® Time Saving eSigning Tips with zipLogix Digital Ink Amy A. Ulloa zipForm Products Coordinator CALIFORNIA ASSOCIATION OF REALTORS ® ®

The Paperless Transaction 1 Complete contracts quickly and professionally 2 Get secure paperless signatures using eSign 3 Continue working with and storing forms, documents, and archives online Together, these tools help you seamlessly meet your office and client needs from anywhere, at any time.

Signing Contracts Paperlessly Congratulations! Your client is ready to execute the contract. How do you make signing easy for you and your client? Professionalism – Clients can click to sign from any computer, tablet, or smart phone Accuracy – Signature areas are “pre-tagged” (marked for you) by zipForm ® Plus according to the signer’s role Expertise – Your expertise travels with the contracts, since you are always in control of who is signing, where they sign or initial, and what they fill out Trust – Contracts are secured with Digital Signatures, ensuring signature and contract authenticity can be confirmed each time the PDF is opened

Easy to use Always accurate, secure, and up to date Seamless professional workflow Reduced data entry The zipForm ® Advantage

Secure Digital Signatures Confirms signatures are valid each time the PDF opens Prevents tampering with the final contract Independent verification is visible and verifiable by anyone through the free Adobe Acrobat Reader zipLogix Digital Ink®

zipLogix Digital Ink Tip #1 Use the Cover Sheet ®

Auto-fills into e-Sign zipLogix Digital Ink®

zipLogix Digital Ink Tip #2 Entities as clients using zipLogix Digital Ink ® ®

Entities zipLogix Digital Ink® 1. Fill out RCSD 2. Fill out your RPA with the entities full name

Entities zipLogix Digital Ink® 3. Click on “e-Sign” on the toolbar. In the Transaction Parties window, delete the entity name and replace with the signer’s name. 4. Click on “Done”, then “Next” 5. Click “Send”, your e-Sign has been sent!

Signer and Entity Name Appear zipLogix Digital Ink®

zipLogix Digital Ink Tip #3 Select the order of your signers ®

Change Order –Signers will receive simultaneously zipLogix Digital Ink®

zipLogix Digital Ink Tip #4 Ensure everyone receives fully executed copies ®

Check CC box, signer receives fully executed copy

Non-signers (TC, escrow, etc.) receives fully executed copy

CC List Signers or outside parties added to the CC List receive an with signed documents attached as PDFs, once all signing is completed. Signed Contract(s)

zipLogix Digital Ink Tip #5 Check Status ®

Review progress, modify, or cancel the signature packet. A.Click eSign B.Click Check Status C.Click Check Status C C B B A A zipLogix Digital Ink®

zipLogix Digital Ink Tip #6 Resend Invitation ®

Signing Link Edit Include link Send zipLogix Digital Ink®

zipLogix Digital Ink Tip #7 Cancel or Modify Submission ®

Check Document Status Check Status: Downloading or checking the status is available for 30 days Cancel History Modify zipLogix Digital Ink®

zipLogix Digital Ink Tip #8 Acknowledge/Agree and Read ®

Add Tasks Have a document that signers need to see but not sign? Drop in the Acknowledge/Agree or Read Allows signer to acknowledge they opened and/or read the document(s)

zipLogix Digital Ink Tip #9 Text and checkboxes ®

Must drop a signature or initial task first History zipLogix Digital Ink® Drag text box or checkbox on to form

Drag and drop text or check box document Remove Label: This way the text field only shows your text. zipLogix Digital Ink®

Text appears inside box Check Status: Downloading or checking the status is available for 30 days History zipLogix Digital Ink®

Check box appears on form Check Status: Downloading or checking the status is available for 30 days History zipLogix Digital Ink®

zipLogix Digital Ink Tip #10 Update Your Signature ®

Type in your password zipLogix Digital Ink® Reset Password: An will be sent for reset.

Choose a generate d font or draw your own zipLogix Digital Ink® Draw your Signature: Click to draw

Fully executed document has all tasks! zipLogix Digital Ink®

zipLogix Digital Ink Tip #11 What Signers See ®

A A B B Legal consent A.Read and accept the E-Sign Legal Consent B.Click Next Signing Contracts

C C D D Create Your Signature C.Select your Signing Password D.Select a signature font OR Draw your own signature E.Click On to View/Sign Signing Contracts E E

Option: Choose a Signature Font Select the desired signature font (style) from the displayed options. This selection will represent your signature on the documents you are signing. When finished, click On to View/Sign. Signing Contracts Signature Font On to View/Sign

Option: Draw Your Own Signature Click the toggle button to choose to draw your own signature. You can draw using a mouse, touchpad, tablet, phone, or stylus. Signing Contracts Draw Signature On to View/Sign

Ready to Review and Sign Click Let me review to read the contract and click to sign as prompted. Confident in the contract’s contents? Click Go! to scroll automatically. Signing Contracts

Click to Sign and Initial Signing Contracts G G Previous Progress Next Signed

Optional Fields Signing Contracts Optional Check Box Fields that are optional will be highlighted with blue instead of yellow, and will have the Optional tag.

Finished Signing Signing Contracts H H Review Click Finish to complete the signing process when prompted. Not yet ready to commit to these contracts? Click Stay Here to continue to review the contracts.

Signing Complete Signing Contracts Congratulations! Signing is complete. Click Review to see a copy of the signed documents, complete with time and date stamps and digitally signed seals. Review

Review Signed Contracts Signing Contracts When reviewing the signed documents, you can download or print the contracts at any time. Download or Print Signature Initials Automatic Date

Thank you for Signing Signing Contracts When you have finished signing, you will receive an automatic which lists the contract(s) that you have signed and provides a link to view or download the contract(s). View Signed Documents

zipLogix Digital Ink Tip #12 Find Fully Executed Documents ®

Transactions with Signed Contracts This file has documents sent to zipLogix Digital Ink® Contains Documents Sent for Signatures

Signed Contracts Stored in zipVault A folder of signed contracts appears A new notification with direct link to the documents appears Notification Folder Signed PDF

eSignatures You now know how to:  Send forms to be signed using the eSign button  Select documents to send for signatures  Select signers  Review signature areas on the form and send for signatures  View signed documents Folder within zipForm® Plus once all signing is complete Check Status to view signature status in progress, signers, and make small edits if needed.

Next Steps Try it! Reinforce your learning – Send a documents to yourself for signatures Learn more! – – Step-by-Step Instructions – Click the (?) button in zipForm® Plus – Live Webinars – Sign up for a future live training at