The Electronic Transaction Getting Paperless signatures with zipLogix Digital Ink®

Slides:



Advertisements
Similar presentations
11/2/2013 2:02:38 AM 5864_ER_FED 1 Importing Certificates into Lotus Notes R6.
Advertisements

A Producer’s Guide to Chubb’s SMART Application Platform
Five Steps in 5 Minutes Close deals faster, more easily, more often! 1.Start a Quote: Input deal amounts and review the available lease options 2.Create.
Secretary of State Delbert Hosemann
Peirsonpatterson,llp eDisclosure Solution ppdocs.com.
El Vis – Visman’s Electronic VISitor management system offers a module for Control of Contractors. The system is offered on a secure, maintained and controlled.
Members Only & Login Modules Members Only works with the Login module to provide password protection to Web pages and files. Login Groups may be created.
Peirsonpatterson,llp eDisclosure Solution ppdocs.com.
Customer Service Module Course Contents Table of Contents Enter A Request Search A Request Create Invoice (Funeral home request) Search Invoice Manage.
1 of 4 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation.
Services Course Live SkyDrive Participant Guide.
The Act Tab (Project). Please select a button to learn more. Welcome to the Project Act Tab. Here you can Add Team Members, provide and receive Feedback,
Welcome to the Ivy Tech Community College Online Employment System Applicant Tutorial.
1 CA201 Word Application Collaborating with Others Week # 8 By Tariq Ibn Aziz Dammam Community college.
Sign directly on a tablet with your finger or stylus Sign non-zipForm ® documents via zipVault® Securely stores signed copies in zipVault® Fax or .
Sign directly on a tablet with your finger or stylus Sign non-zipForm ® documents via zipVault® Securely stores signed copies in zipVault® Fax or .
© 2013 Ticor Title | tt_cwp_122013_v1_3 Customer Web Portal Overview Simply, Connected to your order.
Computer Literacy BASICS: A Comprehensive Guide to IC 3, 5 th Edition Lesson 14 Sharing Documents 1 Morrison / Wells / Ruffolo.
Getting Paperless signatures with Fatima Sogueco Senior Software Product Coordinator (213) a.
zipLogix ® Digital Ink Training Sending files to be signed using the new zipForm ® Plus Go Beyond.
zipLogix ® Digital Ink Training Sending files to be signed using the new zipForm ® Plus A Free C.A.R. Member Benefit.
Welcome to the Electronic Permit Submittal and Processing System (EPSAP) Professional Engineer Submittal Instructions.
Start the slide show by clicking on the "Slide Show" option in the above menu and choose "View Show”. or – hit the F5 Key.
© 2008 The McGraw-Hill Companies, Inc. All rights reserved. M I C R O S O F T ® Preparing for Electronic Distribution Lesson 14.
Online Real Estate Completing real estate contracts quickly and professionally using zipForm® Plus, zipLogix Digital Ink®, and zipVault®
Pasewark & Pasewark 1 Outlook Lesson 1 Outlook Basics and Microsoft Office 2007: Introductory.
Chapter 5 Collaborating on and Delivering a Presentation
ZipForm® User Group Wednesday 1/23/ a.m a.m. Fatima Sogueco Senior Software Products Coordinator
Search Empower Engage Send Print Co-Brand With BusinessBuilder.
Copyright © 2008 Pearson Prentice Hall. All rights reserved. 1 Exploring Microsoft Office Word 2007 Chapter 7 The Advanced User Robert Grauer, Keith Mulbery,
zipForm ® Plus Advanced Training Using time-saving clauses, templates, and transaction tools in zipForm ® Plus Go Beyond.
Completing Contracts Online Getting started using zipForm® Plus to complete contracts online quickly and efficiently Go Beyond.
PD-Online.ca How to use the online administration of Personality Dimensions®
1. Chapter 25 Protecting and Preparing Documents.
® zipForm Mobile Features & Functions Amy A. Ulloa zipForm Products Coordinator CALIFORNIA ASSOCIATION OF REALTORS ® ®
® Top zipForm Plus Tips Every REALTOR Must Know Amy A. Ulloa zipForm Products Coordinator CALIFORNIA ASSOCIATION OF REALTORS ® ® ®
Pasewark & Pasewark Microsoft Office 2003: Introductory 1 INTRODUCTORY MICROSOFT OUTLOOK Lesson 1 – Outlook Basics and .
1 ADVANCED MICROSOFT WORD Lesson 14 – Editing in Workgroups Microsoft Office 2003: Advanced.
Using Google Docs: The Basics for Students Paul Jude Beauvais August 29, 2010.
HPHConnect New User Registration Tutorial A Guide for Harvard Pilgrim Providers August 2005.
Rev.04/2015© 2015 PLEASE NOTE: The Application Review Module (ARM) is a system that is designed as a shared service and is maintained by the Grants Centers.
Once all screens are completed in good order, you will be prompted to lock the application. Choose a signature method by checking the appropriate box on.
® Time Saving eSigning Tips with zipLogix Digital Ink Amy A. Ulloa zipForm Products Coordinator CALIFORNIA ASSOCIATION OF REALTORS ® ®
1 CA203 Presentation Application Reviewing and Sharing a Presentation Lecture # 11.
Chapter 11 Enhancing an Online Form and Using Macros Microsoft Word 2013.
ZipLogix Digital Ink® New Features Update May 2013.
Peirsonpatterson,llp eDisclosure Solution ppdocs.com.
Adviser Panel. Go to All DD Track Advisers: Click “Advisor Login”
1 Lesson 14 Sharing Documents Computer Literacy BASICS: A Comprehensive Guide to IC 3, 4 th Edition Morrison / Wells.
Adding, editing, and deleting items using CONTENTdm Administration.
ZipLogix Digital Ink® & DocuSign® Which is right for me and why? Amy A. Ulloa zipForm® Product Coordinator
TWFG Branch Meeting – 1 st Quarter Logging In AMP was designed for use with Chrome. While some features may work in Internet Explorer, we recommend.
222 About RPost Leader in security since 2000 Endorsed by more than 20 major bar/law associations Used by U.S. Government Used by insurance carriers.
SCC P2P – Collaboration Made Easy Contract Management training
Welcome to the Electronic Permit Submittal and Processing System (EPSAP) Professional Engineer Submittal Instructions.
Customer Online Ordering
Administrator Training
Ariba Contracts: Initiate eSignature
USING ADOBE ACROBAT READER DC
Adding and editing students and student test settings
Lesson 14 Sharing Documents
Orders & Shipment Tracking
The Smarter Balanced Assessment Consortium
The Smarter Balanced Assessment Consortium
ZipFormMLS-Connect®.
How To Create a digital signature in a PDF document Step 1 Step 2
BAZaaR FOR HOSTING COMPANY
The Smarter Balanced Assessment Consortium
The Smarter Balanced Assessment Consortium
Presentation transcript:

