Real Estate Software
Real Estate Software Real Estate Software


How to setup data export for ZipForm®Online within Fidelity TransactionPoint
KBA-01271


Description

How to setup data export for ZipForm®Online within Fidelity TransactionPoint.

Solution

Follow the steps below:


Step 1:
While logged into Fidelity TransactionPoint®, click on Profile & Preferences, then click on User Profile:



Step 2:
Under External System Details you will see ZipForm listed. Leave the External ID field blank, type the e-mail address you use to log into ZipForm®Online into the Username field, then type the password you use to log into ZipForm®Online into the Password field:


Then click on the Finished link:


Please Note:
If you do not log into ZipForm®Online using an e-mail address, you will still need to type in the e-mail address associated with your ZipForm®Online account.

To retrieve the e-mail address associated with your ZipForm®Online account, log into ZipForm®Online the way you normally do, and look in the upper left hand corner of the page once you are logged in.


If you do not know your ZipForm®Online password, Click Here to reset it.



Did this resolve your problem?






RESOURCES
Documentation
Training CD


TRAINING
Live Online Training
Find a Trainer
Become a Trainer
Trainer Tools






REALTOR Secure;reg; sites follow best practices.
spacer
spacer spacer spacer

©Copyright 2009, zipLogix. All Rights Reserved