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ZIPFORM
Updated on January 02, 2008 		Frequently Asked Questions

 

Operating ZipForm Questions

Q. What is the ZipForm Automatic Update Feature and how does it work?
A. Don’t be alarmed if ZipForm tries to connect to the Internet the next time you log in! The latest release of ZipForm has an auto update feature which checks the Internet upon login for recent form and program updates. The frequency by which it checks the Internet may be changed to daily, weekly or disabled entirely (not recommended). To modify its occurrence follow these steps:
  1. Open ZipForm
  2. Select the “Help” menu
  3. Select “Check for Updates”
  4. If the auto update feature tries dialing the Internet click “Close.” If you are asked if you wish to abort this operation click “Yes.”
  5. From the Version Verification Manager select “Options”
  6. Select the desired sequence (every time program starts, once a day, or once a week)
  7. Click “Save”
  8. Click “Close” to close the Version Verification Manager
  9. You can now proceed using ZipForm

Click here to see the forms included in the March 2002 update

Q. How do I email using ZipForm version 5?
A. E-mailing Contracts. Any user may email transactions and contracts using ZipForm® 5 if email software such as; Microsoft Outlook®, Outlook Express® or Eudora are readily available on a computer. Once form information is filled out in a transaction to the satisfaction of the user, emailing may begin. Follow the steps below:

  1. Click on File, 

  2. Click Send Mail

  3. A window will appear that allows the user to check mark which forms should be sent. Press OK when finished.
    At this time the computer system will search for and open the default email software specific to that computer. Once the default email software is located, the program will compose a new email containing a standard default ZipForm® email message and will attach the pre-selected contracts for sending. 

  4. A user may insert a personal message by typing inside of the email screen. It is recommended that a user include any personal message on top of the default message. It is also recommended that a user not edit or alter in any way the default email message. This message contains user-friendly instructions explaining how to download the ZipForm® Transaction Viewer (needed to view the contracts), and offers appropriate technical support numbers. In order for the recipient to open any emailed contracts, this Transaction Viewer must be downloaded. IMPORTANT! The transaction viewer is to be downloaded only by recipients who DO NOT have the ZipForm® Program installed on their computer. 

  5. Type in any recipients who are to receive the contracts. It is recommended that users CC (carbon copy) themselves so a record of the actual contract emailed is on file. Also, be sure to fill in the subject field of the email, 

  6. Click Send as normal to send out the email.

America Online (AOL) & Internet Email Users:
AOL and Internet email (i.e. Hotmail, Yahoo, etc.) does not support MAPI (Mail Application Protocol Interface). In order to send an email using AOL or Internet email, the transaction must be saved as a file, then emailed as an attachment.

Saving transaction files as attachments instructions: 

  1. From the File menu, select the Save Transaction As option

  2. Name the transaction and Save it to a specified location. Be sure to remember where the file is located so it may be retrieved and attached to the email.

E-mailing instructions: 

  1. In the ZipForm® 5 Program, select Send Mail from the File Menu of the Menu Bar. A New Message window will appear

  2. Tab to, or click in the Message field and Select All from the Edit menu of the Menu Bar. This will highlight all the instructions for the recipient to view the transaction

  3. Select Copy from the Edit menu of the Menu Bar and close the New Message window. (This action will copy the Transaction Viewer instructions for inclusion in the AOL or Internet email)

  4. Open the AOL or Internet email and Paste the instructions into the Message field

  5. Attach the transaction file and enter the email address

  6. The transaction may now be emailed. For questions about using AOL or Internet email to send ZipForm® 5 emails, send an email to ziptech@zipform.com.
Q. What is my password?
A. The initial password is "password". To change your password choose "Options" then "Change Passwords" from the Menubar of the program.
Q. Do I need to be connected to the Internet when I use ZipForm?
A. No. Other than the initial download and installation you do not need to be connected to ZipForm to use it. If after entering your redemption code you continue to be prompted to install the program you are most likely launching ZipForm from the ZF5WRA icon which is the installation icon. Start ZipForm by clicking on the black/red ZipForm 5 icon.
Q. Why are some fields red?
A.  A red field is a "read-only" field. This information must be completed on the Cover Sheet in order for it to transfer to the form.