Are you looking for an easy way to archive your zipForm transaction files? With many Brokers and agents now switching to the Instanet forms system you may be wondering how to save and store your current zipForm transaction files. It’s easy to archive your transaction files in just a few quick steps. You can save and archive your transaction files to your computer, a thumb drive, or even a CD. Keep in mind when you save or archive files they will be saved in a locked PDF.
TO SAVE AN INDIVIDUAL TRANSACTION:
Open the transaction and select the SAVE AS PDF button.
Next, a pop-up window will open. From this window you can choose to save all forms into one single PDF file, or you can select to save each form as its own separate PDF.
Deselect any form you do not want to save.
When you have finished selecting the forms, click the Export button.
Next, select where you would like to save the transaction file on your computer.
Your transaction will now be saved as a locked PDF.
TO START THE ARCHIVING PROCESS: log in to your zipForm account and follow these steps. After you log in to zipForm select the Forms Tab at the top of the screen.
Next select the File Tab Drop Down Menu.
Next, click the File Tab.
Select Manage Files from the drop down selections.
Select the transaction files you want to archive by clicking on them. Once selected, they will be highlighted.
Hint: To select multiple transaction files to export simultaneously, hold down your Ctrl key as you click each individual file.
Next, click the Export button.
Your final step is to browse to the location where you want your transaction files to be stored and click the Select button at the bottom.
