zipForms & Transact Program Training

• 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

• 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

Event venue & nearby stays

3690 Elizabeth St, 3690 Elizabeth Street, Riverside, United States

Concerts, fests, parties, meetups — all the happenings, one place.

Get the app →

Discover more events by tag