaction might be out of date.
Forms saved in existing transactions do not update—and the copied transaction is seen as “existing” by zipForm, even after you save it with a new name. Start a new transaction, then attach your saved template to ensure all forms are current.
Visit support.zipform.com or call 800-383-9805 for more information about using templates. Phone support is available 24 hours a day during the week and 9 a.m. to 9 p.m. CST on weekends.
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