zipform, docusign, cartavi … oh my!!!

zipForm, Docusign, Cartavi … OH MY!!!

Making Sense and Good Use of zipForms with Docusign and Cartavi Integration

(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014


Membership Privileges Many* of the local associations that you belong to in our area have decided to pay for Docusign for all of their Realtor® members in 2014.

But it’s more than just Docusign, you also get a Cartavi Pro account (now a Docusign company) that gives you cloud storage for your transactions with an eFax and lots of cool possibilities.

My goal with this class is to show you how you can use these tools to save time and trouble. We will talk about linking everything together and what an ideal transaction could look it using these tools.


Why These Tools?

Photo courtesy of Docusign


Why These Tools?

Complete all of your forms in zipForm Plus

Get them signed electronically with Docusign

Store and share them online with controlled access in Cartavi

Your entire transaction in the cloud … paperless?


Pesky FormsPaperless to a point.

Sellers DisclosureBuyers Financial Information

Two forms (and possibly more) that YOU do not fill out, and to make these forms “fillable” on Docusign for your clients will not be fun …

Email the form from zipForms and ask your client to scan it and email it back OR fax it to your Cartavi eFax to jump back into the cloud.

If your client does not want to Docusign, you always get everything ink signed and fax the docs to your Cartavi eFax.

Your entire transaction in the cloud … paperless?

Really want every single form fillable? You can do it with a Docusign template that YOU create …

Getting StartedMake the connections to get started working with zipForm Plus, Docusign and Cartavi


1. Connect Docusign to zipForm Plus

2. Connect Cartavi to Docusign AND

3. Connect Cartavi to zipForm Plus

Yes, yes I know. Just do it.

Note to BCAR, MCAR, GPAR and SWRA members: Since CBH did not setup your Docusign or Cartavi accounts, I cannot tell you what your usernames and passwords are … check with your local boards!

Connect = Entering Your u/p’s in Each Program



www.zipformplus.com

1. Click on the drop-down under your last name

2. Click on Profile

3. Click on Settings

http://www.zipformplus.com/


www.zipformplus.comAt the top of the Settings Section, you will see E-Signature Options … click the radio button in front of Docusign

Type in your Docusign email and password

Click Save (at the top)

http://www.zipformplus.com/


www.cartavi.comYou will need to create your Cartavi account (Docusign has been created for you).

Go to: www.cartavi.comClick Create an AccountSelect ANY of the 3 account optionsType in your information Under “payment information” > type in your association promo code Click Apply

http://www.cartavi.com/



www.cartavi.com

Click on Settings

Click on Docusign SettingsEnter your Docusign email & password Click on Save Changes



You’re Not Done!Click on IntegrationsType in your zipForm Username Type in your zipForm Password Click on Save Changes

The Ideal Transaction Using these Tools …


The Ideal TransactionWhat your transaction couldlook like using these tools


1. Complete your forms in zipForms

2. REVIEW with your client

3. Begin the e-sign process

4. Store it all with shared access in Cartavi

zipForm Plus


Let’s review what happens here …


Complete Forms

Complete ALL forms in zipForm Plus …If you need to edit a form after reviewing it with your client, it is easier to make the changes and edits here and then move to Docusign.


Using zipForm Templates

Type Name Select Type(s) OPTIONAL > Click the

drop-down at Apply Template

Click SAVE



Selecting the template will build your transaction folder with all of the “typical” docs. Click on a form in the Form Library (on your right) to add it.



Click on the document to begin filling it out … when you use a template or auto-fill this can go much faster.


Review the FormsSigning electronically happens quickly. So quick that you might not have explained your forms before the clients clicks “review” to sign …

You might want to consider writing something in your Docusign email when you send the forms that mentions reviewing the documents.

Note: Clicking “Review” means they are going to start signing in t-minus 5 seconds.


Line 7 in the AOSPlease consider what you will do with your 1st deposit when signing electronically. If you put an amount here and do not get the check to the seller at the time of signing, you are executed, but out of agreement – which puts your buyer in jeopardy.

