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How to Email a Transaction

Step 1:
Open zipForm® Mobile for the iPhone™ by tapping the icon on your iPhone.

Step 2:
When the app opens, you will be defaulted to the transaction list. Select the transaction that you wish to email.

Step 3:
On the next screen you will see a list of the forms inside of the transaction that you have selected. On this screen will also be a series of options available for this transaction. One of these options is Email. Tap on the Email button.

Step 4:
Tap on each form that you wish to include in the email. Tapping on a form will place a check mark in the box to the left of it. There is also a Select All button and Clear All button on the bottom of the list. After selecting the forms, tap the Next button.

Step 5:
Enter the email address you wish to send this transaction to, a CC address (if necessary), an email Subject, and type in any message you wish to send with the email. When finished, tap on the Send button.



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