The latest enhancement to zipForm® 6 Professional includes a document sharing icon which will allow agents to share select transaction documents with parties of their choice. Recipients will receive a notification with a unique link to access the documents, freeing up valuable storage space in their email inbox. Follow these easy steps to start using the document sharing feature:
- Log into zipForm® Professional (online account)
- Click the zipVault® tab
- Select the transaction name and choose Share from the drop-down
- Click the Add Recipient link to enter your clients’ information and email
- Choose what documents to share and click the Update button to send
Attend a free webinar training to learn about the latest addition to zipVault® on Wednesday, June 6th from 9 – 10a To register visit, https://www1.gotomeeting.com/register/136214120 For more information, visit http://www.car.org/tools/zipForm6/zipvault/