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zipForm Mobile Features & Functions
Amy A. UlloazipForm Products Coordinator
CALIFORNIA ASSOCIATION OF REALTORS
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Logging In
Apple users can download the app from their App Store!
Creating a Transaction
Tap “New” to create a new transaction
Fill out & tap “Create”Tip! You can apply existing templates!
Provide a transaction name
Tap Create
Select the library you want (C.A.R. Library)
Tap a form to add to transactionTap View Transaction to fill out form
2. Return to Transaction
1. Tap form to add
Tap “Edit” to fill out the form!
Tip! You can switch from “Form Viewer” to “Fast Fill” by tapping “MORE”
Form Viewer Fast Fill
Import Data from your MLS with
zipForm MLS-Connect
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Tap “More”, then tap “Import MLS Listing Data”
Import listing data from your MLS straight into your transaction!
1. Select MLS name
2. Enter MLS User ID
3. Enter MLS Password
4. Select Property type
5. Enter Property Listing Number
6. Tap “Get” button
7. Tap “Import”
MLSLISTINGS
81514395
Property: 299 Barley Ave, Santa Clara, CA 95051Listing Price: 899000.0Date: 20140914Agent ID: 19555728
Check out your Cover Sheet!
All the Property info
has been imported.
No need to type in data!
Attach Photos to Forms
Add a quick & easy visual reference to forms!
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Tap & drag [Photo] where you want it to appear
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Photo appears at the end of
the form!
Your client will view photo
when you email or e-Sign!
Highlight Text &
Add Sticky Notes on Forms
Tap “More” for additional options
Adding Notes to your forms
Sending out via E-mail
Send forms for review with your sticky notes!
2. Tap on the card to viewyour contacts!
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Select Contact
2 Ways to Sign
C.A.R. Members can always access TouchSign & zipLogix Digital Ink
from their iPads & tablets
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Using TouchSign
Your client signs directly on your iPad or tablet!
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Remember! Signer must be in person!
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3
TouchSign™
Tap “Sign with TouchSign”
Add your Signers
Tip! Check the box to save them to your zipForm® Address Book!
TouchSign™
Legal ConsentTouchSign™
™
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Hand over your iPad to the signer, they must agree to the
Legal Consent
Your client will now sign on your device
Tap TouchSign to begin!
Clients can sign!
TouchSign™
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7. Tap on the Pen
8. Tap on the Signature tab ORGenerate a font
9. Tap Select
10. Drag the signature to correct area, then tap Place
Tips! Tap “Clear” to redo the drawing.
Tap “Resize” to adjust the size.
Make sure to go through each tab!
Signer receives completion notice and an email confirmation will be sent to their inbox with a copy of the signed documents
TouchSign™
Using zipLogix Digital Ink
Send from your iPad or tablet for clients to sign!
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Tap “Sign with zipLogix Digital Ink”
zipLogix Digital Ink®
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Signer roleszipLogix Digital Ink®
Tip! Make sure roles are correct! Tap on the signer to edit or remove them
zipLogix Digital Ink®
Review all information, tap “Next Step”
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zipLogix Digital Ink®
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Tip! Form fields are pre-tagged! No more drag and drop for signature tags on C.A.R. forms. For non-C.A.R. forms, tap to drop in tasks.
zipLogix Digital Ink®
Fill out, tap “Send Now” and you’re done!
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Signing via zipLogix Digital Ink
Signers can sign from their phones, computer or iPad/tablet!
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Signer will receive an email and click on URL link
Signing Contracts
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Legal consent1. Read and accept the E-Sign Legal Consent2. Click Next
Signing Contracts
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Create Your Signature3. Select your
Signing Password
4. Select a signature font ORDraw your own signature
5. Click On to View/Sign
Signing Contracts
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Option: Choose a Signature FontSelect 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.
Signing Contracts
Signature Font
On to View/Sign
Option: Draw Your Own SignatureClick the toggle button to choose to draw your own signature. You can draw using a mouse, touchpad, tablet, phone, or stylus.
Signing Contracts
Draw Signature
On to View/Sign
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Ready to Review and Sign6. 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
Signing Contracts
Click to Sign and InitialSigning Contracts
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Previous
Progress
Next
Signed
Optional FieldsSigning Contracts
Optional Check Box
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.
Finished SigningSigning Contracts
8Review
8. Click Finish to complete the signing process when promptedNot yet ready to commit to these contracts? Click Stay Here to continue to review the contracts.
Signing CompleteSigning Contracts
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
Review Signed Contracts Signing Contracts
When reviewing the signed documents, you can download or print the contracts at any time.
Download or Print
Signature
Initials
Automatic Date
Thank you for Signing emailSigning Contracts
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 Contract(s)
Contract Name
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)
Viewing Signed Documents
View signed documents in your email or in zipForm Mobile®
View signed documents in your email or in zipForm Mobile
Tip! Fax or email documents from zipForm Mobile!
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Thank You!
zipForm Plus: Tips For Every REALTOR
at 1:45 P.M.
Got Questions? Visit C.A.R. Booth #322
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