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How can I unlink a room from a ZipForm transaction. I linked to the wrong one.

  • April 11, 2019
  • 3 replies
  • 67 views
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Docusign Employee
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How can I unlink a room from a ZipForm transaction. I linked to the wrong one.

Best answer by Community Expert

In talking to the DocuSign help desk, the way to remove the link from a ZipForms transaction to a Transaction Room Transaction is in ZipForms - you can go to the Icon of the ZipForms window you wish to unlink and in the right corner there is a down arrow (carrot) to click on. A pull down menu appears with an option to link to external programs - elect it and then unselect the TR it is currently linked to. You can also link to a specific TR transaction using the same options.

3 replies

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Docusign Employee
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I found the following DocuSign article which seems to cover your issue...I confess I do not use Zipforms so if this is not what is needed, I would suggest a DocuSign Support case.

https://support.docusign.com/en/articles/How-do-I-unlink-my-DocuSign-Transaction-Rooms-and-zipForm-accounts

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Docusign Employee
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  • Community ExpertDocusign Employee
  • Docusign Employee
  • 1934 replies
  • Answer
  • April 11, 2019

In talking to the DocuSign help desk, the way to remove the link from a ZipForms transaction to a Transaction Room Transaction is in ZipForms - you can go to the Icon of the ZipForms window you wish to unlink and in the right corner there is a down arrow (carrot) to click on. A pull down menu appears with an option to link to external programs - elect it and then unselect the TR it is currently linked to. You can also link to a specific TR transaction using the same options.

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Docusign Employee
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Great, thanks for posting the resolution for all Community members.


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