eSign with zipLogix Digital Ink

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eSign with zipLogix Digital Ink

• Send files for secure click-to-sign online
  signatures directly from zipForm Plus

zipLogix Training Training_at_zipLogix.com
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The Paperless Transaction

• Together, these tools help you seamlessly meet
  your office and client needs from anywhere, at
  any time.

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Signing Contracts Paperlessly

• Congratulations! Your client is ready to execute
  the contract.
• How do you make signing easy for you and your
  client?
• Professionalism Use the eSign button so that
  signers can click to sign from any computer or
  tablet, without waiting for couriers or driving
  long distances
• Accuracy Signature areas are pre-tagged
  (marked for you) by zipForm Plus according to
  the signers role when you use the eSign button
  to send for signatures
• 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

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The zipLogix Advantage
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Secure Digital Signatures
zipLogix Digital Ink

• 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 or the compatible PDF viewer of
  your choice
• Note Some PDF preview programs will not show the
  signatures because they do not have the ability
  to confirm the validity. If this happens, visit
  www.adobe.com/reader to download and install the
  free Acrobat PDF viewer.

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Sending for Signatures
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Sending for Signatures
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Select Forms to Sign

1. Click the eSign button within the zipForm Plus
   Transaction file, or when filling out a zipForm
   Plus form.

A
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Select Forms to Sign

• Enter a name to identify this packet of documents
  in the Check Status list (Optional)
• Click the Check Box to select forms and add them
  to the list of Documents to sign
• Tip Use the blue ? arrow to select a specific
  page or pages to send.

B
C
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Select Forms to Sign

• Use the Browse button to add PDF documents to
  this packet from your computer (Optional)
• Click Next

D
E
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Select Signers

1. Click to check the check box to select signers
2. Enter required information for signers, such as
   email address or role (their role determines what
   signature fields they will be prompted to
   complete)
3. Click Done

F
G
H
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Select Signers
K
J
I

1. Click and drag to change the signing order. Drag
   one signer on top of another to have them sign at
   the same time. (Optional)
2. Select signer options, such as CC to
   automatically email signed contracts as PDF
   attachments from the system once signing is
   complete. (Optional)
3. Click Next

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Add Tasks

1. Signing tasks allow signers to execute the
   contract. Click and drag an icon to add a
   signature or task, if needed.
2. You will see a sample signature preview, to help
   with sizing signature areas.
3. Review tasks on all documents on the Document
   List.
4. Click Send

O
N
L
M
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Send Now

• Customize the message for all signers (Optional),
  and then click Send Now to send the email
  invitation to start signing.

Send Now
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Documents Sent for Signatures

• Your set of documents has been sent to the first
  signer(s) for their signatures, and you will see
  a summary of the packet you sent. Click Close to
  return to zipForm.

Return to zipForm
Cancel
Modify
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Sending for Signatures
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Start Signing
Signing Contracts

• The email to start signing is automatically sent
  to the first signer.

eMail from noreply_at_ziplogix.com
Signers Name
Click to start signing
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Legal consent
Signing Contracts

1. Read and accept the E-Sign Legal Consent
2. Click Next

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Create Your Signature
Signing Contracts

1. Select your Signing Password
2. Select a signature font ORDraw your own
   signature
3. Click On to View/Sign

E
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Option Choose a Signature Font
Signing Contracts

• 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.

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Option Draw Your Own Signature
Signing Contracts

• Click the toggle button to choose to draw your
  own signature. You can draw using a mouse,
  touchpad, tablet, phone, or stylus.

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Ready to Review and Sign
Signing Contracts

• Click Let me review to read the contract and
  click to sign as prompted
• Confident in the contracts contents? Click Go!
  to scroll automatically to signature locations

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Click to Sign and Initial
Signing Contracts
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Optional Fields
Signing Contracts

• Fields that are optional, such as check boxes, or
  optional signatures, will be highlighted with
  blue instead of yellow, and will have the
  Optional tag. Read the contract carefully before
  making your selection you may be asked to
  select only one optional field out of many.

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Finished Signing
Signing Contracts

• 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.

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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
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Review Signed Contracts
Signing Contracts

• When reviewing the signed documents, you can
  download or print the contracts at any time.

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Thank you for Signing eMail
Signing Contracts

• When you have finished signing, you will receive
  an automatic email which lists the contract(s)
  that you have signed and provides a link to view
  or download the contract(s).

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CC List Email

• Signers or outside parties added to the CC List
  receive an email with signed documents attached
  as PDFs, once all signing is completed.

Signed Contract(s)
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Sending for Signatures
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Transactions with Signed Contracts

1. Click to sort for transactions with documents
   sent using zipLogix Digital Ink
2. Click the transaction name to open a file

A
This file has documents sent to zipLogix Digital
Ink
B
Contains Documents Sent for Signatures
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Signed Contracts Stored in zipVault

• The folder of signed contracts is appears once
  signing is complete
• A new notification with direct link to the
  documents appears

Notification
Folder
Signed PDF
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Check Status

• Review signature progress, make changes, or
  cancel the signature packet.
• Click eSign
• Click Check Status
• Click the Check Status button next to the eSign
  submission

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B
C
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zipLogix Digital Ink Status
Cancel
Modify
History
Check Status Downloading or checking the status
is available for 30 days
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E-Mail Signing Link
Edit E-Mail
E-Mail
Include link
Send
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eSignatures

• You now know how to
• Send forms to be signed using the eSign button
• Connect with zipLogix Digital Ink or DocuSign
• 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, email signers, and make small edits if
  needed.

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Settings Select zipLogix Digital Ink
Profile

• The zipForm Plus eSign button can be used to
  send documents to zipLogix Digital Ink or
  DocuSign.
• Select your program under Settings gt E-Signature
  Options

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Next Steps

• Try it! Reinforce your learning
• Sign in to zipForm Plus
• Send a contract (or set of contracts!) to
  yourself for signatures
• Create your signature, and make note of your
  password, so that you will have a professional
  digital signature that you can use in future
  files
• If you need to, use the Delete button to delete
  the file
• Learn more! Review your training and increase
  your skills
• Training on Demand www.YouTube.com/ziplogix
• Step-by-Step Instructions Click the (?) button
  in zipForm Plus
• Live Webinars Sign up for a future live
  training at www.zipLogix.com

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Training and Support

• Support
• Phone support586-840-0140
• 24 hours Monday - Friday
• 10 am to 10 pm Eastern Time Saturday and Sunday
• Online Support, FAQs, and Knowledge
  Basehttp//support.zipLogix.com

• Training
• Training on demandwww.youtube.com/ziplogix
• Live online training via webinar
  www.zipLogix.com/training
• Click the (?) icon or HELP link for in-app
  training and support in zipForm Plus

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Thank You

• Additional information and resourceswww.ziplogix
  .com