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Hi there and welcome to this video on Transactions (zipForm Edition). Today well be going over how to create a template. Lets go ahead and get started! Well start here on the Template Tab. To begin creating a template, lets 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, lets go with New Purchase or Offer. Now that weve chosen the Transaction Type, we need to decide on a few other things. First, we need to enter a name for this template. Its 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, lets go with Residential. Now that weve chosen a category, we need to decide when this template will apply. We have
