sign directly on a tablet with your finger or stylus sign non-zipform ® documents via zipvault®...
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 email executed documents
TouchSign™ A new feature of zipForm® Mobile
Web Edition
zipForm® Mobile Web Edition
$12.95/year
Log in at m.zipformonline.com from your Tablet or
Smartphone devices!
Log into zipForm® Mobile Web from your tablet devicem.zipformonline.com
Tap the “New” icon to create a new transaction
Provide a Transaction Name, Property Type and tap “Create” button
TIP!
You can also apply any existing templates to your transaction
Select the library you want to add forms from by tapping
Press the “Add” button to add C.A.R. forms to your transaction
TIP!
Tap each form to add
Select the C.A.R. form you wish to edit and tap“Edit”
Tap the “More” menu to select additional zipForm® Mobile 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!
Using zipForm® MLS-Connect
Tap “More”, then tap “Import MLS Listing Data”
You will need to have your MLS credentials available
1. Select MLS name2. Enter MLS User ID3. Enter MLS Password4. Select Property type
(Commercial, Residential, Vacant Land, etc.)
5. Enter Listing Number of the property
6. Tap“Get” button7. Check the
information, then tap “Import”
Imported Successfully
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 begin signing the documents
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
Using 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 from this screen!
Use “Add Party “ button to include additional signers. Highlight “CC” checkboxes to send all parties the signed copies of the forms
Form fields are pre-tagged! No more drag and dropping of signature tags on C.A.R. forms. For non-C.A.R. forms, tap to drop in tasks.
1. Select the first party on your list
2. Drag and drop signature or initial tag on the form fields
1 2
Click Send and you’re done!
Signing via zipLogix Digital Ink®
Signing using zipLogix Digital Ink®
Returning e-sign clients will type in their PIN
Signers can select a Pin Code (password), choose a font style
and click “On to View/Sign”
Signers can choose to draw their own signature!
New e-sign clients will choose their PIN
Using DocuSign®
Select Documents
Select Signers
Tag for signature
Click Send and you’re done!
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
More informationwww.car.org/tools/zipForm/zfmobile/
How-To Videoswww.YouTube.com/user/zipLogix
One-on-One Supportwww.car.org/tools/zipForm/OneonOne/
Thank you!