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Getting Paperless signatures with
Fatima SoguecoSenior Software Product Coordinator
[email protected] (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.