® time saving esigning tips with ziplogix digital ink amy a. ulloa zipform products coordinator...

®

Time Saving eSigning Tips with zipLogix Digital Ink

Amy A. UlloazipForm Products Coordinator

CALIFORNIA ASSOCIATION OF REALTORS®

®

The Paperless Transaction

1Complete

contracts quickly and professionally

2Get secure paperless

signatures using eSign

3Continue working with and storing

forms, documents, and archives online

Together, these tools help you seamlessly meet your office and client needs from anywhere, at any time.

Signing Contracts Paperlessly

Congratulations! Your client is ready to execute the contract. How do you make signing easy for you and your client?

Professionalism – Clients can click to sign from any computer, tablet, or

smart phone

Accuracy – Signature areas are “pre-tagged” (marked for you) by zipForm® Plus

according to the signer’s role

Expertise – Your expertise travels with the contracts, since you are always in

control of who is signing, where they sign or initial, and what they fill out

Trust – Contracts are secured with Digital Signatures, ensuring signature and contract

authenticity can be confirmed each time the PDF is opened

Easy to use

Always accurate, secure, and up to

date

Seamless professional workflow

Reduced data entry

The zipForm® Advantage

Secure Digital Signatures

• Confirms signatures are valid each time the PDF opens• Prevents tampering with the final contract• Independent verification is visible and verifiable by

anyone through the free Adobe Acrobat Reader

zipLogix Digital Ink®

zipLogix Digital Ink Tip #1

Use the Cover Sheet

®

Auto-fills email into e-SignzipLogix Digital Ink®

zipLogix Digital Ink Tip #2

Entities as clients using zipLogix Digital Ink

®

®

EntitieszipLogix Digital Ink®

1. Fill out RCSD 2. Fill out your RPA with the entities full name

EntitieszipLogix Digital Ink®

3. Click on “e-Sign” on the toolbar. In the Transaction Parties window, delete the entity name and replace with the signer’s name.

4. Click on “Done”, then “Next”5. Click “Send”, your e-Sign has been sent!

Signer and Entity Name Appear

zipLogix Digital Ink®

zipLogix Digital Ink Tip #3

Select the order of your signers

®

Change Order –Signers will receive simultaneously

zipLogix Digital Ink®

zipLogix Digital Ink Tip #4Ensure everyone receives

fully executed copies

®

Check CC box, signer receives fully executed copy

Non-signers (TC, escrow,

etc.) receives fully

executed copy

CC List EmailSigners or outside parties added to the CC List receive an email with signed documents attached as PDFs, once all signing is completed.

Signed Contract(s)

zipLogix Digital Ink Tip #5

Check Status

®

Check StatusReview progress, modify, or cancel the signature packet.A. Click eSignB. Click Check

StatusC. Click Check

Status

C

B

A

zipLogix Digital Ink®

zipLogix Digital Ink Tip #6

Resend Invitation

®

Email Signing Link

E-Mail

Edit E-Mail

Include link

Send

zipLogix Digital Ink®

zipLogix Digital Ink Tip #7

Cancel or Modify Submission

®

Check Document Status

Check Status: Downloading or checking the status is available for 30 days

Cancel

History

Modify

zipLogix Digital Ink®

zipLogix Digital Ink Tip #8

Acknowledge/Agree and Read

®

Add TasksHave a document

that signers need to see but not sign?

Drop in the Acknowledge/Agree

orRead

Allows signer to acknowledge they

opened and/or read the document(s)

zipLogix Digital Ink Tip #9

Text and checkboxes

®

Must drop a signature or initial task first

History

zipLogix Digital Ink®

Drag text box or

checkbox on to form

Drag and drop text or check box document

Remove Label: This way the text field only shows your text.

zipLogix Digital Ink®

Text appears inside box

Check Status: Downloading or checking the status is available for 30 days

History

zipLogix Digital Ink®

Check box appears on form

Check Status: Downloading or checking the status is available for 30 days

History

zipLogix Digital Ink®

zipLogix Digital Ink Tip #10

Update Your Signature

®

Type in your

password

zipLogix Digital Ink®

Reset Password: An email will be sent for reset.

Choose a generated font or

draw your own

zipLogix Digital Ink®

Draw your Signature: Click to draw

Fully executed document has all tasks!

zipLogix Digital Ink®

zipLogix Digital Ink Tip #11

What Signers See

®

A

B

Legal consentA. Read and accept the E-Sign Legal ConsentB. Click Next

Signing Contracts

C

D

Create Your SignatureC. Select your Signing Password

D. Select a signature font ORDraw your own signature

E. Click On to View/Sign

Signing Contracts

E

Option: Choose a Signature FontSelect the desired signature font (style) from the displayed options. This selection will represent your signature on the documents you are signing. When finished, click On to View/Sign.

Signing Contracts

Signature Font

On to View/Sign

Option: Draw Your Own SignatureClick the toggle button to choose to draw your own signature. You can draw using a mouse, touchpad, tablet, phone, or stylus.

Signing Contracts

Draw Signature

On to View/Sign

Ready to Review and SignClick Let me review to read the contract and click to sign as prompted. Confident in the contract’s contents?

Click Go! to scroll automatically.

Signing Contracts

Click to Sign and InitialSigning Contracts

G

Previous

Progress

Next

Signed

Optional FieldsSigning Contracts

Optional Check Box

Fields that are optional will be highlighted with blue instead of yellow, and will have the Optional tag.

Finished SigningSigning Contracts

HReview

Click Finish to complete the signing process when prompted. Not yet ready to commit to these contracts?

Click Stay Here to continue to review the contracts.

Signing CompleteSigning Contracts

Congratulations! Signing is complete. Click Review to see a copy of the signed documents, complete with time and date stamps and digitally signed seals.

Review

Review Signed ContractsSigning Contracts

When reviewing the signed documents, you can download or print the contracts at any time.

Download or Print

Signature

Initials

Automatic Date

Thank you for Signing emailSigning Contracts

When you have finished signing, you will receive an automatic email which lists the contract(s) that you have signed and provides a link to view or download the contract(s).

View Signed Documents

zipLogix Digital Ink Tip #12

Find Fully Executed Documents

®

Transactions with Signed Contracts

This file has documents sent to zipLogix Digital Ink® Contains Documents Sent for Signatures

Signed Contracts Stored in zipVault • A folder of signed contracts appears • A new notification with direct link to the

documents appears

Notification

Folder

Signed PDF

eSignaturesYou now know how to:

Send forms to be signed using the eSign buttonSelect documents to send for signaturesSelect signersReview signature areas on the form and send for

signaturesView signed documents

• Folder within zipForm® Plus once all signing is complete

• Check Status to view signature status in progress, email signers, and make small edits if needed.

Next Steps

• Try it! Reinforce your learning– Send a documents to yourself for signatures

• Learn more! – www.YouTube.com/ziplogix – Step-by-Step Instructions – Click the (?) button

in zipForm® Plus – Live Webinars – Sign up for a future live training

at www.car.org/education/webinars