Www.car.org/tools/zipform/esign zipLogix ® Digital Ink Training Sending files to be signed using the new zipForm ® Plus A Free C.A.R. Member Benefit.

www.car.org/tools/zipform/esign

zipLogix® Digital Ink Training

Sending files to be signed using the new zipForm® Plus

A Free C.A.R. Member Benefit


The Digital Signature Advantage

• Trustworthy and verifiable digital signatures.

• Easily set up documents for signing directly from zipForm®

• Incorporate any PDFs for a complete signing packet


Digitally Signed Seal

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


Send for signatures:Click eSign

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

Go Beyond

eSign


Step One: Select forms and files

1. Select

2. Organize

3. Next


NEW! Sellers Can Easily Complete & Sign

Disclosures (TDS, SPQ) via eSign!

Sellers can easily complete TDS &

SPQ

Send docs for esign without

leaving zipForm site!


Step Two: Select signers

Go Beyond

1. Select

2. Done

3. Next


Optional: CC List and Verify ID

1. CC

2. Verify ID

4. Next

3. Drag and drop


Step Three: Add signing areas

Go Beyond

2. Send

1. Review Signature Areas

Click and drag to place a task

Change document or signer


Step Four: Send

Go Beyond

1. Start signing process

Edit the text for the email signers receive


Transaction Started

The first signer has been notified.

Close and return to zipForm


Email automatically sent to first signer

1. Click to start signing

Email from zipLogix Digital Ink Online Signatures


Signing: E-Sign Legal Consent

1. Read 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

2. Select your signature style

1. Create a PIN (password)

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 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 Document

Print or download

Digitally signed


Signing Complete

Go Beyond


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

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

Go Beyond


View or download signed forms

Go Beyond

Click to see files using digital signatures

This file has documents sent to zipLogix Digital Ink®


View or download executed documents in

zipVault®

Go Beyond

Click folder

Click to open signed PDFs


Check status of signing

1. Click e-Sign

3. Click the date/time documents were sent

4. Check Status

2. Click Check Status


Check Status

View complete history

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

Email a signer

Download


Making changes

Change documents or signers*

Cancel (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.


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.

http://www.adobe.com/


Thank You

Additional information and resources:


http://www.car.org/tools/zipform/esign

Www.car.org/tools/zipform/esign zipLogix ® Digital Ink Training Sending files to be signed using the new zipForm ® Plus A Free C.A.R. Member Benefit.

Documents

signed slide

signature slide

document slide

zipform slide

esign slide

signer slide

task slide

touchpad slide