Getting Started with zipForm & Transact – Basics

Description

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Learn the fundamentals of both zipForm and Transact in this easy-to-follow training session. They 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.

They'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.