The SLO County AORs are teaming up to bring members three free zipForm and Transact training webinars this year. Attend one or all three sessions and gain tips, tools, and practical workflows designed to help you get the most from this valuable member benefit.

Each class has separate registrations. Sign up for one or all three! All classes are held via Zoom! Can’t make it? Register and C.A.R. will send a recording.

Class #1: Digital Signatures in zipForm
Wednesday, April 15, 2026 | 10am-11am
Learn how to streamline the signing process for you and your clients using the electronic signature tools built into Transactions. In this training, you’ll learn how to prepare and send signing packets, track their progress, and make edits when needed using Authentisign and DocuSign®.

Class #2: Getting Started with zipForm - Basics
Wednesday, June 24, 2026 | 10am-11am
Learn the fundamentals of zipForm in this easy-to-follow training. We’ll cover navigation, starting a transaction, organizing documents, creating templates with checklists and tasks, and using the basic functions within a zipForm transaction.

Class #3: Getting Started with Transact - Overview
Wednesday, September 30, 2026 | 10am-11am
In this session, we’ll guide you through Transact navigation, key features, and basic workflows so you can start transactions, organize documents, and work efficiently. You’ll also learn how to create templates with checklists and tasks, start transactions from templates, and explore key similarities and differences between Transact and zipForm.

Heads up! zipForm will fully transition to Transact by the end of 2027. Getting familiar with the system now will help you stay ahead of the curve. Learn more at www.northcountyaor.org/s/zip2transact

THESE COURSES ARE BROUGHT TO YOU FREE DUE TO THE COLLABORATION OF: