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



WINForms Online® FAQs

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

What if I forgot my WINForms Online® password?

4.

How do I download and install the Form Viewer?

5.

Sometimes the Form Viewer takes a while to load, is this normal?

6.

How long are my transactions stored on WINForms Online®?

7. Is WINForms Online® compatible with Mozilla Firefox?
8.

Can I backup a transaction to a floppy disk or other media source?

9. Can I e-mail my forms to clients using WINForms Online®?
10. Can I e-mail forms using Web based e-mail?
11. Why does WINForms Online® say that I am going to expire?
12. How do I renew WINForms Online®?
13. On how many computers can I install WINForms Online® on with one license?
14. How often and why do forms change?
15. How do I check for form updates?
16. Can I modify the wording on the forms?
17. Can I print blank forms?
18. How do I change the company information that prints on the bottom of each form?
19. Is WINForms Online® available in any foreign languages?
20. Can I save my transactions as Microsoft® Word® documents?
21. What is the difference between a Transaction File (.ZFX) and an Adobe® Reader® file (.PDF)?
22. What is ZipForm®Esign?




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 Online® work on a Macintosh® computer?

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

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

For more information about WINForms® Mac-Connect please go to Click Here.

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What if I forgot my WINForms Online® password?

You may reset your account by Clicking Here.

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How do I download and install the Form Viewer?

To learn how, please read Knowledge Base Article KBA-01118.

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Sometimes the Form Viewer takes a while to load, is this normal?

Yes.
The Form Viewer uses Microsoft .NET Framework and all of the components must load into memory at first launch. The Form Viewer will only take a while to load the first time you start it per Windows session. This means that if you restart your computer or reinstall the Form Viewer it will take a while to load the first time only. After that the components will be in memory and should load quickly from there.

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How long are my transactions stored on WINForms Online®?

Starting on June 1, 2005, your WINForms Online® transactions will be stored and maintained for a period of 14 months from the last date you saved the transaction. After that time, the transaction may be removed from your account, and it will not be recoverable after it is removed. If you would like to save a transaction, please export and save the transaction to another location, such as your computer, a CD-ROM or other off-line storage.

To learn how to export transactions from WINForms Online®, please read Knowledge Base Article KBA-01124.

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Is WINForms Online® compatible with Mozilla Firefox?

Yes. However, WINForms Online® uses ActiveX to detect whether or not you have the Form Viewer installed. Mozilla Firefox does not use ActiveX so you will receive a message that WINForms Online® cannot detect a viewer. If you have the Form Viewer installed you can click on the Continue button to log in.

If you do not have the Form Viewer installed and need to know how to install it, please read Knowledge Base Article KBA-01118.

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


Yes.
To learn how, please read Knowledge Base Article KBA-01124.

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

Yes.
There are 2 ways of sending transactions via e-mail.
If the transaction has already been saved, you may look for it on the Transaction/Template List.
Click on the Select Action drop down menu, and select Email.
An e-mail window should now appear.

Another way to e-mail a transaction is to open the transaction you would like to send.
Click on the File drop down menu above the toolbar.
Click on Send e-mail.
You may also click the Send e-mail icon in the toolbar which looks like a letter with a stamp.

When sending e-mail to clients who do not use WINForms Online®, the PDF format should be selected.

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


WINForms Online® uses server side e-mail, so it does not matter what type of e-mail service you use.

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Why does WINForms Online® say that I am going to expire?

30 days prior to your expiration date, you will be notified that your library is going to expire.

The renewal is on an annual basis and the price varies depending on the Association you belong to.

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How do I renew WINForms Online®?

WINForms Online® will prompt you with a renewal screen 30 days prior to your renewal date.
Click on the "Renew Now" button, and follow the simple prompts to renew your software for another term of use.

It may be required for you to log into your Association Web site, depending on the Association you belong to.

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On how many computers can I install WINForms Online® on with one license?

You may install WINForms Online® on as many computers as you wish, there are no installation limits.

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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.

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How do I check for form updates?

One of the advantages of using WINForms Online® is that the forms are automatically kept up to date, so there is no need to worry about updating forms.

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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® Online.

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How do I change the company information that prints on the bottom of each form?

To learn how, please read Knowledge Base Article KBA-01052.

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Is WINForms Online® available in any foreign languages?

No.
WINForms Online® is only available in English.

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

No.
WINForms Online® can only save transactions as a ZipForm® 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 ZipForm® 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
Download Viewer
Change Company Info
Documentation
How-To Videos
Training CD
System Requirements







 
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