zipLogix® Digital Ink Training Sending files to be signed using the new zipForm® Plus A Free C.A.R. Member Benefit
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
Digitally Signed Seal Digitally Signed seal shows this document and signature are original (click a signature for validation window)
Go Beyond Send for signatures:Click eSign • Send documents to be signed electronically using zipLogix Digital Ink ®(select your e-signing software in your zipForm ® Plus profile). eSign
Step One: Select forms and files 3. Next 2. Organize 1. Select
NEW! Sellers Can Easily Complete & Sign Disclosures (TDS, SPQ) via eSign! Send docs for esign without leaving zipForm site! Sellers can easily complete TDS & SPQ
Go Beyond Step Two: Select signers 3. Next 1. Select 2. Done
Optional: CC List and Verify ID 4. Next 3. Drag and drop 2. Verify ID 1. CC
Go Beyond Step Three: Add signing areas 2. Send Change document or signer 1. Review Signature Areas Click and drag to place a task
Go Beyond Step Four: Send Edit the text for the email signers receive 1. Start signing process
Transaction Started Close and return to zipForm The first signer has been notified.
Email automatically sent to first signer Email from zipLogix Digital Ink Online Signatures 1. Click to start signing
Signing: E-Sign Legal Consent 1. Read 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 1. Click Next to start signing Change list view
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 • 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
Go Beyond Signing Complete
Go Beyond CC List Email • Signers or outside parties added to the CC List receive an email with signed documents attached once all signing is completed.
Go Beyond View or download signed forms Click to see files using digital signatures This file has documents sent to zipLogix Digital Ink®
Go Beyond View or download executed documents in zipVault® Click folder Click to open signed PDFs
Check status of signing 1. Click e-Sign 2. Click Check Status 3. Click the date/time documents were sent 4. Check Status
Check Status View complete history Email a signer Download Check Status: Downloading or checking the status is available for 30 days
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.
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 Additional information and resources:www.car.org/tools/zipform/esign