First, Login to your zipForm account at www.zipformonline.com
Marry digital ink and Zipforms
transaction > tools > options > eSign
Select the zipLogix Digital Ink eSign method as your default
Marry digital ink and Zipforms
Now, you are ready to sign the document with
eSign
Marry digital ink and Zipforms
eSign with Digital Ink
eSign with Digital InkAll parties and their info will be sent to Digital Ink
Navigate to each step using the ‘Next Step’ button
eSign with Digital Ink
The document will be pre-tagged. Navigate to each signature/initial to ensure all appropriate places are tagged.
Manually Set Up a Document in Digital Ink From
zipForm
Use eSign to start a new transaction
Manually Set Up a Document in Digital Ink
Check this box to see
your transaction
listed in zipForm 6
Click start to set up the transaction.
Manually Set Up a Document in Digital Ink
Manually Set Up a Document in Digital Ink
Add a new party (Buyer or Seller) for each person involved in the
transaction
Manually Set Up a Document in Digital Ink
To change the routing order highlight the party you want to move and use the up and down arrows
Manually Set Up a Document in Digital Ink
In order to send a PDF, their name must be in the CC list. Otherwise it will
be sent as a link via email
Manually Set Up a Document in Digital Ink
Add additional recipients to the cc: list (ex: your closer at Independence Title)
Next, add the document.
Manually Set Up a Document in Digital Ink
Options for viewing, removing or renaming the
document.
Manually Set Up a Document in Digital Ink
You’ll know the document is uploaded successfully when you see it here.
Next add tags for signatures
Then click the sign or initial button.
Manually Set Up a Document in Digital Ink
First, highlight the correct party
Note: To add a text box, the signature tags must be set first. Then, the text box option will be available.
Manually Set Up a Document in Digital Ink
Select if the signature/initial tag is mandatory or optional.
Use the text box tag to add phone numbers; email addresses; and notes, or assign it to a party to input data.
*change the size of the textbox by dragging the lower right hand corner*
Manually Set Up a Document in Digital Ink
Note: To add a text box, the signature tags must be set first. Then, the text box option will be available.
Manually Set Up a Document in Digital Ink
Add additional information to the transaction if you’d like.
Finally, the document is ready to be sent.
Manually Set Up a Document in Digital Ink
Signing the document
This email contains the link that will take the signing parties to Digital Ink
Signing the document
Signing the document
Signing the document
Signing the document
Use the next button to jump to the next signature
Note: In order to download the zipForm app, you must purchase mobile access at www.zipform.com with a yearly fee.
Digital Ink On-The-Go!
Digital Ink On-The-Go!
Once you have mobile access, search for “zipForm” in the App Store for your mobile device.
The home screen of the app will populate your
transactions.
Digital Ink On-The-Go!
Within each transaction you will find your
current forms and you can add new ones
Digital Ink On-The-Go!
Signatures > Sign with zipLogix Digital Ink
Digital Ink On-The-Go!
Next, select which documents you need signed
Digital Ink On-The-Go!
Next, add the signers and their roles (ex: Buyer or Seller)
Digital Ink On-The-Go!
The document is now ready to
be tagged for
signatures.
Touch ‘next’ to open the document in Digital Ink.
Digital Ink On-The-Go!
Next set the routing order just like you do on a desk or lap top.
Then, touch ‘Next Step’ to move forward.
Digital Ink On-The-Go!
Next, you will see the document you selected in zipForm.
Digital Ink On-The-Go!
The document will be pre-tagged and color coded based upon the parties you have added.
Digital Ink On-The-Go!
Add any additional transaction information or a message to the clients before sending.
Digital Ink On-The-Go!
You’ll know when your clients have received the notification to sign.
Digital Ink On-The-Go!
Digital Ink Online Support: Find Answers!
www.support.zipform.com > Select a Product > zipLogix Digital Ink
Here you can find support tutorials and watch How-To videos
Digital Ink Online Support: Find Answers!
Send your clients a link to the How-To videos prior to sending them a document to sign.
Quick Tip