Real Estate Software


How to Send a Transaction using zipForm® Digital Ink

How to Send a Transaction using zipLogix Digital Ink®

Step 1:

With the transaction opened that you wish to send, click on the eSign button in the File tab, then click on Sign.

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Step 2:

Select the forms you wish to send for signature on the left side of the window. You may reorder the forms using the arrow buttons on the right side of the forms list.

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Step 3:

When you are done selecting the forms, enter your name and email address if it isn’t already entered, then type a message for the your recipients.

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Step 4:

Unselect any role that you do not wish to include in the signature process by removing the check mark next to the role. You may also check/uncheck the Enable/Disable All checkbox to enable or disable all roles in the list. (It is no longer required that you select a role on this screen, however if you do have a role selected it is required to fill out the information for that role.)

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You may also pull your recipients contact information from the Address Book by clicking on the Address Book button.

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Step 5:

You may reorder the roles by using the arrow buttons.

Remember, the signing emails are sent in sequential order, signers will not receive an email until the party that precedes them has finished the signing process. So make sure that you reorder the recipients in the order you wish them to receive the email in.

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Optional: You may also add roles that aren't listed here by clicking on the Add a new party button. For more information on how to add a new party, please see KBA-01566.

Also the Verify ID($) column should only be checked if you wish to enable Identity Verification. Identity Verification costs $5.00 per recipient. For more information on Identity Verification, please see KBA-01537.

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Step 6:

When finished, click on the Send Now button to start the signing process right away or click the Continue to zipLogix Digital Ink® button to get to the zipLogix Digital Ink® Dashboard.

In the zipLogix Digital Ink® Dashboard you may add outside documents to the transaction for signing and Start/Stop the signing process. You will also get a preview of the form with the designated signature fields. For more information on how to add outside documents in the zipLogix Digital Ink® Dashboard, please see KBA-01601.

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Step 7:

You will be notified that this will use a credit. Clicking Yes will send the transaction using a credit, clicking No will cancel the action without using a credit.

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