Sign Documents without Creating a zipForm® 6 Transaction

Sign Documents without Creating a zipForm® 6 Transaction

A new zipLogix Digital Ink® button was just released inside of zipForm® 6 which will allow you to quickly send non-zipForm® 6 forms for electronic signature. Available from any screen within zipForm® 6, click zipLogix Digital Ink® and you’ll be taken to an overview page that lists all items you previously sent for e-signature.

To sign a new document from that page:

1. Click “eSign”

2. Name the document

3. Click “Start”

4. Click “Add Party” to add your signers/clients

5. Fill out your signer’s information (email address required)

6. Click “Add”

7. Click “Add Document” to add your outside documents that need signatures

8. Name the document and browse to locate the electronic copy on your computer

9. Click “Submit”

10. Click “Edit” to place signature boxes in the appropriate areas for each signer

11. After tagging, click “Back to Dashboard”

12. Click “Activate” to start the email invitations

You can return to the zipLogix Digital Ink® button at any time to check the status of your e-sign transactions. To learn more about the new features within zipLogix Digital Ink®, join us for a free webinar next Monday!

Webinar details:

Date: Monday, November 14, 2011

Time: 2 to 3pm

To register: https://www1.gotomeeting.com/register/187897825

If you can’t make this session, join us for a future webinar, visit www.car.org/tools/zipForm6/esign/ to register.

 
 
-52