zipLogix ® Digital Ink Training Sending files to be signed using the new zipForm ® Plus Go Beyond

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

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 (click a signature for validation window)

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

Send for signatures: Click eSign Send documents to be signed electronically using zipLogix Digital Ink ® (select your esigning software in your zipForm ® Plus profile). Go Beyond eSign

Step One: Select forms and files Go Beyond 1. Select 2. Organize 3. Next

Step Two: Select signers Go Beyond 1. Select 2. Done 3. Next

Optional: CC List and Verify ID Go Beyond 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 signers receive

Transaction Started The first signer has been notified. Close and return to zipForm

automatically sent to first signer 1. Click to start signing 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 Signers or outside parties added to the CC List receive an 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 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.

Enable zipLogix Digital Ink ® Enable zipLogix Digital Ink ® Member Benefit for many REALTOR® associations Directly integrated with zipForm® Plus, Standard, and Mobile Web Edition No extra usernames or passwords to remember. Check the status of signed contracts directly from zipForm®. o If you do not see zipLogix Digital Ink® when you click eSign in zipForm®, follow these steps: 1.Click your Name in zipForm® Plus 2.Click the Profile button 3.Click Settings 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 valuable free member benefit in many 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 Additional information and resources: Go Beyond