zipForm Training: Getting Started with zipForm & Transact - Basics

May 5, 2026 10:00 AM - 11:00 AM (PDT)

Description

Hosted by C.A.R. via ZOOM! 

Learn the fundamentals of both zipForm and Transact in this easy-to-follow training session. We will guide you through navigation, key features, and basic workflows so you can start a transaction, organize your documents, and work efficiently. This class is for anyone new to the platforms or just needing a refresher course. 

We'll cover creating templates with checklists and tasks, create a transaction using your templates, and basic functions inside both zipForm and Transact, highlighting the differences and similarities between the two.

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