Suggestion: Strike out Line 7Use Line 8 and give yourself 2 or 3 days for the 1st depositUse Line 9 if you have a second deposit

32nd Deposit


Review the FormsFor those times when you cannot review your forms in person, try zipConsult – a web conferencing platform that will allow you to communicate with your clients over the web to review your forms.

Click on the green circle with 3 heads to get started

Click on Launch Meeting Now


Online :)

Type in the client’s name (first and last) and email address. Click Add to add more … when you have everyone you need, click on Meet Now.


YEY They Want Sign!Click on e-Sign inside of your transaction (fountain pen icon)


Select the Docs to be SignedCheck off the docs you want or click Select AllClick Next


Add Signer EmailsFind your signers at the bottom in the window that pops up (or use the blue + sign to make it pop up) – should be you and your client. Add email addresses and click Done.

Click Continue to Docusign and … (wait a bit)

Docusign




You Made it to Docusign

Verify that all of your documents made it over …


Add Any Extra DocumentsAdd your extra documents here.

The steps (all in Docusign – once you are transferred over from zipForms):

1. Click on Browse from my Computer2. Select the document you wish to add3. Click on Open


Verify & Personalize

Verify the signers email Write a short message Click Next

For added security, you can “add an access code” under Identity in Docusign. Each signer can have different codes, or the same.


Add Signature & Initial Tags

Add initials or extra signatures HERE – just drag and drop the little flags. Click Preview and then Send when you are ready!

When you add extra documents to be signed, you will need to tell Docusign WHERE the docs need to be signed and/or initialed.


Preview & Send


Signature CertificatesIf the bank asks you for the Docusign Certificate – you can access it within your Docusign account.

From the Docusign home screen:

Click on ManageAt the Status drop-down, click on Certificate


Your Consumer Gets …


Once Fully Executed …

You will get an email from Docusign when everyone has signed with all signed documents attached.


Docusign Mobile App

Cartavi




Car … who?

Photo courtesy of Docusign


Cartavi Pro AccountsPart of your Docusign subscription includes a Cartavi Pro Account with 100 gigs of storage. YEY! That is a TON of storage.

Cartavi is your document storage in the cloud.

Don’t be freaked out by “the cloud” – it’s really just the internet. Cartavi will let you storage your documents in the cloud securely.


Cartavi Transaction RoomsNow the REAL FUN STARTS!!!Set up a Transaction Room in Cartavi to start sharing your transaction with everyone involved.

Start by entering the property details and your role – even add a property photo and click Create.


Cartavi Email & ID# Locate your Cartavi email and eFax on the Inbox tab:

Each new transaction room you create will be assigned a new transaction ID. Use this tag #12345 in the subject of any email to send it to that specific Cartavi transaction room … email from Docusign, negotiations between agents, information from title, conveyancers, etc.


Customize Your Cartavi Email

To see your automatically assigned Cartavi inbound email and fax …Click on SettingsClick on Inbox Details

You can CUSTOMIZE your email (at least the front half) here. Click SAVE!Note: The email and eFax are ONLY used to get things INTO Cartavi (nothing else)


Forward that Email to Cartavi

Add the # and transaction room number to the beginning of your subject line and forward the email to your Cartavi inbox.

If you did not e-sign, you can fax your ink-signed documents to your Cartavi inbox to add them to your transaction room.

Remember that email from Docusign with your signed documents? Forward that email to your Cartavi transaction room.


Adding Others In

Adding the other people to your transaction can be done by clicking on Add or Invite. Use Invite for people that are not already on Cartavi.


The Cartavi InviteWhat the person you invite sees …

Yes, they HAVE to create an account.

On your side … what you see:


Control Access & See Activity Click on the red X to allow access to documents – you must do these one at a time.

Click on Activity to see what people are viewing.


Mobile App

Available for Apple and Android

The Ideal TransactionYOU will determine what your transactions actually look like in these tools. Let me know what works best for you!


1. Complete your forms in zipForms

2. REVIEW with your client

3. Begin the e-sign process

4. Store it all with shared access in Cartavi

Your Entire Transaction … In the Cloud



Thank You!

Thank you for hanging out with me as we navigate the zipForm + Docusign + Cartavi road together!

What are your best practices when using these tools?

Questions??? Just ask!

Stefanie [email protected]