Defining a ZipForm Data Service

Before you can download information from your ZipForm/WinForm account, you must set up a data service allowing ZipForm/WinForm to communicate with Top Producer 8i.

To define a ZipForm data service:

1. Open the 3rd Party Setup subtab. How?

   1. From the [User name] menu in the top right, select Settings. Example:

      

   2. Click the General tab.

   3. Click the 3rd Party Setup subtab.

2. In the 3rd Party Data Services Setup section, click the Add Data Service action link.

3. Select ZipForm Online from the 3rd Party Application drop-down list.

4. Enter your User ID (or Security Key) for the application. This will activate the interaction between ZipForm and Top Producer 8i.

5. Click the Add Data Service button.