zipForms & Transact Program Training
Monday 9 November · 10 AM – 3 PM
Hands-on training covering zipForm and Transact basics, paperless workflows, e-sign tools and live Q&A.
AM Session: zipForm & Transact Basics Introduction to zipForm and Transact, including key differences Navigating the Form Editor and working with forms Adding forms, PDFs, and outside documents Using templates and sharing documents with clients Best practices and live Q&A
PM Session: Advanced Tools & Paperless Workflows Advanced Form Editor tools and editing multiple documents Templates and time-saving workflow features Organizing multiple offers and tracking activity in Transact Paperless tools: DocInbox, Email to Transaction, and Upload by Email Advanced E-Sign and Share functions Workflow tips and live Q&A