REAL  ESTATE  FORMS  SOFTWARE
A MEMBER BENEFIT OF THE
CALIFORNIA ASSOCIATION OF REALTORS®



WINForms® Desktop FAQs


1. What's the difference between WINForms Online® and WINForms® Desktop?
2. Does WINForms® Desktop work on a Macintosh® computer?
3.

I've forgotten my username and/or password.

4.

Can I e-mail my forms to clients using WINForms® Desktop?

5. Can I e-mail forms using America Online®?
6. Can I email forms using Web based email?
7. Why does the program show that my WINForms® Desktop is going to expire?
8. How do I renew WINForms® Desktop?
9. How many computers can I install WINForms® Desktop on with one license?
10. How often and why do forms change?
11. How do I check for form updates?
12. Can I modify the wording on the forms?
13. Can I print blank forms?
14. Can I save a transaction on a floppy disk or other media source?
15. The company information on the bottom of my forms is incorrect. I need to change it so it prints correctly.
16. Is the WINForms® Desktop program available in any foreign languages?
17. Where do I go if I want to backup my saved transactions or move them to a different computer?
18. Can I save my transactions as Microsoft® Word® documents?
19. What is the difference between a transaction file (.ZFX) and an Adobe® Reader® file (.PDF)?
20. What is e-signature?




What's the difference between WINForms Online® and WINForms® Desktop?

WINForms Online®, is as easy as logging on to the Internet.
It offers all of the convenience of WINForms® Desktop, and allows you to access your forms library and transactions from any computer with an Internet connection.
With WINForms Online® you can access forms and data at the office or at home by entering your login and password.
If you work with a partner or assistant, both of you will be able to use WINForms Online® from different locations.

WINForms® Desktop offers the convenience of being installed directly onto your PC or laptop.
With instant access to your forms library, you will be able to create new transactions or modify existing ones wherever your desktop computer is located.
When installed on your laptop, WINForms® Desktop offers the versatility of traveling with you.
Create forms while in the Client?s home or office offering them the opportunity to view documents without delay.

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Does WINForms® Desktop work on a Macintosh® computer?

No.
Currently ZipForm®Desktop does not work on a Macintosh® computer.

ZipForm®Mac-Connect is available as an add-on, and will allow you to use ZipForm®Online on a Macintosh® computer.

You will need an active ZipForm®Online account in order to use ZipForm®Mac-Connect.

For more information about ZipForm®Mac-Connect Click Here.

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I've forgotten my username and/or password.

You may reset your account by Clicking Here.

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Can I e-mail my forms to clients using WINForms® Desktop?

Yes.
To learn how, please read Knowledge Base Article KBA-01120.

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Can I e-mail forms using America Online®?

AOL® 8.0 and above can be used with WINForms® Desktop once AOL® is set as the default e-mail client.

To learn how, please read one of the following Knowledge Base Articles:

AOL® 8.0 KBA-01119
AOL® 9.0 KBA-01086

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Can I email forms using Web based email?
(i.e. Hotmail, Yahoo!, etc.)


No.
WINForms® Desktop uses MAPI compliant email clients ONLY.

Microsoft® Outlook®, Microsoft® Outlook Express®, AOL® 8.0 or 9.0 are some examples of MAPI compliant email clients that do work with WINForms® Desktop.

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Why does the program show that my WINForms® Desktop is going to expire?

30 days prior to your expiration date, you will be notified that your library is going to expire in a specific number of days.

The renewal is on an annual basis and is free to members of the California Association of REALTORS®.

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How do I renew WINForms® Desktop?

Beginning March 1, WINForms® Desktop will prompt you to renew the product every time you access the software.
Click on Renew now, accept the License Agreement and you will have access to the software for another term of use.
You must renew WINForms® Desktop by March 31 or the software will expire.

Please note: You must be connected to the Internet to successfully renew the software.
To ensure a smooth renewal process, configure your security/firewall software to allow WINForms®.

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How many computers can I install WINForms® Desktop on with one license?

A single agent copy of WINForms® Desktop has three installs.
You may use these installs at your own discretion.

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How often and why do forms change?

Forms are reviewed and revised on a continual basis.
Legislative action or court decisions that affect the liability of REALTORS® will require immediate revisions.
We recommend that you check for form updates on a regular basis.

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How do I check for form updates?

You can check for form updates within the WINForms® Desktop program by clicking on the Help drop down menu above the toolbar, then clicking on Check For Updates.

You can also go to our Web site at www.winforms.com, and click on Form Updates under Support on the right hand side of the page.

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Can I modify the wording on the forms?

No.
You may only modify the text entered into each field.
All text outside of the fields can not be modified.

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Can I print blank forms?

No.
The buyer, seller, and property address needs to be filled out before you can print a form in WINForms® Desktop.

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Can I save a transaction on a floppy disk or other media source?
(i.e. CD, Zip Disk, USB Flash Drive)


Yes.
With the transaction open, select Save Transaction As from the File menu.
Then select the drive from the Save As window.

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The company information on the bottom of my forms is incorrect.
I need to change it so it prints correctly.


To learn how, please read Knowledge Base Article KBA-01123.

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Is the WINForms® Desktop program available in any foreign languages?

Yes.
The WINForms® Desktop program now has Foreign Language Forms.

To obtain these forms, please visit our Web site at www.winforms.com, and click on Foreign Language Forms on the left under WINForms® Desktop.

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Where do I go if I want to backup my saved transactions or move them to a different computer?

Go to the following path on your computer to retrieve your previous transactions:

C:\WINDOWS\Application Data\RE FormsNet\Depot\Local

Copy all of the folders that are in the Local folder to a disk and place them into the exact same location on the other computer.

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Can I save my transactions as Microsoft® Word® documents?

No.
WINForms® Desktop can only save transactions as a WINForms® transaction file (.ZFX) or an Adobe® Reader® file (.PDF).

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What is the difference between a transaction file (.ZFX) and an Adobe® Reader® file (.PDF)?

A Transaction File (.ZFX) is a file format that only WINForms® can read.

An Adobe® Reader® file (.PDF) is a file format that can be read by Adobe® Reader®.

If you do not have Adobe® Reader® installed, you may download and install the reader from Adobe®'s Web site at www.adobe.com.

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What is e-signature?

E-signature is an innovative online alternative process that replaces the need for a traditional physical signature.
Documents can be electronically signed or initialed from anywhere in the world.
This process is similar as you do today with paper allowing you to place 'sign here' sticky tabs - but allows you to electronically send 'instant envelopes' for a much quicker turn around.

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Support Resources

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WINForms® Quickstart
Form Updates
Change Company Info
Download Software Again
User Guide (pdf)
Documentation
How-To Videos
Training CD
System Requirements





 
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