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How zipForm made templates better

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11/20/2014 | Author: Editorial Staff

Templates are a great way to save time in zipForm by applying a group of forms to a transaction. And zipForm just updated its software to make templates even better.

When a form in one of your templates is revised that form will update automatically in your saved templates for all new transactions. There’s no need for you to do anything. Note: The older version of the form will remain in templates attached to existing transactions.

Don’t copy existing transactions to use as the basis for new transactions, because any templates won’t be up to date. That’s the common mistake agents make, and it can lead to transactions with outdated forms. Templates do not update for existing transactions—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. 

Categories: Forms, Homeowners
Tags: zipform, templates, legal, forms

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The material provided here is for informational purposes only and is not intended and should not be considered as legal advice for your particular matter. You should contact your attorney to obtain advice with respect to any particular issue or problem. Applicability of the legal principles discussed in this material may differ substantially in individual situations.

While the Texas Association of REALTORS® has used reasonable efforts in collecting and preparing materials included here, due to the rapidly changing nature of the real estate marketplace and the law, and our reliance on information provided by outside sources, the Texas Association of REALTORS® makes no representation, warranty, or guarantee of the accuracy or reliability of any information provided here or elsewhere on texasrealestate.com. Any legal or other information found here, on texasrealestate.com, or at other sites to which we link, should be verified before it is relied upon.

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