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zipLogixzipLogix®® Digital Digital Ink TrainingInk Training

Sending files to be signed using the new zipForm® Plus

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The Digital The Digital Signature AdvantageSignature Advantage• Trustworthy and verifiable digital

signatures.• Easily set up documents for signing

directly from zipForm® • Incorporate any PDFs for a complete

signing packet

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Why Digital Why Digital Signatures?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.

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Digitally Signed SealDigitally Signed Seal

Digitally Signed seal shows this document and signature are original (click a signature for validation window)

Digitally Signed seal shows this document and signature are original (click a signature for validation window)

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Easy-to-UseEasy-to-Use1. Send contracts to be signed directly

from zipForm® Plus, zipForm® Mobile Web Edition, or zipForm® 6 Standard

2. Prepare documents for signing

3. Participating parties click to sign documents

4. Track progress from zipForm® Plus

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Send for signatures:Send for signatures:Click eSign Click eSign

• Send documents to be signed electronically using zipLogix Digital Ink ® (select your esigning software in your zipForm ® Plus profile).

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eSigneSign

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Step One: Step One: Select forms and filesSelect forms and files

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1. Select 1. Select

2. Organize2. Organize

3. Next3. Next

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Step Two: Step Two: Select signersSelect signers

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1. Select 1. Select

2. Done2. Done

3. Next3. Next

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Optional: Optional: CC List and Verify IDCC List and Verify ID

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1. CC1. CC

2. Verify ID2. Verify ID

4. Next4. Next

3. Drag and drop3. Drag and drop

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Step Three: Step Three: Add signing areasAdd signing areas

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2. Send2. Send

1. Review Signature Areas1. Review Signature Areas

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

Change document or signerChange document or signer

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Step Four: Step Four: SendSend

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1. Start signing process1. Start signing process

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

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Transaction StartedTransaction Started

The first signer has been notified.The first signer has been notified.

Close and return to zipFormClose and return to zipForm

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Email automatically sent to Email automatically sent to

first signerfirst signer

1. Click to start signing1. Click to start signing

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

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Signing: E-Sign Legal ConsentSigning: E-Sign Legal Consent

1. Read Legal Consent1. Read Legal Consent

2. Click accept2. Click accept

3. Click Next3. Click Next

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Signing: Create Your SignatureSigning: 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

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(Optional) Select a signature(Optional) Select a signature

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

2. Select your signature style2. Select your signature style

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

Or sign using your mouse or touchpad

Or sign using your mouse or touchpad

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• Your list of documents to be signed appears

Signing: View/Sign DocumentsSigning: View/Sign Documents

1. Click Next to start signingChange list viewChange list view

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Signing: Click to SignSigning: 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

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• A green check lets you know the document is complete

Signing: Documents Signing: Documents SignedSigned

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

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Reviewing a Signed Reviewing a Signed DocumentDocument

Print or downloadPrint or download

Digitally signedDigitally signed

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Signing CompleteSigning Complete

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CC List EmailCC List Email• Signers or outside parties added to the CC List

receive an email with signed documents attached once all signing is completed.

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View or download View or download signed formssigned forms

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Click to see files using digital signaturesClick to see files using digital signatures

This file has documents sent to zipLogix Digital Ink®

This file has documents sent to zipLogix Digital Ink®

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View or download View or download executed documents executed documents

in zipVault® in zipVault®

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Click folderClick folder

Click to open signed PDFsClick to open signed PDFs

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Check status of signing Check status of signing

1. Click e-Sign1. Click e-Sign

3. Click the date/time documents were sent3. Click the date/time documents were sent

4. Check Status4. Check Status

2. Click Check Status2. Click Check Status

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Check StatusCheck Status

View complete historyView complete history

Check Status: Downloading or checking the status is available for 30 daysCheck Status: Downloading or checking the status is available for 30 days

Email a signerEmail a signer

DownloadDownload

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Making changesMaking changes

Change documents or signers*Change documents or signers*

Cancel (delete) this packet of documentsCancel (delete) this packet of documents

Making Changes: *Once a document has been signed, or a signer starts signing, for security reasons you are not allowed to make changes.

Making Changes: *Once a document has been signed, or a signer starts signing, for security reasons you are not allowed to make changes.

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Enable zipLogix Digital InkEnable zipLogix Digital Ink®®

• Member Benefit for many REALTOR® associations• Directly integrated with zipForm® Plus, Standard, and

Mobile Web Edition• No extra usernames or passwords to remember. • Check the status of signed contracts directly from

zipForm®.

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

1. Click your Name in zipForm® Plus2. Click the Profile button3. Click Settings4. Click the button for zipLogix Digital

Ink® 5. Save your changes

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Affordable pricing, no Affordable pricing, no commitmentcommitment

• 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 valuable free member benefit in many areas!

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zipLogix Digital Ink® zipLogix Digital Ink® System Requirements 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.

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Thank YouThank You

Additional information and resources:www.ziplogix.com/zipformpluswww.ziplogix.com/digitalink

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