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www.ziplogix.com Broker Guide | Page 1
Table of Contents Welcome ............................................................................................................................................................. 3
Office List ......................................................................................................................................................... 4
Add New ..................................................................................................................................................... 4
Menu ........................................................................................................................................................... 4
Office Menu ..................................................................................................................................................... 4
Users – The Agent List ..................................................................................................................................... 6
User Roles ........................................................................................................................................................ 6
User (Agent) Menu ............................................................................................................................................. 7
Add a User ................................................................................................................................................... 8
Set zipForm® Password e-mail .............................................................................................................................. 9
Moving an Agent to a New Office ...................................................................................................................... 11
Change an Agent’s Office ............................................................................................................................. 11
New .......................................................................................................................................................... 13
Open and Edit ............................................................................................................................................. 13
Global, Office, and Agent Status Templates .......................................................................................................... 13
Global (Broker) Template ............................................................................................................................... 13
Create a Template ........................................................................................................................................ 14
Global, Office, and Agent Clauses ..................................................................................................................... 15
Global (Broker) ............................................................................................................................................ 15
My Clauses (Agent/Personal) ......................................................................................................................... 15
Creating and Managing Clauses Using the Clause Editor ........................................................................................ 16
Add a Clause ............................................................................................................................................. 16
Using Clauses ................................................................................................................................................. 16
Run a report ............................................................................................................................................... 19
zipForm® Plus Storage .................................................................................................................................. 20
Minimum System Requirements: ........................................................................................................................... 24
Recommended System Requirements .................................................................................................................... 24
Guidelines for Uploading Files ............................................................................................................................ 24
Images (Property Photos, Agent Photos, and Contact Photos) ................................................................................. 24
Product Support Information .................................................................................................................................... 25
Help Desk: ..................................................................................................................................................... 25
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