Transcript Sign directly on a tablet with your finger or stylus Sign non-zipForm® documents via zipVault® Securely stores signed copies in zipVault® Fax or.

Sign directly on a tablet with your finger or stylus
Sign non-zipForm® documents via zipVault®
Securely stores signed copies in zipVault®
Fax or email executed documents
Log in at
www.car.org
from your Tablet or
Smartphone devices!
Trainer’s Name
Email
Contact Information
Logging In
Use the same credentials you use to log into
www.car.org. Make sure to choose “Use C.A.R.
credentials”
Creating a Transaction
Tap the “New” icon to create a new transaction
Fill out the information and tap “Create” button
TIP!
You can also apply
any existing
templates to your
transaction
Select the library you want (C.A.R. Library)
Press the “Add” button to add C.A.R. forms
to your transaction
Tap each form
to add it to your
transaction
Then tap “View
Transaction” to
work in the form.
Tap “Edit” to fill out the form!
Import Data from your MLS with
zipForm® MLS-Connect
Tap “More”, then tap “Import MLS Listing Data”
You will need to have your MLS credentials
available
1.
2.
3.
4.
Select MLS name
Enter MLS User ID
Enter MLS Password
Select Property type
(Commercial,
Residential, Vacant
Land, etc.)
5. Enter Listing Number
of the property
6. Tap“Get” button
7. Check the
information, then tap
“Import”
15-889299
Imported Successfully!
Check out your Cover Sheet!
All the
Property Info
has been
added!!
Highlight and add Notes to Forms
Tap the “More” menu to select
additional options
Highlighter
You can highlight the boilerplate of the
form. Use your Stylus or finger to drag and
position which areas you wish to highlight
Adding Notes to your forms
Notes
Insert additional instructions for
clients directly on your form!
Sending out via E-mail
Tap on “E-mail”
Select Contact
3 ways to sign electronically
•
TouchSign™ (via tablet only, signer must be present)
zipLogix Digital Ink® (FREE C.A.R. Member Benefit)
•
DocuSign® (Must purchase, www.DocuSign.com)
•
Using
TouchSign™
Electronic Signatures
Select “Sign with TouchSign” to begin signing
process
Select C.A.R. Forms
to send for e-sign
Select zipVault®
documents to e-sign
Select signer and click TouchSign! button to
begin signing process
Using your tablet – Clients can sign!
Create Your Own Signature.
Drag and Tap “Place” button to
populate signature on field
Signer receives completion notice and an email confirmation will be
sent to their inbox with a copy of the signed documents
Viewing Signed Documents
Log back to zipForm® Mobile transaction page and select
“Signatures” icon. Choose “View Signed Documents” from the
drop-down menu to check the status of your digital signature
submission
Sending via zipLogix Digital Ink®
Select “Sign with zipLogix Digital Ink®” to begin
signing process
Select C.A.R. Forms to send
for e-sign
Select zipVault® documents
to e-sign
Select signers, make sure their role is
correct
You can also update the address book!
Use “Add Party “ button to include additional signers.
Highlight “CC” checkboxes to send all parties the signed
copies of the forms
C.A.R. Forms are pre-tagged! No more drag
and dropping of signature tags.
1
2
1. Select the first party on your list
2. Drag and drop signature or initial
tag on the form fields
Click Send and you’re done!
Signing via
zipLogix Digital Ink®
Signing Contracts
Start Signing
The email to start signing is automatically sent to the first
signer.
Signer’s Name
Click to start signing
Go Beyond
Signing Contracts
Legal consent
1.
2.
Read and accept the E-Sign Legal Consent
Click Next
1
2
Go Beyond
Signing Contracts
Create Your Signature
3.
4.
5.
Select your
Signing
Password
Select a
signature font
OR
Draw your own
signature
3
4
Click On to
View/Sign
5
Go Beyond
Signing Contracts
Option: Choose a Signature Font
Select the desired signature font (style) from the displayed options. This selection will
represent your signature on the documents you are signing. When finished, click On to
View/Sign.
Signature Font
On to View/Sign
Go Beyond
Signing Contracts
Option: Draw Your Own Signature
Click the toggle button to choose to draw your own signature. You can draw using a
mouse, touchpad, tablet, phone, or stylus.
Draw Signature
On to View/Sign
Go Beyond
Signing Contracts
Ready to Review and Sign
6.
Click Let me review to read the contract and click to sign as prompted
Confident in the contract’s contents? Click Go! to scroll automatically to signature locations
6
Go Beyond
Signing Contracts
Click to Sign and Initial
Progress
Signed
7
Previous
Next
Go Beyond
Signing Contracts
Optional Fields
Fields that are optional, such as check boxes, or optional signatures, will be
highlighted with blue instead of yellow, and will have the Optional tag. Read the
contract carefully before making your selection – you may be asked to select only one
optional field out of many.
Optional
Check Box
Go Beyond
Signing Contracts
Finished Signing
8.
Click Finish to complete the signing process when prompted
Not yet ready to commit to these contracts? Click Stay Here to continue to review the contracts.
8
Review
Go Beyond
Signing Contracts
Signing Complete
Congratulations! Signing is complete. Click Review to see a copy of the signed
documents, complete with time and date stamps and digitally signed seals.
Review
Go Beyond
Signing Contracts
Review Signed Contracts
When reviewing the signed documents, you can download or print the contracts at any
time.
Download or Print
Signature
Automatic Date
Initials
Go Beyond
Signing Contracts
Thank you for Signing eMail
When you have finished
signing, you will receive an
automatic email which lists
the contract(s) that you
have signed and provides a
link to view or download
the contract(s).
Contract Name
View Signed Contract(s)
Go Beyond
CC List Email
Signers or outside
parties added to the
CC List receive an
email with signed
documents
attached as PDFs,
once all signing is
completed.
Signed Contract(s)
Go Beyond
Sending via DocuSign®
Select Documents
Select Signers
Tag for signature
Click Send and you’re done!
More information
www.car.org/tools/zipForm/zfmobile/
How-To Videos
www.YouTube.com/user/zipLogix
One-on-One Support
www.car.org/tools/zipForm/OneonOne/