www.ziplogix.com ziplogix ® digital ink training sending files to be signed using the new zipform...
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www.ziplogix.com
zipLogixzipLogix®® Digital Digital Ink TrainingInk Training
Sending files to be signed using the new zipForm® Plus
Go Beyond
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The Digital The Digital Signature AdvantageSignature Advantage• Trustworthy and verifiable digital
signatures.• Easily set up documents for signing
directly from zipForm® • Incorporate any PDFs for a complete
signing packet
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Why Digital Why Digital Signatures?Signatures?
• Digital signatures permanently secure the identity of signers and the document’s content.
• Once the document has been signed, its integrity is permanently protected.
• Any attempt at changing the data or tampering with the signatures automatically and visibly invalidates the document and signatures.
• Peace of mind for you and your clients.
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Digitally Signed SealDigitally Signed Seal
Digitally Signed seal shows this document and signature are original (click a signature for validation window)
Digitally Signed seal shows this document and signature are original (click a signature for validation window)
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Easy-to-UseEasy-to-Use1. Send contracts to be signed directly
from zipForm® Plus, zipForm® Mobile Web Edition, or zipForm® 6 Standard
2. Prepare documents for signing
3. Participating parties click to sign documents
4. Track progress from zipForm® Plus
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Send for signatures:Send for signatures:Click eSign Click eSign
• Send documents to be signed electronically using zipLogix Digital Ink ® (select your esigning software in your zipForm ® Plus profile).
Go Beyond
eSigneSign
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Step One: Step One: Select forms and filesSelect forms and files
Go Beyond
1. Select 1. Select
2. Organize2. Organize
3. Next3. Next
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Step Two: Step Two: Select signersSelect signers
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1. Select 1. Select
2. Done2. Done
3. Next3. Next
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Optional: Optional: CC List and Verify IDCC List and Verify ID
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1. CC1. CC
2. Verify ID2. Verify ID
4. Next4. Next
3. Drag and drop3. Drag and drop
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Step Three: Step Three: Add signing areasAdd signing areas
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2. Send2. Send
1. Review Signature Areas1. Review Signature Areas
Click and drag to place a taskClick and drag to place a task
Change document or signerChange document or signer
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Step Four: Step Four: SendSend
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1. Start signing process1. Start signing process
Edit the text for the email signers receiveEdit the text for the email signers receive
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Transaction StartedTransaction Started
The first signer has been notified.The first signer has been notified.
Close and return to zipFormClose and return to zipForm
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Email automatically sent to Email automatically sent to
first signerfirst signer
1. Click to start signing1. Click to start signing
Email from zipLogix Digital Ink Online SignaturesEmail from zipLogix Digital Ink Online Signatures
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Signing: E-Sign Legal ConsentSigning: E-Sign Legal Consent
1. Read Legal Consent1. Read Legal Consent
2. Click accept2. Click accept
3. Click Next3. Click Next
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Signing: Create Your SignatureSigning: Create Your Signature
3. Click On to View/Sign3. Click On to View/Sign
1. Create a PIN (password)1. Create a PIN (password)
2. Sign using your mouse or touchpad2. Sign using your mouse or touchpad
Or, generate a computer (font) based signature
Or, generate a computer (font) based signature
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(Optional) Select a signature(Optional) Select a signature
3. Click On to View/Sign3. Click On to View/Sign
2. Select your signature style2. Select your signature style
1. Create a PIN (password)1. Create a PIN (password)
Or sign using your mouse or touchpad
Or sign using your mouse or touchpad
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• Your list of documents to be signed appears
Signing: View/Sign DocumentsSigning: View/Sign Documents
1. Click Next to start signingChange list viewChange list view
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Signing: Click to SignSigning: Click to Sign
1. Click the blue button to sign1. Click the blue button to sign
2. Click Finish Signing2. Click Finish Signing
Signed dates auto-added after you click Finish Signing
Signed dates auto-added after you click Finish Signing
Jump to the next taskJump to the next task
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• A green check lets you know the document is complete
Signing: Documents Signing: Documents SignedSigned
1. Click Open to view the document1. Click Open to view the document
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Reviewing a Signed Reviewing a Signed DocumentDocument
Print or downloadPrint or download
Digitally signedDigitally signed
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CC List EmailCC 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
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View or download View or download signed formssigned forms
Go Beyond
Click to see files using digital signaturesClick to see files using digital signatures
This file has documents sent to zipLogix Digital Ink®
This file has documents sent to zipLogix Digital Ink®
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View or download View or download executed documents executed documents
in zipVault® in zipVault®
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Click folderClick folder
Click to open signed PDFsClick to open signed PDFs
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Check status of signing Check status of signing
1. Click e-Sign1. Click e-Sign
3. Click the date/time documents were sent3. Click the date/time documents were sent
4. Check Status4. Check Status
2. Click Check Status2. Click Check Status
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Check StatusCheck Status
View complete historyView complete history
Check Status: Downloading or checking the status is available for 30 daysCheck Status: Downloading or checking the status is available for 30 days
Email a signerEmail a signer
DownloadDownload
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Making changesMaking changes
Change documents or signers*Change documents or signers*
Cancel (delete) this packet of documentsCancel (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.
Making Changes: *Once a document has been signed, or a signer starts signing, for security reasons you are not allowed to make changes.
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Enable zipLogix Digital InkEnable zipLogix Digital Ink®®
• Member Benefit for many REALTOR® associations• Directly integrated with zipForm® Plus, Standard, and
Mobile Web Edition• No extra usernames or passwords to remember. • Check the status of signed contracts directly from
zipForm®.
o If you do not see zipLogix Digital Ink® when you click eSign in zipForm®, follow these steps:
1. Click your Name in zipForm® Plus2. Click the Profile button3. Click Settings4. Click the button for zipLogix Digital
Ink® 5. Save your changes
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Affordable pricing, no Affordable pricing, no commitmentcommitment
• 1 Credit $8.95 / Transaction ($8.95) (as many contracts as you need for
the same property and clients)
• 5 Credits $5.59 / Transaction($27.95) (as many contracts as you need for
the same property and clients)
• 10 Credits $4.00 / Transaction($40.00) (as many contracts as you need for
the same property and clients)
A valuable free member benefit in many areas!
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zipLogix Digital Ink® zipLogix Digital Ink® System Requirements 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.