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Hi there and welcome to this video on Transactions (zipForm Edition). Today we’ll be going over how to create a template. Let’s go ahead and get started! We’ll start here on the Template Tab. To begin creating a template, let’s click on the “New” Button. Our first step is to choose what type of transaction this template will be for. We can choose from “New Listing”, “New Purchase or Offer”, “New Lease” or “New Lease-Listing”. For our purposes today, let’s go with “New Purchase or Offer”. Now that we’ve chosen the Transaction Type, we need to decide on a few other things. First, we need to enter a name for this template. It’s helpful to name it in reference to the type of transaction it will be applied to. Now we need to choose what category of transaction this will be for. These are the same categories you would choose from when creating a Transaction. In this case, let’s go with “Residential”. Now that we’ve chosen a category, we need to decide when this template will apply. We have...
