Getting Paperless signatures with

Fatima SoguecoSenior Software Product Coordinator

fatimas@car.org (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

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

1. Open the forms

2. Click the eSign icon

1. Open forms

Click Esign icon

Prepare for Signing

1. Select additional forms to send for e-sign

2. Click to add a PDF

3.Continue

4. Select signers

5. Click Done

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

6. Continue

Step 1: Manage Signing Parties

Change signer order

2. Continue

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.

Add Signer

Edit signer information

Step 2: Manage Documents

2. Continue

1. Review Documents

Click to add a PDF document

Edit document name

Step 3: Manage Signatures

Click to select signer or task

Click and drag to place a task

Change document

2. Continue

1. Review Signature Areas

Manage Signatures (Options)

Click and drag to resize

Click to add a date field

Edit Properties Delete signature/task

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

1. Start signing process

Edit the text for the email signers receive

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

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

1. Click to start signing

Email from zipLogix Digital Ink Online Signatures

Signing: E-Sign Consent

1. Read the Legal Consent

2. Click accept

3. Click Next

Signing: Create Your Signature

3. Click On to View/Sign

1. Create a PIN (password)

2. Sign using your mouse or touchpad

Or, generate a computer (font) based signature

(Optional) Select a signature

3. Click On to View/Sign

1. Create a PIN (password)

2. Select your signature style

Or, sign using your mouse or touchpad

• Your list of documents to be signed appears

Signing: View/Sign Documents

1. Click Next to start signing

Change document list view

• You can also preview a thumbnail of the documents

Signing: View/Sign Documents

1. Click Next to start signing

Change document list view

Signing: Click to Sign

1. Click the blue button to sign

2. Click Finish Signing

Signed dates auto-added after you click Finish Signing

Jump to the next task

• A green check lets you know the document is complete

Signing: Documents Signed

1. Click Open to view the document

Reviewing a Signed DocumentPrint or download

Digitally signed

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

View complete history

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.

Email a signer

Download

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

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

View final signed documents in zipVault®

Send a PDF without zipForm® files

Check Status

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.