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Changing company information in ZipForm®Desktop
KBA-01123
 Watch the video
How to change your company information in ZipForm®Desktop.
Follow the steps below:
Step 1:
Close out of the ZipForm®Desktop program.
Step 2:
Go to the Company Name/Address Change page: Click Here.
Step 3:
Enter your Redemption Code and Last Name.
Please Note:
If you do not know your Redemption Code Click Here.
Then click on the Verify button.
Step 4:
Make the changes that you need.
Please Note:
You cannot change the Agent Name here.
Then click on the Continue button.
Step 5:
Click on the Update Now button.
Step 6:
A File Download dialog box will now appear.
Click on the Run button.
Step 7:
A Security Warning dialog box will appear.
Click on the Run button again.
Step 8:
If the ZipForm®Desktop program is open, please close it.
Otherwise click on the OK button.
Step 9:
The Welcome dialog box will now appear.
Click on the Next button.
Step 10:
The Start Upgrade dialog box will now appear.
Click on the Next button.
Step 11:
The Release Notes dialog box will now appear.
Click on the Next button.
Step 12:
The Completed dialog box will now appear.
Click on the Next button.
Step 13:
The Software Registration window will now appear.
Please enter your Redemption Code in the box provided.
Please Note:
If you do not know your Redemption Code Click Here.
Then click on the Next button.
Please Note:
If you have a firewall installed on your computer, click on Allow or Permit when prompted.
Clicking Block will result in an error that reads:
"The registration process requires a connection to the Internet."
If you are receiving this error, please refer to Knowledge Base article
KBA-01043.
Otherwise, continue with Step 14.
Step 14:
The installation will now attempt to register the program.
Click on the OK button.
Finished:
Your company information has now been updated.
Please Note:
The change will affect NEW TRANSACTIONS ONLY.
Saved transactions/templates may still have the old information.
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