Transcript Why Digital Signatures? - California Association of Realtors

The Electronic Transaction
Getting Paperless signatures
with zipLogix Digital Ink®
The Digital Signature
Advantage
• Permanently secure the document’s
content and signer identity.
• Easily set up documents for signing
directly from zipForm® 6
• Incorporate PDFs for a complete
signing packet
Why Digital 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.
Digitally Signed Seal
Digitally Signed seal
shows this document
and signature are
original
Easy-to-Use
1. Send contracts to be signed
directly from zipForm® 6
Professional, Mobile, or Standard
2. Prepare documents for signing
3. Participating parties click to sign
documents
4. Track progress from zipForm® 6
Professional
zipLogix Digital Ink®
zipLogix Digital Ink®works from within your zipForm® 6
Transaction
1. Open the forms
2. Click the eSign option on the File menu
Send PDFs without
zipForm® forms
1. Open forms
2. Send contracts
to be signed
Prepare for Signing
1. Select forms
2. Customize message
3. Select signers
Click to edit signers
Verify ID: Optional service that asks signers a
series of questions to verify their identity before
they sign. Each identity verification is $5.00
Click to add
a PDF
4. Continue
Step 1: Manage Signing Parties
2. Continue
Add Signer
Change
signer order
Edit signer
information
1. Review Signers
CC List: Signers or outside parties who will receive an
email with all signed documents attached once all signers
have completed signing (in addition to the link all signers
receive to download signed documents). Click the CC List
button to add people who are not signers.
Step 2: Manage Documents
2. Continue
Click to add a
PDF document
Edit document name
1. Review Documents
Step 3: Manage Signatures
2. Continue
Change document
Click and drag
to place a task
Click to select
signer or task
1. Review Signature Areas
Manage Signatures (Options)
Click to add
a date field
Edit Properties
Click and drag
to resize
Delete signature/task
Date Fields: The separate date field will
automatically add a time and date stamp to a
signature or initials once a signer has clicked the
“Finish Signing” button.
Make mandatory
or optional
Save changes
Step 4: Send
Edit the text for the
email signers receive
1. Start signing process
Confirm Sending
1. Click Yes
The first signer(s) will be emailed instructions
immediately once you click Yes to confirm
sending this signing packet.
Transaction Started
The first signer has been notified. This Status page can be used
during the signing process to check the status of signatures. This
page can be reached from zipForm® by clicking the Check
Status option on a file or from the eSign button.
Email automatically sent to first
signer
Email from zipLogix Digital Ink
Online Signatures
1. Click to start signing
Signing: E-Sign Consent
1. Read the
Legal Consent
2. Click accept
3. Click Next
Signing: Create Your Signature
Or, generate a
computer (font)
based signature
1. Create a PIN
(password)
2. Sign using your
mouse or touchpad
3. Click On to View/Sign
(Optional) Select a signature
Or, sign using
your mouse or
touchpad
1. Create a PIN
(password)
2. Select your
signature style
3. Click On to View/Sign
Signing: View/Sign Documents
Your list of documents to be signed appears
Change
document
list view
1. Click Next to
start signing
Signing: View/Sign Documents
You can also preview a thumbnail of the documents
Change
document
list view
1. Click Next to
start signing
Signing: Click to Sign
Jump to the next task
2. Click Finish Signing
1. Click the blue
button to sign
Signed dates autoadded after you
click Finish Signing
Signing: Documents Signed
A green check lets you know the document is complete
1. Click Open to view
the document
Reviewing a Signed Document
Print or download
Digitally signed
Review or Download Signed Forms
View completed signature
packets in zipVault®
1. Click Check Status
2. Click the date/time
documents were sent
3. Click View
Download or Check Status
View complete history
Email a signer
Download
Check Status: Downloading or checking the status is
available for 30 days (expired or canceled packets are
archived sooner). Final, signed documents are
automatically stored in zipVault® after all signers have
completed signing.
Making changes or canceling
Change documents
or signers*
Cancel (delete) this
packet of documents
Making Changes: *Only documents that have not yet
been signed, or signers that have not yet started
signing can be edited in any way. Once a document
has been signed, or a signer starts signing, for security
reasons you are not allowed to make changes.
zipLogix Digital Ink® File Manager
in zipForm® Professional
Review or manage signed contracts, or send out new
files for signatures.
View final signed
documents in zipVault®
Send a PDF without zipForm® files
Check Status
Enable zipLogix Digital Ink®
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Member Benefit for many REALTOR® associations
Directly integrated with zipForm® 6
No extra usernames or passwords to remember.
Check the status of signed contracts directly from zipForm®.
• If you do not see zipLogix Digital Ink® when you click
eSign in zipForm®, follow these steps:
1. Click the TOOLS tab
2. Click the Options button
3. Click the eSign Tab in the options window
4. Click the button for zipLogix Digital Ink®
5. Save your changes
Affordable pricing, no commitment
A member benefit in some areas!
1 Credit
($8.95)
5 Credits
($27.95)
10 Credits
($40.00)
$8.95 / Transaction
(as many contracts as you need for
the same property and clients)
$5.59 / Transaction
(as many contracts as you need for
the same property and clients)
$4.00 / Transaction
(as many contracts as you need for
the same property and clients)
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.
Thank You
www.zipLogix.com/digitalink
Sign in and access
zipLogix Digital Ink® through
zipForm®, no extra usernames or
passwords required
Support.zipLogix.com