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Hi there and welcome to this video on Transactions (zipForm Edition). Today we'll be going over how to create a new transaction.  Let's go ahead and get started. Let's start by logging into the software. Now that we're on the transactions tab let's  go and click on the new transaction button. A pop-up window will appear with five options,  available depending on what kind of transaction   you are making: New Listing, New Purchase or  Offer, New Lease, New Lease Listing and Quick E-sign The process for creating a transaction  is the same across all transaction types. For our purposes today we're going  to select New Purchase or Offer. Now that we've chosen a transaction type, we  need to complete the rest of the information. First, we need to enter in the name; which is  typically just the address of the property. Let's go and enter one now. Now that we have an address entered, we need  to choose the Category of this property.   In this case let's go with Residential. Now that we've chosen the Category we  can set the status of the transaction;   by default it will be set to active but you can  change it here to start from a different position. This section, Select Template, is where you would go  to manually apply a template to this transaction. We'll be covering how templates  work in a separate video.   You can add an image for the property by clicking  on add image then uploading one from your device. Now that we've entered all the  information necessary to make   this transaction, let's click on Save to create it. Once the system creates the transaction,  it will open up onto the Transaction Summary page. Let's take a quick look at  each of the tabs within the transaction. Our first tab is Transaction Summary, where the  majority of the data regarding the transaction will be. Included in this tab are sections such  as; Property Summary, with information regarding the property itself.  Purchase Summary, where  information relating to a purchase would go. Buying Side Commission Summary, where information  regarding commission on a purchase would go. Listing Summary, where information relating to  a listing would go. Listing Side Commission Summary where information regarding  commission on a listing would go. The Parties tab is where you would  enter in each of the individuals   involved in the transaction. For example let's create Buyer One. You may notice that there is no red  asterisk denoting mandatory fields. However we highly recommend including  at minimum their name and email address. Also if you're dealing with a trust or an estate  put the name of the trust or estate in the top section and the name of the individual  representing them in the bottom section Within Parties, you will also see the Share  feature, which allows you to temporarily   share the transaction with individuals who  wouldn't have access to the transaction, such as a client or the other agent in a transaction. This feature will be covered in...