How zipForm made templates better
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 That’s the common mistake agents make, and it can lead to transactions with outdated forms.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.
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