Transcript Document
zipLogix
®
Digital Ink Training
Sending files to be signed using the new zipForm ® Plus www.ziplogix.com
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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.ziplogix.com
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. www.ziplogix.com
Digitally Signed Seal
Digitally Signed seal shows this document and signature are original (click a signature for validation window) www.ziplogix.com
Easy-to-Use
1. 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 www.ziplogix.com
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Send for signatures: Click eSign
Send documents to be signed electronically using zipLogix Digital Ink ® (select your esigning software in your zipForm ® Plus profile).
eSign www.ziplogix.com
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Step One: Select forms and files
3. Next 2. Organize 1. Select www.ziplogix.com
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1. Select
Step Two: Select signers
3. Next 2. Done www.ziplogix.com
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Optional: CC List and Verify ID
3. Drag and drop 1. CC 4. Next 2. Verify ID www.ziplogix.com
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Step Three: Add signing areas
Change document or signer 1. Review Signature Areas Click and drag to place a task 2. Send www.ziplogix.com
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Step Four: Send
1. Start signing process www.ziplogix.com
Edit the text for the email signers receive Go Beyond
Transaction Started Close and return to zipForm The first signer has been notified.
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Email automatically sent to first signer Email from zipLogix Digital Ink Online Signatures www.ziplogix.com
1. Click to start signing
Signing: E-Sign Legal Consent 1. Read Legal Consent 2. Click accept www.ziplogix.com
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 www.ziplogix.com
(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 www.ziplogix.com
• Signing: View/Sign Documents Your list of documents to be signed appears Change list view 1. Click Next to start signing www.ziplogix.com
Signing: Click to Sign Jump to the next task 2. Click Finish Signing 1. Click the blue button to sign www.ziplogix.com
Signed dates auto added after you click Finish Signing
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Signing: Documents Signed
A green check lets you know the document is complete 1. Click Open to view the document www.ziplogix.com
Reviewing a Signed Document
Print or download Digitally signed www.ziplogix.com
Signing Complete
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CC List Email
• Signers or outside parties added to the CC List receive an email with signed documents attached once all signing is completed.
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View or download signed forms
Click to see files using digital signatures This file has documents sent to zipLogix Digital Ink® www.ziplogix.com
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View or download executed documents in zipVault®
Click folder Click to open signed PDFs www.ziplogix.com
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Check status of signing
3. Click the date/time documents were sent 1. Click e-Sign 2. Click Check Status 4. Check Status www.ziplogix.com
Check Status
Download Check Status: Downloading or checking the status is available for 30 days www.ziplogix.com
View complete history Email a signer
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.
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Enable 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® Plus 2. Click the Profile button 3. Click Settings 4. Click the button for zipLogix Digital Ink® 5. Save your changes www.ziplogix.com
Affordable pricing, no commitment
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A valuable free member benefit in many areas!
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) www.ziplogix.com
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.
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Thank You Additional information and resources: www.ziplogix.com/zipformplus www.ziplogix.com/digitalink www.ziplogix.com
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