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A Closer Look at zipForm® Mobile

February 05 2014

review zf mobileWe recently published a product review of the new zipForm® Plus. In this overview, we briefly mention zipForm® Mobile, but the reference seems too small for such a big component of this popular tool. We decided to take a few moments to take a closer look at the mobile version of zipForm®.

Forms, new transactions, and other changes made on the zipForm® Mobile solution are automatically synced with your zipForm® online account, so your information is current no matter where you are. Another helpful feature for on-the-go agents is the ability to access the important information about a transaction, such as property information, seller and buyer information, key dates (such as listing date and offer date), and listing price. And, of course, you can create and edit forms to your heart's content on your tablet or smartphone. Let's discuss some of the most important mobile capabilities.

  • In-person signatures: TouchSign® allows parties to sign forms directly on touchscreen tablets. Signatures are made using a finger or stylus, similar to good old pen and ink signatures.
  • Access to forms and transactions: Access any and all of your forms and transactions. You can create new transactions or choose from your 200 most recent transactions on a scrollable list.
  • Electronic Signature access: From a tablet, you can send transactions for signing and check the status of documents awaiting signatures. This feature is available for users that currently subscribe to an integrated solution or have access with their member benefit.
  • Email from your mobile device: Don't wait until you get back to the office to send a form. zipForm® Mobile allows you to select all forms or just a single form from your transaction, add comments, and email the form(s) to one or more recipients as a .pdf – right from your smartphone or tablet.
  • Key functions with a single click: zipForm® Mobile makes it easy to accomplish your most important tasks with a single click. This includes editing form fields, viewing the form, sending a form via email, and deleting a form.
  • Use formatting tools: Formatting tools in zipForm® are available for smartphone and tablet users. Tap the pencil icon in a field to access Clauses and Formatting.
  • Form view on tablets: Tablet users can use Form View to edit forms. Smartphone users edit forms in Fast Fill mode.
  • Highlight and strikeout tools: Tablet users can use highlight and strikeout tools.
  • Use templates: To save time, templates from zipForm® can be applied to new or existing transactions on zipForm® Mobile.

Supported Devices

  • Apple® iPad® (iOS 5 or higher)
  • Apple® iPhone® (iOS 5 or higher)
  • BlackBerry® smartphones
  • Android™ smartphones (3.0 Honeycomb or higher)
  • Android™ tablets (3.0 Honeycomb or higher)

Next Steps

For a step-by-step of key features and functionality of zipForm® Mobile, we recommend taking a look at the zipLogix® YouTube channel. They have a playlistplaylist devoted entirely to their mobile solution. You should also: