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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.

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Presentation on theme: "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."— Presentation transcript:

1 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

2 www.car.org/tools/zipform/esign 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

3 www.car.org/tools/zipform/esign Digitally Signed Seal Digitally Signed seal shows this document and signature are original (click a signature for validation window)

4 www.car.org/tools/zipform/esign 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

5 www.car.org/tools/zipform/esign Step One: Select forms and files 1. Select 2. Organize 3. Next

6 www.car.org/tools/zipform/esign 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!

7 www.car.org/tools/zipform/esign Step Two: Select signers Go Beyond 1. Select 2. Done 3. Next

8 www.car.org/tools/zipform/esign Optional: CC List and Verify ID 1. CC 2. Verify ID 4. Next 3. Drag and drop

9 www.car.org/tools/zipform/esign Step Three: Add signing areas Go Beyond 2. Send 1. Review Signature Areas Click and drag to place a task Change document or signer

10 www.car.org/tools/zipform/esign Step Four: Send Go Beyond 1. Start signing process Edit the text for the email signers receive

11 www.car.org/tools/zipform/esign Transaction Started The first signer has been notified. Close and return to zipForm

12 www.car.org/tools/zipform/esign Email automatically sent to first signer 1. Click to start signing Email from zipLogix Digital Ink Online Signatures

13 www.car.org/tools/zipform/esign Signing: E-Sign Legal Consent 1. Read Legal Consent 2. Click accept 3. Click Next

14 www.car.org/tools/zipform/esign 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

15 www.car.org/tools/zipform/esign (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

16 www.car.org/tools/zipform/esign Your list of documents to be signed appears Signing: View/Sign Documents 1. Click Next to start signing Change list view

17 www.car.org/tools/zipform/esign 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

18 www.car.org/tools/zipform/esign A green check lets you know the document is complete Signing: Documents Signed 1. Click Open to view the document

19 www.car.org/tools/zipform/esign Reviewing a Signed Document Print or download Digitally signed

20 www.car.org/tools/zipform/esign Signing Complete Go Beyond

21 www.car.org/tools/zipform/esign 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

22 www.car.org/tools/zipform/esign View or download signed forms Go Beyond Click to see files using digital signatures This file has documents sent to zipLogix Digital Ink®

23 www.car.org/tools/zipform/esign View or download executed documents in zipVault® Go Beyond Click folder Click to open signed PDFs

24 www.car.org/tools/zipform/esign Check status of signing 1. Click e-Sign 3. Click the date/time documents were sent 4. Check Status 2. Click Check Status

25 www.car.org/tools/zipform/esign Check Status View complete history Check Status: Downloading or checking the status is available for 30 days Email a signer Download

26 www.car.org/tools/zipform/esign 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.

27 www.car.org/tools/zipform/esign 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.comwww.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.

28 www.car.org/tools/zipform/esign Thank You Additional information and resources: www.car.org/tools/zipform/esign www.car.org/tools/zipform/esign


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