Tessie Tigner

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Tessie Tigner WINForms Software Coordinator Rea
l Estate Business Services, Inc.
a subsidiary of the California Association of
REALTORS tessiet_at_car.org
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WINForms Online Overview

• Key Benefits and Features
• Introduction to RELAY
• WINForms Online In Action
• Clause Manager
• Working with Transaction
• Managing Transaction
• Using the Tool Bar
• Exporting Importing transactions
• E-mailing Transactions
• Creating Templates
• Using E-signature

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Key Benefits

• Forms are automatically updated.
• Store data on the secure Web server.
• Access your transactions from ANYWHERE!
• Multiple agents can share a single office
  computer.
  
• Ideal product for REALTORS who work in an office
  environment with a high-speed Internet connection.

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Features

• Email contracts without special mail client
  software installed on your PC.
  
• Save transactions as templates.
• Sticky notes.
• Mortgage calculator and Amortization table.
• Create custom clauses.
• Cover Sheet - automatic population.
• Automatic calculation of figures within certain
  forms.
  
• Import/export transactions between WINForms
  Online and WINForms Desktop.
  
• Electronic Signature

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REALTOR-centric Electronic Transaction Phase 1

• Vision of an electronic transaction conceived
  nine years ago.
  
• Phase 1 ZipForm
• Electronic forms
• Transform a prospect into a customer through the
  listing agreement
  
• Phase 2 Transaction Management
• Listing-to-Close

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Clause Manager
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Add/Save a New Clause
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Edit/Save an Existing Clause
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Use an Existing Clause
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Delete an Existing Clause
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Add an Annotation to a Form
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Dialog View
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Dialog View
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Cut/Copy/Paste

• Highlight the text to be cut or copied
• Click on the Cut Icon to remove highlighted text
  
  
• Or click Copy Icon to copy highlighted text.
• Click on the Paste Icon. The Paste command may be
  repeated. The text that is ready for pasting will
  not change until other text is copied or cut.

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Printing a Form / All Forms
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Export a Transaction to Hard Disk
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Export a Transaction to Hard Disk
Select the location the file needs to be copied
to (C Drive).
Click Save button.
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Import Transaction to WINForms Online
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Import Transaction to WINForms Online
Type in the Transaction name in the File Name and
press OPEN. The transaction will upload into WI
NForms Online as a transaction.
You must first locate your WINForms Desktop
transactions on your computers hardrive.
Open WINForms Desktop Click Tools Options
Make note of the path next to Local
C\WINDOWS\Application Data\RE FormsNet\Depot\Loca
l\Master
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E-mailing a Transaction
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E-Mailing a Transaction (cont.)
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E-Mailing a Transaction (cont.)
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E-Mailing a Transaction (cont.)
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E-Mailing a Transaction (cont.)

• Email format types
• PDF Adobe Acrobat file format (Portable
  Document Format)
  
• This format will give you the option to send
  individual pages.
  
• This is a READ-ONLY format. The recipient will
  not be able to edit this document.
  
• ZFX WINForms Format (ZipForm Transaction)
• This format will allow the recipient to open the
  transaction in the WINForms application.
  
• This format is in a READ and WRITE format. It
  can be edited by the recipient.
  
• You CANNOT send individual pages in this format.

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What is a Template?
A Template is a copy or duplicate of a
transaction that may be used repeatedly.
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Create a New Template
Click the Add/Create button in the Transaction /
Template List to create a new template.
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Create a New Template
Click the Add button to create a new template.
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Adding Forms to the New Template
Select the forms that you want to add into your
transaction by checking the boxes.
Click on the OK button after finishing your form
s selection.
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Added Form to a Template in Form Viewer
Double-clicking a form located in the Library
Pane will add the form to the template and
display in the Form Pane.
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Save Template
Click on the Disk icon of the Toolbar. This will
save your current template online so that it is
available on the Transaction/Template List.OR
Click on the Save item under File menu to save
the template.
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Create a Transaction with Template
Click the Add/Create button in the Transaction /
Template List to create a new transaction
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Select Template under the Template Drop-down menu
Enter the name of the transaction
Select Transaction/Template Select a proper Tran
saction Type Select a proper Property Type Selec
t Template Click on the Add button to create you
r transaction
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Transaction Opened with Existing Template
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E-mailing a Transaction
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E-Mailing a Transaction (cont.)
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E-Mailing a Transaction (cont.)
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E-Mailing a Transaction (cont.)
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E-Mailing a Transaction (cont.)

• Email format types
• PDF Adobe Acrobat file format (Portable
  Document Format)
  
• This format will give you the option to send
  individual pages.
  
• This is a READ-ONLY format. The recipient will
  not be able to edit this document.
  
• ZFX WINForms Format (ZipForm Transaction)
• This format will allow the recipient to open the
  transaction in the WINForms application.
  
• This format is in a READ and WRITE format. It
  can be edited by the recipient.
  
• You CANNOT send individual pages in this format.

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Summary of Benefits
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E-Signature in WINForms

• C.A.R.s eSignature is now available on WINForms
  Desktop and WINForms Online.
  
• eSignature sent from WINForms is legally binding
  and in accord with federal E-SIGN and Uniform
  Electronic Transactions Act (UETA) legislation.
  
• To learn more about how to access the service and
  how it works, go to www.docusign.com

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Documents signed via E-signature

• E-Signature via DocuSign
• How much does it cost?
• Do I need to be connected to the Internet?
• Does my client get charged?
• Who can sign up?
• Is it legal in the state of California?

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E-Signature Feature in WINForms
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E-Signature Feature in WINForms
De-Select any forms you do NOT want to have
signed.
Click OK to continue.
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E-Signature Feature in WINForms
By selecting Print, you are sending your
document(s) to the PDF Printer Driver. This is
the format that DocuSign needs in order to
process e-signature. Note This will not make
your documents spool to your printer.
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Enforcing the Legal Process
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Pricing Plan
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Tips Tricks

• Lookup Fields
• To add, remove, or edit look up lists
• Open a transaction.
• Select Tools menu of the Menu Bar.
• Select the Lookup Field youd like to edit.
• Items selected from the Lookup Files menu will be
  displayed in the Data Entries window. This is
  where editing may be conducted.
  
• Click inside the Data Entries box and make
  changes.
  
• Once you have completed your edits, click Save.
• The Clear button will delete all the values in
  the selected field.

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Tips Tricks

• How to clear Date field?
• Click on the Date field
• Press Esc key
• Click or tab outside of the Date field

• How to clear 0.0 amount out of any Dollars
  field?
  
• Click on the Dollars field
• Press Space Bar
• Enter text in the Dollars field

• How to enter text in any Date field
• Click on the Date field
• Press Space Bar
• Enter text in the Date field

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Need Help?

• WHO TO CONTACT FOR WINFORMS
• AND TECHNICAL QUESTIONS
• Customer Contact Center 213-739-8227
• C.A.R. Membership Department 213-739-8265
• Other technical or computer questions contact
• Tech Hotline at 800-773-8630
• Online Support
• www.winforms.com
• www.car.org
• 525 S. Virgil Avenue, Los Angeles, CA 90020
  Phone [phone]