www.car.org/tools/zipform/esign ziplogix ® digital ink training sending files to be signed using...
TRANSCRIPT
www.car.org/tools/zipform/esign
zipLogix® Digital Ink Training
Sending files to be signed using the new zipForm® Plus
A Free C.A.R. Member Benefit
www.car.org/tools/zipform/esign
The Digital Signature Advantage
• Trustworthy and verifiable digital signatures.
• Easily set up documents for signing directly from zipForm®
• Incorporate any PDFs for a complete signing packet
www.car.org/tools/zipform/esign
Digitally Signed Seal
Digitally Signed seal shows this document and signature are original (click a signature for validation window)
www.car.org/tools/zipform/esign
Send for signatures:Click eSign
• Send documents to be signed electronically using zipLogix Digital Ink ® (select your e-signing software in your zipForm ® Plus profile).
Go Beyond
eSign
www.car.org/tools/zipform/esign
Step One: Select forms and files
1. Select
2. Organize
3. Next
www.car.org/tools/zipform/esign
NEW! Sellers Can Easily Complete & Sign
Disclosures (TDS, SPQ) via eSign!
Sellers can easily complete TDS &
SPQ
Send docs for esign without
leaving zipForm site!
www.car.org/tools/zipform/esign
Step Two: Select signers
Go Beyond
1. Select
2. Done
3. Next
www.car.org/tools/zipform/esign
Optional: CC List and Verify ID
1. CC
2. Verify ID
4. Next
3. Drag and drop
www.car.org/tools/zipform/esign
Step Three: Add signing areas
Go Beyond
2. Send
1. Review Signature Areas
Click and drag to place a task
Change document or signer
www.car.org/tools/zipform/esign
Step Four: Send
Go Beyond
1. Start signing process
Edit the text for the email signers receive
www.car.org/tools/zipform/esign
Transaction Started
The first signer has been notified.
Close and return to zipForm
www.car.org/tools/zipform/esign
Email automatically sent to first signer
1. Click to start signing
Email from zipLogix Digital Ink Online Signatures
www.car.org/tools/zipform/esign
Signing: E-Sign Legal Consent
1. Read Legal Consent
2. Click accept
3. Click Next
www.car.org/tools/zipform/esign
Signing: Create Your Signature
3. Click On to View/Sign
1. Create a PIN (password)
2. Sign using your mouse or touchpad
Or, generate a computer (font) based signature
www.car.org/tools/zipform/esign
(Optional) Select a signature
3. Click On to View/Sign
2. Select your signature style
1. Create a PIN (password)
Or sign using your mouse or touchpad
www.car.org/tools/zipform/esign
• Your list of documents to be signed appears
Signing: View/Sign Documents
1. Click Next to start signing
Change list view
www.car.org/tools/zipform/esign
Signing: Click to Sign
1. Click the blue button to sign
2. Click Finish Signing
Signed dates auto-added after you click Finish Signing
Jump to the next task
www.car.org/tools/zipform/esign
• A green check lets you know the document is complete
Signing: Documents Signed
1. Click Open to view the document
www.car.org/tools/zipform/esign
Reviewing a Signed Document
Print or download
Digitally signed
www.car.org/tools/zipform/esign
Signing Complete
Go Beyond
www.car.org/tools/zipform/esign
CC List Email• Signers or outside parties added to the CC List
receive an email with signed documents attached once all signing is completed.
Go Beyond
www.car.org/tools/zipform/esign
View or download signed forms
Go Beyond
Click to see files using digital signatures
This file has documents sent to zipLogix Digital Ink®
www.car.org/tools/zipform/esign
View or download executed documents in
zipVault®
Go Beyond
Click folder
Click to open signed PDFs
www.car.org/tools/zipform/esign
Check status of signing
1. Click e-Sign
3. Click the date/time documents were sent
4. Check Status
2. Click Check Status
www.car.org/tools/zipform/esign
Check Status
View complete history
Check Status: Downloading or checking the status is available for 30 days
Email a signer
Download
www.car.org/tools/zipform/esign
Making changes
Change documents or signers*
Cancel (delete) this packet of documents
Making Changes: *Once a document has been signed, or a signer starts signing, for security reasons you are not allowed to make changes.
www.car.org/tools/zipform/esign
zipLogix Digital Ink® System Requirements
• It is important that you view a zipLogix Digital Ink® signed document using Adobe Acrobat
- The Adobe PDF viewer is free, and can be downloaded at www.Adobe.com
- Using a different viewer, you might not see the signature properly
- It is especially important to remember this for Apple computers. The Apple Preview function will not properly show the signatures.
www.car.org/tools/zipform/esign
Thank You
Additional information and resources:
www.car.org/tools/zipform/esign