Time Saving eSigning Tips with
zipLogix Digital Ink
®
Amy A. Ulloa
zipForm® Products Coordinator
CALIFORNIA ASSOCIATION OF REALTORS ®
The Paperless Transaction
1
2
3
Complete
contracts quickly
and professionally
Get secure
paperless
signatures using
eSign
Continue working
with and storing
forms, documents,
and archives
online
Together, these tools help you seamlessly meet your
office and client needs from anywhere, at any time.
Signing Contracts Paperlessly
Congratulations! Your client is ready to execute the contract.
How do you make signing easy for you and your client?
Professionalism – Clients can click to sign from any computer, tablet, or smart
phone
Accuracy – Signature areas are “pre-tagged” (marked for you) by zipForm
®
Plus
according to the signer’s role
Expertise – Your expertise travels with the contracts, since you are always in control of
who is signing, where they sign or initial, and what they fill out
Trust – Contracts are secured with Digital Signatures, ensuring signature and contract
authenticity can be confirmed each time the PDF is opened
The zipForm® Advantage
Seamless professional
workflow
Reduced data entry
Easy to use
Always accurate,
secure, and up to
date
zipLogix Digital Ink®
Secure Digital Signatures
• Confirms signatures are valid each time the PDF opens
• Prevents tampering with the final contract
• Independent verification is visible and verifiable by
anyone through the free Adobe Acrobat Reader
zipLogix Digital Ink Tip #1
®
Use the Cover Sheet
zipLogix Digital Ink®
Auto-fills email into e-Sign
zipLogix Digital Ink Tip #2
®
Entities as clients using zipLogix Digital Ink
®
zipLogix Digital Ink®
Entities
1. Fill out RCSD
2. Fill out your RPA with the entities full name
zipLogix Digital Ink®
Entities
3. Click on “e-Sign” on the toolbar. In the Transaction Parties window, delete
the entity name and replace with the signer’s name.
4. Click on “Done”, then “Next”
5. Click “Send”, your e-Sign has been sent!
zipLogix Digital Ink®
Signer and Entity Name Appear
zipLogix Digital Ink Tip #3
®
Select the order of your signers
zipLogix Digital Ink®
Change Order –Signers will
receive simultaneously
zipLogix Digital Ink Tip #4
®
Ensure everyone receives
fully executed copies
Check CC box, signer receives
fully executed copy
Non-signers
(TC, escrow,
etc.) receives
fully
executed
copy
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)
®
zipLogix Digital Ink Tip #5
Check Status
zipLogix Digital Ink®
Review
progress,
modify, or
cancel the
signature
packet.
A. Click eSign
B. Click Check Status
C. Click Check Status
Check Status
A
B
C
®
zipLogix Digital Ink Tip #6
Resend Invitation
zipLogix Digital Ink®
Email Signing Link
Edit E-Mail
E-Mail
Include link
Send
®
zipLogix Digital Ink Tip #7
Cancel or Modify Submission
zipLogix Digital Ink®
Check Document Status
Modify
Cancel
History
Check Status: Downloading or checking the status is
available for 30 days
®
zipLogix Digital Ink Tip #8
Acknowledge/Agree and Read
Have a document
that signers need to
see but not sign?
Drop in the
Acknowledge/Agree
or
Read
Allows signer to
acknowledge they
opened and/or read
the document(s)
Add Tasks
zipLogix Digital Ink Tip #9
®
Text and checkboxes
zipLogix Digital Ink®
Must drop a signature or initial task first
History
Drag text
box or
checkbox
on to form
zipLogix Digital Ink®
Drag and drop text or check box document
Remove Label: This way the text field only shows your text.
zipLogix Digital Ink®
Text appears inside box
History
Check Status: Downloading or checking the status is
available for 30 days
zipLogix Digital Ink®
Check box appears on form
History
Check Status: Downloading or checking the status is
available for 30 days
zipLogix Digital Ink Tip #10
®
Update Your Signature
zipLogix Digital Ink®
Reset Password: An email will be sent for reset.
Type in your
password
zipLogix Digital Ink®
Draw your Signature: Click to draw
Choose a
generate
d font or
draw your
own
zipLogix Digital Ink®
Fully executed document has all tasks!
zipLogix Digital Ink Tip #11
®
What Signers See
Signing Contracts
Legal consent
A.
B.
Read and accept the E-Sign Legal Consent
Click Next
A
B
Signing Contracts
C. Select your
Signing
Password
D. Select a
signature
font OR
Draw your
own
signature
E. Click On to
View/Sign
Create Your Signature
C
D
E
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
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
Signing Contracts
Ready to Review and Sign
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.
Signing Contracts
Click to Sign and Initial
Progress
Signed
G
Previous
Next
Signing Contracts
Optional Fields
Fields that are optional will be highlighted with blue
instead of yellow, and will have the Optional tag.
Optional
Check Box
Signing Contracts
Finished Signing
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.
Review
H
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
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
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).
View Signed
Documents
zipLogix Digital Ink Tip #12
®
Find Fully Executed Documents
Transactions with Signed Contracts
This file has documents sent to
Contains Documents Sent
for Signatures
zipLogix
Digital Ink®
Signed Contracts Stored in zipVault
• A folder of signed contracts appears
• A new notification with direct link to the
documents appears
Notification
Folder
Signed PDF
eSignatures
You now know how to:
 Send forms to be signed using the eSign button
 Select documents to send for signatures
 Select signers
 Review signature areas on the form and send for signatures
 View signed documents
• Folder within zipForm® Plus once all signing is complete
• Check Status to view signature status in progress, email
signers, and make small edits if needed.
Next Steps
• Try it! Reinforce your learning
– Send a documents to yourself for signatures
• Learn more!
– www.YouTube.com/ziplogix
– Step-by-Step Instructions – Click the (?) button in
zipForm® Plus
– Live Webinars – Sign up for a future live training at
www.car.org/education/webinars