The Electronic Transaction Getting Paperless signatures with zipLogix Digital Ink®

The Digital Signature Advantage Permanently secure the document’s content and signer identity. Easily set up documents for signing directly from zipForm® 6 Incorporate PDFs for a complete signing packet

Why Digital 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.

Digitally Signed Seal Digitally Signed seal shows this document and signature are original

Easy-to-Use 1.Send contracts to be signed directly from zipForm® 6 Professional, Mobile, or Standard 2.Prepare documents for signing 3.Participating parties click to sign documents 4.Track progress from zipForm® 6 Professional

zipLogix Digital Ink® zipLogix Digital Ink®works from within your zipForm® 6 Transaction 1.Open the forms 2.Click the eSign option on the File menu 1. Open forms 2. Send contracts to be signed Send PDFs without zipForm® forms

Prepare for Signing 1. Select forms 2. Customize message 3. Select signers Click to edit signers Click to add a PDF 4. Continue Verify ID: Optional service that asks signers a series of questions to verify their identity before they sign. Each identity verification is $5.00

Step 1: Manage Signing Parties Change signer order 2. Continue 1. Review Signers CC List: Signers or outside parties who will receive an with all signed documents attached once all signers have completed signing (in addition to the link all signers receive to download signed documents). Click the CC List button to add people who are not signers. Add Signer Edit signer information

Step 2: Manage Documents 2. Continue 1. Review Documents Click to add a PDF document Edit document name

Step 3: Manage Signatures Click to select signer or task Click and drag to place a task Change document 2. Continue 1. Review Signature Areas

Manage Signatures (Options) Click and drag to resize Click to add a date field Edit Properties Delete signature/task Date Fields: The separate date field will automatically add a time and date stamp to a signature or initials once a signer has clicked the “Finish Signing” button. Make mandatory or optional Save changes

Step 4: Send 1. Start signing process Edit the text for the signers receive

Confirm Sending 1. Click Yes The first signer(s) will be ed instructions immediately once you click Yes to confirm sending this signing packet.

Transaction Started The first signer has been notified. This Status page can be used during the signing process to check the status of signatures. This page can be reached from zipForm® by clicking the Check Status option on a file or from the eSign button.

automatically sent to first signer 1. Click to start signing from zipLogix Digital Ink Online Signatures

Signing: E-Sign Consent 1. Read the 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 1. Create a PIN (password) 2. Select your signature style 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 document list view

You can also preview a thumbnail of the documents Signing: View/Sign Documents 1. Click Next to start signing Change document 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

Review or Download Signed Forms View completed signature packets in zipVault® 1. Click Check Status 2. Click the date/time documents were sent 3. Click View

Download or Check Status View complete history Check Status: Downloading or checking the status is available for 30 days (expired or canceled packets are archived sooner). Final, signed documents are automatically stored in zipVault® after all signers have completed signing. a signer Download

Making changes or canceling Change documents or signers* Cancel (delete) this packet of documents Making Changes: *Only documents that have not yet been signed, or signers that have not yet started signing can be edited in any way. Once a document has been signed, or a signer starts signing, for security reasons you are not allowed to make changes.

zipLogix Digital Ink® File Manager in zipForm® Professional Review or manage signed contracts, or send out new files for signatures. Check Status Send a PDF without zipForm® files View final signed documents in zipVault®

Enable zipLogix Digital Ink® Member Benefit for many REALTOR® associations Directly integrated with zipForm® 6 No extra usernames or passwords to remember. Check the status of signed contracts directly from zipForm®. If you do not see zipLogix Digital Ink® when you click eSign in zipForm®, follow these steps: 1.Click the TOOLS tab 2.Click the Options button 3.Click the eSign Tab in the options window 4.Click the button for zipLogix Digital Ink® 5.Save your changes

Affordable pricing, no commitment 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 member benefit in some areas!

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 -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.

Thank You Sign in and access zipLogix Digital Ink® through zipForm®, no extra usernames or passwords required Support.zipLogix.com