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In the reference tab of Form Simplicity, users can check their current version and edition under account information. Florida Realtors members have access to the Professional Edition for free, which enables transaction management, document handling, and email capabilities. There is also an upgrade option to the Ultimate Edition, which offers increased storage space and unlimited e-sign sessions. Users can view their edition and upgrade if necessary from this section. The tutorial will then proceed to examine a specific transaction created by the user.