C.A.R

Frequently Asked Questions->How To

How To

article.gif (557 bytes) How to email a form from an email software?
article.gif (557 bytes) How do clients download the WINForms Transaction Viewer in order to view e-mailed transactions?
article.gif (557 bytes) How to verify the existence of the California Association of Realtors Library before actually entering the program?
article.gif (557 bytes) What if the California Association of Realtors Library does not exist, how do I download the library?
article.gif (557 bytes) How to download software and forms updates?
article.gif (557 bytes) How to bypass the Log on Screen?
article.gif (557 bytes) How to change my office address after moving to another company?  NOTE: Changing office address will not update the existing transactions and templates.
article.gif (557 bytes) How to update my existing transactions and templates after updating the office address?

Question: How to email a form from an email software?

At this time you can email from WINForms® only if you have Microsoft Outlook® or Outlook Express® software. If you do, then:

 

  1. Under File menu, click on Send Mail.
  2. Select whatever forms you wish to email.
  3. Click on the Lock/Unlock Transaction button and an Enter Password window will appear.
  4. Simply choose a password, enter it again to confirm it and Click Ok.
  5. Click Ok to move forward with sending the email.
  6. Microsoft Outlook® will automatically open a screen in which you can fill out the email address, subject and your message and attach your form. It's that simple.

Question:  How do Clients Download the WINForms Transaction Viewer in order to view emailed transactions?

Answer:  NOTE: If you already have WINForms installed, DO NOT install the WINForms Transaction Viewer.

Please have your clients do the following:

  1. To view the WINForms® Transaction File, you will need to download WINForms® Viewer at http://www.zipform.com/winformsviewer/
  2. Click on "Click here to download the viewer" to download the viewer.
  3. When the File Download dialog box ask: "What would you like to do with this file?" select "Running this program from its current location"
  4. Once the downloading is complete, double-click the attached transaction file from your email. The Viewer program will open the transaction file allowing you to view and add Sticky Notes.
  5. These electronic "sticky" notes allows Email Transaction Recipients to stick notes anywhere on an open form. Note sheets may be opened from the Toolbar by selecting New Note from the Notes Icon, or from the Tools menu, select Notes, then New. The Note sheet that appears may be altered in a number of ways by selecting the Option Icon in the upper left corner. Grab (press and hold the left mouse button) the lower right corner to change the size of the note sheet. Move the note sheet by grabbing the Title Bar at the top of the note sheet.

Additional Notes options are:

Hide All - to view text on the active page that is covered by a Note.

Show All - to undo the Hide All function for the active page having Notes.

Delete All - to remove all Notes on the active page.

Question:  How to verify the existence of the California Association of REALTORS® Library before actually entering the program?

Answer:

  • Log into WINForms®.
  • Cancel the Transaction Wizard Screen.
  • Click on Tools -> Users Manager.
  • Highlight the proper username under Users Manager (i.e., 'Master' or your username).
  • Click Properties button.
  • Click the Libraries tab.
  • Verify that the California Association of REALTORS Library has a green checkmark.
  • If not, check the box until the green checkmark appears.

Question:  What if the California Association of REALTORS Library does not exist, how do I download the library?

Answer: 

  1. Make sure your WINForms®  is shut down.

  2. Go to C.A.R. Online at www.car.org.

  3. While you are there, click on the Transaction Tools or WINForms icon.

  4. Under the “EXISTING USERS”, click on the “Update WINForms® software and forms”

  5. Click on the "WINForms® DESKTOP Software and Forms Updates" to download and install your software.

  6. Save the Software Download to Hard Disk

  7. Run the Installation Program by going to your Desktop or the folder you saved the file, and double-click on the newly downloaded installation program icon. 

    • Click Ok when asked whether you would like to install and run the software. 

    • Click Next button

    • Click Next button

    • Click Finish button to complete the installation. 

  8. Now, reopen your WINForms by clicking on its icon

Question:  How to download the software update?

Answer: 

  1. Make sure your WINForms®  is shut down.

  2. Go to C.A.R. Online at www.car.org.

  3. While you are there, click on the Transaction Tools or WINForms icon.

  4. Under the “EXISTING USERS”, click on the “Update WINForms® software and forms”

  5. Click on the "WINForms® DESKTOP Software and Forms Updates" to download and install your software.

  6. Save the Software Download to Hard Disk

  7. Run the Installation Program by going to your Desktop or the folder you saved the file, and double-click on the newly downloaded installation program icon. 

    • Click Ok when asked whether you would like to install and run the software. 

    • Click Next button

    • Click Next button

    • Click Finish button to complete the installation. 

  8. Now, reopen your WINForms by clicking on its icon

Question:  How to bypass the Log on Screen?

Answer:

  • Login to WINForms® Desktop software.
  • Cancel the Transaction Wizard Screen.
  • Click on Tools -> Users Manager.
  • Highlight the proper username under Users Manager (i.e., Master or your username)
  • Click Properties button.
  • Click the Preferences tab.
  • Verify that the Auto Login box has a checkmark.
  • If not, check the box until the checkmark appears.

Question:  How to update my existing transactions and templates after updating the office address?

Answer: To update your existing transactions and/or templates, do the following:

  1. Login to WINForms® Desktop software

  2. At the Transactions Manager, highlight the transaction and click Open button

  3. Select Add Form under File Menu

  4. In the Transaction category, highlight the form(s) and click on the Remove Form button

  5. Highlight the new forms in the selected categories (Listing, Purchase, etc.) and click on the Add Form button

  6. Save the transaction by clicking the Diskette button

  7. Repeat steps 1 through 6 for the templates

 

[Home] [Order WINForms] [Support] [FAQ] [Feedback] [Privacy Policy]