® time saving esigning tips with ziplogix digital ink amy a. ulloa zipform products coordinator...
TRANSCRIPT
®
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
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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
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Change Order –Signers will receive simultaneously
zipLogix Digital Ink®
zipLogix Digital Ink Tip #4Ensure everyone receives
fully executed copies
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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
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Email Signing Link
Edit E-Mail
Include link
Send
zipLogix Digital Ink®
zipLogix Digital Ink Tip #7
Cancel or Modify Submission
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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
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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
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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