Important: This is the FINAL WEEK of Instanet Service
This is the final week that you will have access to transactions and information in Instanet Transaction Desk, and by extension, Instanet DocBox. Any data you are currently storing in any Instanet systems WILL NOT BE AVAILABLE AND CANNOT BE RECOVERED AFTER September 30, 2015.
This means YOU ARE RESPONSIBLE FOR BACKING UP ANY RELEVENT DATA before the system is turned off. This is the end of our service agreement with Instanet and they will not be providing services to any members, at any price point, after the change.
What happens to my Transactions?
They are gone on October 1. You should download any you wish to preserve using the Archiving Guide.
What happens to my Contacts?
They are gone on October 1. You should manually retrieve any contact information yourself from the Instanet Platform as their EXPORT function does not currently work. We are talking to Instanet support about alternatives, but they have made no guarantee.
What happens to my “in-progress” transactions in Transaction Desk?
They are gone on October 1. You must move these over to zipForm® as soon as possible, we apologize for this inconvenience. We are going to try to notify people with open or outstanding documents that they need to move them ASAP.
What happens to any disclosure I have uploaded using DocBox right now?
They are gone on October 1. You should make sure that you have the disclosures uploaded instead to a cloud storage solution of your own choosing, and then allow agents to ask you for the link (or add the link to the Agent-Only Remarks). Those solutions don't offer built in tracking.
Okay, what is the basic outline of forms I need to use for taking a Listing?
Please refer to this template guide, or view this example of a Listing package in zipForm®.
Alright, what is the basic outline of forms I need in order to write an offer to Purchase?
Please refer to this template guide, or view this example of a Purchase package in zipForm®.
If I'm used to an Instanet form how do I find the replacement form in the new SFCA Library in zipForm®?
We have a worksheet you can reference for the basics, this is primarily a guide, please make sure you ask your broker if you are using the right form or talk to C.A.R. legal. SFARMLS cannot advise on WHAT form to use for a purpose. You can download the reference worksheet here.
Instanet/Transaction Desk/DocBox data WILL NOT BE RECOVERABLE as of October 1st.
SFAR is holding a series of “end of Instanet/zipForm® crash course” open-door workshops. They are DROP-IN, but space is limited so you must register so we can anticipate how many people will be coming. Please bring your laptop or other device so you can self-guide and we will help with questions.
Thursday, September 24 | 9:00 am to 11:45 am | REGISTER
Friday, September 25 | 9:00 am to 11:45 am | REGISTER
Monday, September 28 | 9:00 am to 11:45 am | REGISTER
Wednesday, September 30 | 10:00 am to Noon | REGISTER
These are not instructor led classes, these are times when staff is on hand to help you figure out basic tasks and answer questions to get you working on your own. Please make sure you sign up, as conference room space is limited.
What will we be helping you with?
* Getting into zipForm from MLS or from member site
* Making sure you can access the new SFCA library
* Basics of DigitalInk (replaces Authentisign)
* Help with archiving old data
* How to start a basic transaction in zipForm
* How to start making your own templates
* Where to get help, videos
What will we NOT be going over?
* DocuSign (seperate paid product)
* zipForm Mobile app
* Which forms to use for what – that is between you, C.A.R. Legal and your Broker
* Moving all of your data – we will show you basic steps, then you are responsible for moving your data
* We won’t be discussing any features/shortcomings/bugs in zipForm® or SFARMLS
Additional resources: VIDEO notes from Jay PM (MLS/IT) and Matt Fuller (CFO)
Important MLS Forms Update - DocBox: https://youtu.be/GKadxvdlM2c
Changes to Forms Libraries - the forms in ZipForms: https://youtu.be/cTufmpaUPgA
