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How to create and use a profile in ZipForm®Mobile
KBA-01194
How to create and use a profile in ZipForm®Mobile.
Follow the steps below:
Step 1:
Open the ZipForm®Mobile program and open an existing transaction by tapping the My Transaction button:
Step 2:
After the Transactions are done loading, select a transaction to open by tapping on it. Then tap on the View/Edit button:
Step 3:
When the transaction opens, tap on the View/Edit drop down menu:
Step 4:
Then select the profile type you wish to create:
Step 5:
Fill out the appropriate information and then tap on the Save Profile button:
Step 6:
You will be prompted to create a name for the profile. Enter a profile name and tap on the Ok button:
To use a profile in an existing transaction:
Step 1:
Open an existing transaction by tapping the My Transaction button:
Step 2:
After the Transactions are done loading, select a transaction to open by tapping on it. Then tap on the View/Edit button:
Step 3:
When the transaction opens, tap on the View/Edit drop down menu:
Step 4:
Select the category your profile fits:
Step 5:
Then tap the Autofill from drop down menu and select the profile you created:
Step 6:
A Confirm Autofill dialog box will appear. Tap on the Yes - Autofill Now button. The information filled out in the profile will auto populate to the appropriate fields:
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