zipForm Training: Advanced Tools in zipForm & Transact

May 7, 2026 1:00 PM - 2:00 PM (PDT)

Description

Hosted by C.A.R. via ZOOM! 

Move beyond the basics and work more efficiently in zipForm and Transact. Take a closer look at advanced tools available in both platforms to help customize your workflow and manage complex transactions with confidence. 

We will cover advanced templates, clause libraries, custom checklists, task management, the form editor functions and features, organizing multiple offers, and tracking activity throughout a transaction. 

Join us to strengthen your skills and elevate your daily workflow!

Can’t make it? Register anyway, and we’ll send you the recording. Sign up today for this FREE training!