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ZIPFORM AND DOCUSIGN SET UP BASICS My goal with this booklet is to help agents learn the very basic setup and function of Zipform and Docusign. In my opinion, these are 2 of the best tools agents can use to become more efficient, save time and money and appear more professional and “tech-savvy” than the competition. In this booklet, you will learn: How to Create a Transaction How to Print a Transaction or Single Forms Within a Transaction How to Print a Transaction or Single Forms Within a Transaction Setting up DocuSign® in zipForm® 6 How to Send a Transaction using DocuSign® How to Add Additional Signatures to Transactions For further step by step instructions, go to WWW.REALTECHNOW.COM-CLICK “ZIPFORM Training”
Citation preview
Basic Step-by-Step Instructions for getting started
with Zipforms and Docusign
Be More Effiicient! Save Money! Impress Your Clients !
ZIPFORM AND DOCUSIGN SET UP BASICS
My goal with this booklet is to help agents learn the
very basic setup and function of Zipform and
Docusign.
In my opinion, these are 2 of the best tools agents can
use to become more efficient, save time and money
and appear more professional and “tech-savvy” than
the competition.
In this booklet, you will learn:
How to Create a Transaction
How to Print a Transaction or Single Forms Within a Transaction
How to Print a Transaction or Single Forms Within a Transaction
Setting up DocuSign® in zipForm® 6
How to Send a Transaction using DocuSign®
How to Add Additional Signatures to Transactions
For further step by step instructions, go to
WWW.REALTECHNOW.COM-CLICK “ZIPFORM Training”
How to Print a Transaction or Single Forms Within a Transaction Step 1: Open the transaction you wish to print then click the PRINT icon.
With the PRINT icon you can:
Print Selected Form: Print only the selected form
Print All Forms: Print all or a selection of forms within the transaction
Print Blank Form: Print a blank copy of the selected form (Not available in all states)
Print Sample Form: Print a sample copy of the selected form (the word "Sample" will appear on the form)
Adding Forms to a Transaction
There are 3 different ways to add a form to a transaction. You can double click the form you wish to add, drag and drop the form you wish to add into the My Transaction Forms box. or you can right click the form you wish to add and click on Add to Transaction.
How to Create a Transaction Step 1: Click on the NEW TRANSACTION icon located in the File tab.
Step 2: This will open a window where you will enter a name for the transaction. The transaction name is used for your refer-ence. The buyer/seller name or street address are commonly used for the transaction name. After entering a trans-action name, select the Transaction Type and Property Type then click the OK button.
Step 3: On the left hand side, double-click on the forms that you wish to add to your transaction. You may also single click a form and click the Add Selected Forms button, or right click a form and then click Add to Transaction.
FOR MORE FREE TRAINING
AND STEP-BY-STEP VIDEO TUTORIALS
VISIT MY BLOG
HTTP://REALTECHNOW.COM
Setting up DocuSign® in zipForm® 6 Step 1: Click on the OPTIONS button in the Tools Tab.
Step 2: When the Options window opens, click on the eSign tab.
Step 3:
Make sure that you select the DocuSign radio button under eSign Method. Then enter the email address and password that
you set up with DocuSign® when you signed up. Click on the OK button when finished. If you do not have a DocuSign® ac-
count, you can click on the Create Account button to sign up for one.
How to Send a Transaction using DocuSign® Step 1: With the transaction opened that you wish to send, click on the eSign button in the File tab, then click on Sign.
Step 2: Select the forms you wish to send for signature. Forms that do not require a signature will be unchecked by default. When you are done selecting the forms, click on the Send for Signatures button.
Step 3: Fill in the email address, name and signing order for each recipient. If you wish to disable a recipient, uncheck the recipient. To disable all recipients, uncheck the Select/Unselect All check box. Click on the Send Now button when ready to send the transactions to DocuSign. Click the Modify button if you wish to get a preview of the forms with the signature fields.
How to Add Additional Signatures to Transactions Step 1: With the transaction opened that you wish to send, click on the eSign button in the File tab, then click on Sign.
Step 2: Select the forms you wish to send for signature. Forms that do not require a signature will be unchecked by default. When you are done selecting the forms, click on the Send for Signatures button.
Step 3: Click on the Modify in DocuSign button to open the transaction in the DocuSign® console.
Step 4: On the right side of the screen will be a list of the signature types available. Click and drag the signature type you wish to add onto the form in the location you want it.
Your Success Plan
Develop New Contacts Daily
Contacts=Leads=Appointments=Presentations=Contracts=Closings
1. Set a Goal - Create a Schedule
2. Develop SOI list— names, email, phone, address
3. Contact SOI about your new business
4. Learn MLS Basics—Search, Rubberband, CMA, Saved Search
5. Sign Up For Phone Duty as much as possible
6. Learn Zipform /Docusign Basics
7. Start a hyper-local** blog using the Blogger.com platform
8. Create and perfect Facebook prospecting system
9. Create profiles for Zillow, Trulia, socialbios.com, Linkedin, Yelp—Ask everyone for recommendations
10. Develop marketing presentation using “No-Fail” approach (print and online versions)
11. Create a Youtube Channel
12. Make videos: self-promo commercial, neighborhoods, builder model, foreclosures
13. Sign up for RPR
14. Sign up for eProperty Websites
15. Get a Lead Management/Contact manager system
16. Learn and role-play following scripts: Expired, Fsbo, Just Listed
17. Learn “Anatomy of a Perfect Craigslist Campaign”
18. Post ads on craigslist daily
19. Schedule open house a week in advance
20. Prepare using “open house by design” guidelines
21. Sign up for www,theRedX.com or wwwlandvoice.com
22. Call expireds for 1 hour daily
23. Visit 5 Expireds daily (equipped with No fail marketing plan)
24. Visit 1 FSBO daily (take a RPR neighborhood analysis)
25. Make a New BUSINESS CONTACT (attorney, doctor, cpa, mechanic, hairstylist, etc) Daily
GOALS
1 new contact daily-1 deal weekly -
3 closings month– 100K +yearly
8:30-9:00 Answer emails. Return Calls
9:00– 9:30 Scrub Expired List
9:30-10:30 Call expireds
10:30—11:00 Map 5 expired to visit later
11:00-11:15 Facebook post/likes/comments
11:15-11:30 Post Craigslist ads
11:30—12:30 Lunch with business contact
12:30—1:00 Answer emails. Return Calls
1:00-1:30 Blog post
1:30-2:00 Lead follow up
2:00-4:00 Business Enhancement
4:00-5:00 Visit FSBO
5:00 –6:00 Visit planned expireds
6:00-7:00 Dinner
7:00-7:30 Post craigslist ads