The Electronic Transaction Getting Paperless signatures with zipLogix Digital Ink®

The Electronic TransactionGetting Paperless signatureswith zipLogix Digital Ink®

The Digital Signature Advantage• Permanently secure the document’s

content and signer identity. • Easily set up documents for signing

directly from zipForm® 6• Incorporate PDFs for a complete

signing packet

Why Digital Signatures?

• Digital signatures permanently secure the identity of signers and the document’s content.

• Once the document has been signed, its integrity is permanently protected.

• Any attempt at changing the data or tampering with the signatures automatically and visibly invalidates the document and signatures.

• Peace of mind for you and your clients.

Digitally Signed Seal

Digitally Signed seal shows this document and signature are original

Digitally Signed seal shows this document and signature are original

Easy-to-Use

1. Send contracts to be signed directly from zipForm® 6 Professional, Mobile, or Standard

2. Prepare documents for signing

3. Participating parties click to sign documents

4. Track progress from zipForm® 6 Professional

zipLogix Digital Ink®zipLogix Digital Ink®works from within your zipForm® 6

Transaction

1. Open the forms

2. Click the eSign option on the File menu

1. Open forms1. Open forms

2. Send contracts to be signed2. Send contracts to be signed

Send PDFs without zipForm® formsSend PDFs without zipForm® forms

Prepare for Signing

1. Select forms1. Select forms2. Customize message2. Customize message

3. Select signers3. Select signers

Click to edit signersClick to edit signers

Click to add a PDFClick to add a PDF

4. Continue4. 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

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

Change signer orderChange signer order


1. Review Signers1. 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.

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 SignerAdd Signer

Edit signer informationEdit signer information

Step 2: Manage Documents


1. Review Documents1. Review Documents

Click to add a PDF documentClick to add a PDF document

Edit document nameEdit document name

Step 3: Manage Signatures

Click to select signer or taskClick to select signer or task

Click and drag to place a taskClick and drag to place a task

Change documentChange document


1. Review Signature Areas1. Review Signature Areas

Manage Signatures (Options)

Click and drag to resizeClick and drag to resize

Click to add a date fieldClick to add a date field

Edit PropertiesEdit Properties Delete signature/taskDelete 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.

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 optionalMake mandatory or optional

Save changesSave changes

Step 4: Send

1. Start signing process1. Start signing process

Edit the text for the email signers receiveEdit the text for the email signers receive

Confirm Sending

1. Click Yes1. Click Yes

The first signer(s) will be emailed instructions immediately once you click Yes to confirm sending this signing packet.

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.

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 signing1. Click to start signing

Email from zipLogix Digital Ink Online SignaturesEmail from zipLogix Digital Ink Online Signatures

Signing: E-Sign Consent

1. Read the Legal Consent1. Read the Legal Consent

2. Click accept2. Click accept

3. Click Next3. Click Next

Signing: Create Your Signature

3. Click On to View/Sign3. Click On to View/Sign

1. Create a PIN (password)1. Create a PIN (password)

2. Sign using your mouse or touchpad2. Sign using your mouse or touchpad

Or, generate a computer (font) based signature

Or, generate a computer (font) based signature

(Optional) Select a signature

3. Click On to View/Sign3. Click On to View/Sign

1. Create a PIN (password)1. Create a PIN (password)

2. Select your signature style2. Select your signature style

Or, sign using your mouse or touchpad

Or, sign using your mouse or touchpad

Your list of documents to be signed appears

Signing: View/Sign Documents

1. Click Next to start signing1. 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 signing1. Click Next to start signing



Signing: Click to Sign

1. Click the blue button to sign1. Click the blue button to sign

2. Click Finish Signing2. Click Finish Signing

Signed dates auto-added after you click Finish Signing

Signed dates auto-added after you click Finish Signing

Jump to the next taskJump to the next task

A green check lets you know the document is complete

Signing: Documents Signed

1. Click Open to view the document1. Click Open to view the document

Reviewing a Signed Document

Print or downloadPrint or download

Digitally signedDigitally signed

Review or Download Signed Forms

View completed signature packets in zipVault® View completed signature packets in zipVault®

1. Click Check Status1. Click Check Status

2. Click the date/time documents were sent2. Click the date/time documents were sent

3. Click View3. Click View

Download or Check Status

View complete historyView 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.

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 signerEmail a signer

DownloadDownload

Making changes or canceling

Change documents or signers*Change documents or signers*

Cancel (delete) this packet of documentsCancel (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.

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 in zipForm® ProfessionalReview or manage signed contracts, or send out new files for signatures.

Check StatusCheck Status

Send a PDF without zipForm® filesSend a PDF without zipForm® files

View final signed documents in zipVault® View final signed documents in zipVault®

Enable zipLogix Digital Ink® • Member Benefit for many REALTOR® associations• Directly integrated with zipForm® 6• No extra usernames or passwords to remember. • Check the status of signed contracts directly from zipForm®.

• If you do not see zipLogix Digital Ink® when you click eSign in zipForm®, follow these steps:

1. Click the TOOLS tab

2. Click the Options button

3. Click the eSign Tab in the options window

4. Click the button for zipLogix Digital Ink®

5. Save your changes

Affordable pricing, no commitment

1 Credit $8.95 / Transaction ($8.95) (as many contracts as you need for

the same property and clients)

5 Credits $5.59 / Transaction($27.95) (as many contracts as you need for

the same property and clients)

10 Credits $4.00 / Transaction

($40.00) (as many contracts as you need for the same property and clients)

A member benefit in some areas!

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

www.zipLogix.com/digitalink

Sign in and access zipLogix Digital Ink® through

zipForm®, no extra usernames or passwords required

Support.zipLogix.com