Getting paperless signatures with
Download
1 / 26

Getting Paperless signatures with - PowerPoint PPT Presentation


  • 125 Views
  • Uploaded on

Getting Paperless signatures with. Fatima Sogueco Senior Software Product Coordinator [email protected] ( 213) 739-8315 www.car.org/tools/zipForm6/esign/. a FREE member benefit of the. Digitally Signed Seal. Digitally Signed seal shows this document and signature are original.

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about ' Getting Paperless signatures with' - damia


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
Getting paperless signatures with
Getting Paperless signatures with

Fatima Sogueco

Senior Software Product Coordinator

[email protected]

(213) 739-8315

www.car.org/tools/zipForm6/esign/

a FREE member benefit of the


Digitally signed seal
Digitally Signed Seal

Digitally Signed seal shows this document and signature are original


zipLogix Digital Ink® works from within your zipForm® Plus Transaction

  • Open the forms

  • Click the eSignicon

Click Esign icon

1. Open forms


Prepare for signing
Prepare for Signing

3.Continue

2. Click to add a PDF

1. Select additional forms to send for e-sign


4. Select signers

5. Click Done

6. Continue

Verify ID: Optional service that asks signers a series of questions to verify their identity before they sign. Each identity verification is $5.00


Step 1 manage signing parties
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
Step 2: Manage Documents

2. Continue

Click to add a PDF document

Edit document name

1. Review Documents


Step 3 manage signatures
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
Manage Signatures (Options)

Click to add a date field

Click and drag to resize

Delete signature/task

Edit Properties

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
Step 4: Send

Edit the text for the email signers receive

1. Start signing process


Confirm sending
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
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 automatically sent to first signer

Email from zipLogix Digital Ink Online Signatures

1. Click to start signing


Signing e sign consent
Signing: E-Sign Consent

1. Read the Legal Consent

2. Click accept

3. Click Next


Signing create your signature
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
(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
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 documents1
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
Signing: Click to Sign

Jump to the next task

2. Click Finish Signing

Signed dates auto-added after you click Finish Signing

1. Click the blue button to sign


Signing documents signed
Signing: Documents Signed

  • A green check lets you know the document is complete

1. Click Open to view the document


Reviewing a signed document
Reviewing a Signed Document

Print or download

Digitally signed


Review or download signed forms
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
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
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 inside zipform plus
zipLogix Digital Ink® File Manager inside zipForm® Plus

Review or manage signed contracts, or send out new files for signatures.

Send a PDF without zipForm® files

View final signed documents in zipVault®

Check Status


Ziplogix digital ink system requirements
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.


ad