Introduction to zipForm® and Transact

This session is designed for members who want a clear, simple introduction to both zipForm® and Transact. We will walk through the basics of each platform, explain how they differ, and show you how to start building transactions, organizing documents, and working efficiently in each system.

In this class, we will cover:

• How to start a transaction in zipForm®  and in Transact
• Key differences between the two platforms
• Navigating forms, templates, and digital signatures
• Sharing documents and collaborating with clients
• Best practices for beginners using either system

Join us to learn the essentials and gain confidence with both platforms.