Sign directly on a tablet with your finger or stylus

Sign non-zipForm® documents via zipVault®

Securely stores signed copies in zipVault®

Fax or email executed documents

TouchSign™ A new feature of zipForm® Mobile

Web Edition

zipForm® Mobile Web Edition

$12.95/year

Log in at m.zipformonline.com from your Tablet or

Smartphone devices!

Log into zipForm® Mobile Web from your tablet devicem.zipformonline.com

Tap the “New” icon to create a new transaction

Provide a Transaction Name, Property Type and tap “Create” button

TIP!

You can also apply any existing templates to your transaction

Select the library you want to add forms from by tapping

Press the “Add” button to add C.A.R. forms to your transaction

TIP!

Tap each form to add 

Select the C.A.R. form you wish to edit and tap“Edit”

Tap the “More” menu to select additional zipForm® Mobile options

Highlighter

You can highlight the boilerplate of the form. Use your Stylus or finger to drag and position which areas you wish to highlight

 

Adding Notes to your forms

Notes

Insert additional instructions for clients directly on your form!  

Using zipForm® MLS-Connect

Tap “More”, then tap “Import MLS Listing Data”

You will need to have your MLS credentials available

1. Select MLS name2. Enter MLS User ID3. Enter MLS Password4. Select Property type

(Commercial, Residential, Vacant Land, etc.)

5. Enter Listing Number of the property

6. Tap“Get” button7. Check the

information, then tap “Import” 

Imported Successfully

Sending out via E-mail

Tap on “E-mail”

Select Contact

3 ways to sign electronically

• TouchSign™ (via tablet only, signer must be present)

• zipLogix Digital Ink® (FREE C.A.R. Member Benefit)

• DocuSign® (Must purchase, www.DocuSign.com)

Using TouchSign™

Electronic Signatures

Select “Sign with TouchSign” to begin signing process

Select C.A.R. Forms to send for e-sign

Select zipVault® documents to e-sign

Select signer and click TouchSign! button to begin signing process

Using your tablet – Clients can begin signing the documents

Create Your Own Signature.

Drag and Tap “Place” button to populate signature on field

Signer receives completion notice and an email confirmation will be sent to their inbox with a copy of the signed documents

Using zipLogix Digital Ink®

Select “Sign with zipLogix Digital Ink®” to begin signing process

Select C.A.R. Forms to send for e-sign

Select zipVault® documents to e-sign

Select signers, make sure their role is correct

You can also update the address book from this screen!

Use “Add Party “ button to include additional signers. Highlight “CC” checkboxes to send all parties the signed copies of the forms

Form fields are pre-tagged! No more drag and dropping of signature tags on C.A.R. forms. For non-C.A.R. forms, tap to drop in tasks.

1. Select the first party on your list

2. Drag and drop signature or initial tag on the form fields

1 2

Click Send and you’re done!

Signing via zipLogix Digital Ink®

Signing using zipLogix Digital Ink®

Returning e-sign clients will type in their PIN

Signers can select a Pin Code (password), choose a font style

and click “On to View/Sign”

Signers can choose to draw their own signature!

New e-sign clients will choose their PIN

Using DocuSign®

Select Documents

Select Signers

Tag for signature

Click Send and you’re done!

Viewing Signed Documents

Log back to zipForm® Mobile transaction page and select “Signatures” icon. Choose “View Signed Documents” from the drop-down menu to check the status of your digital signature submission

More informationwww.car.org/tools/zipForm/zfmobile/

How-To Videoswww.YouTube.com/user/zipLogix

One-on-One Supportwww.car.org/tools/zipForm/OneonOne/

Thank you!