digital ink powerpoint (11)

First, Login to your zipForm account at www.zipformonline.com

Marry digital ink and Zipforms

transaction > tools > options > eSign

Select the zipLogix Digital Ink eSign method as your default


Now, you are ready to sign the document with

eSign


eSign with Digital Ink

eSign with Digital InkAll parties and their info will be sent to Digital Ink

Navigate to each step using the ‘Next Step’ button

eSign with Digital Ink

The document will be pre-tagged. Navigate to each signature/initial to ensure all appropriate places are tagged.

Manually Set Up a Document in Digital Ink From

zipForm

Use eSign to start a new transaction

Manually Set Up a Document in Digital Ink

Check this box to see

your transaction

listed in zipForm 6

Click start to set up the transaction.


Add a new party (Buyer or Seller) for each person involved in the

transaction


To change the routing order highlight the party you want to move and use the up and down arrows


In order to send a PDF, their name must be in the CC list. Otherwise it will

be sent as a link via email


Add additional recipients to the cc: list (ex: your closer at Independence Title)

Next, add the document.


Options for viewing, removing or renaming the

document.


You’ll know the document is uploaded successfully when you see it here.

Next add tags for signatures

Then click the sign or initial button.


First, highlight the correct party

Note: To add a text box, the signature tags must be set first. Then, the text box option will be available.


Select if the signature/initial tag is mandatory or optional.

Use the text box tag to add phone numbers; email addresses; and notes, or assign it to a party to input data.

*change the size of the textbox by dragging the lower right hand corner*


Note: To add a text box, the signature tags must be set first. Then, the text box option will be available.

Add additional information to the transaction if you’d like.

Finally, the document is ready to be sent.


Signing the document

This email contains the link that will take the signing parties to Digital Ink


Use the next button to jump to the next signature

Note: In order to download the zipForm app, you must purchase mobile access at www.zipform.com with a yearly fee.

Digital Ink On-The-Go!

http://www.zipform.com/


Once you have mobile access, search for “zipForm” in the App Store for your mobile device.

The home screen of the app will populate your

transactions.


Within each transaction you will find your

current forms and you can add new ones


Signatures > Sign with zipLogix Digital Ink


Next, select which documents you need signed


Next, add the signers and their roles (ex: Buyer or Seller)


The document is now ready to

be tagged for

signatures.

Touch ‘next’ to open the document in Digital Ink.


Next set the routing order just like you do on a desk or lap top.

Then, touch ‘Next Step’ to move forward.


Next, you will see the document you selected in zipForm.


The document will be pre-tagged and color coded based upon the parties you have added.


Add any additional transaction information or a message to the clients before sending.


You’ll know when your clients have received the notification to sign.


Digital Ink Online Support: Find Answers!

www.support.zipform.com > Select a Product > zipLogix Digital Ink

http://www.support.zipform.com/

Here you can find support tutorials and watch How-To videos

Digital Ink Online Support: Find Answers!

Send your clients a link to the How-To videos prior to sending them a document to sign.

Quick Tip

digital ink powerpoint (11)

Documents