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Sending a Transaction to be Signed using zipLogix Digital Ink®

To send a Transaction to be signed using zipLogix Digital Ink®, you must first make sure that zipLogix Digital Ink® is selected as your default e-Signature solution. To learn how to select your default e-Signature solution, please refer to Article: KBA-01720.

If you already have zipLogix Digital Ink® set as your default e-Signature solution, follow the steps below:

Step 1:
Open the Transaction that you wish to be signed, then click on the e-Sign button in the Documents tab:

Step 2:
Select which Form(s) or Document(s) that you wish to send by clicking the check box on the upper right of each icon as illustrated below.

Please Note: You can use the Select All button to select all of the forms and documents within the Transaction if needed.

If you only wish to send certain pages of a form, you can click the down arrow on the bottom right of each icon and uncheck any unwanted pages. If you do not see the down arrow illustrated below, then the form is only one page or it is not a zipForm® ZFX file. The selecting of pages only works with zipForm® files:

Optionally, you can give your e-signature submission a name so that it is easier to find if you need to go back and look at the history.

Step 3:
Click on the Next button to go to the Select Parties section:

Step 4:
In the Select Parties section, select the signers by clicking the check boxes next to each individual that you want to sign as illustrated below. If not already populated from the Transaction, First Name, Last Name, Role and Email address is required for each signer. Each signer selected must also have a signature on at least one of the selected form(s) or document(s).

If you have previously saved a signer as a Contact in your Address Book, you may pull their information from the Address Book by clicking on the Address Book button.

If you need to add an additional signer, you may click on the New button and fill out the appropriate fields.

Step 5:
When all of the signers are added, click on the Done button.

Step 6:
zipLogix Digital Ink® sends out the signature emails in sequential order. This means that the emails will be sent in the order that they are listed on this screen. If you do not like the order in which the signers appear on the list you can drag and drop them in the order that you prefer. If you drag a signer on top of another signer, those two signers will be able to sign at the same time.

If you want any of the signers to receive copies of the signed documents once the submission is completed, click on the CC check box next to that signer's name.

If you want to send copies of the signed documents to individuals not on the list of signers, click on the CC List button and add them.

If you wish to add an extra level of security to your signer(s), Text Message Authentication or Verify ID can be selected.

Please Note: The use of either one of these features (Text Message Authentication or Verify ID) requires a non-refundable charge of $5.00 per signer and is not included as a member benefit in any states where zipForm® Plus is provided as part of your association dues.

Step 7:
Click on the Next button to go to the Add Signatures section.

Step 8:
In the Add Signatures section, you will be presented with a preview of the forms that you have selected along with a preview of the signatures. You will want to look the forms over to make sure that all of the signatures are on the forms. Any PDF files that were added to the submission and any form with a dual role signature field (i.e. "Buyer or Seller") will not have the signature fields auto-populated and must be added manually.

To add signatures manually to a form, click on the signer you are adding the signature for in the Add Signature/Task window:

Then drag and drop the Signature icon onto the form in the location that you wish the signature to be:

You can also use the same process to add Initials, Text Boxes, Checkboxes, Acknowledge/Agree and Read Only by using the other tools in the Add Signature/Task window:

Step 9:
When you are ready, click on the Send button to start the signature process. Please remember that the emails are sent to each signer in sequential order.

Please Note: Signers will not see documents unless they have tasks assigned for that document (Signature, Initial, Read, etc.).

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