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Getting Paperless signatures with

Getting Paperless signatures with. Fatima Sogueco Senior Software Product Coordinator fatimas@car.org ( 213) 739-8315 www.car.org/tools/zipForm6/esign/. a FREE member benefit of the. Digitally Signed Seal. Digitally Signed seal shows this document and signature are original.

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Getting Paperless signatures with

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  1. Getting Paperless signatures with Fatima Sogueco Senior Software Product Coordinator fatimas@car.org (213) 739-8315 www.car.org/tools/zipForm6/esign/ a FREE member benefit of the

  2. Digitally Signed Seal Digitally Signed seal shows this document and signature are original

  3. zipLogix Digital Ink® works from within your zipForm® Plus Transaction • Open the forms • Click the eSignicon Click Esign icon 1. Open forms

  4. Prepare for Signing 3.Continue 2. Click to add a PDF 1. Select additional forms to send for e-sign

  5. 4. Select signers 5. Click Done 6. Continue Verify ID: Optional service that asks signers a series of questions to verify their identity before they sign. Each identity verification is $5.00

  6. Step 1: Manage Signing Parties 2. Continue Add Signer Change signer order Edit signer information 1. Review Signers CC List: Signers or outside parties who will receive an email with all signed documents attached once all signers have completed signing (in addition to the link all signers receive to download signed documents). Click the CC List button to add people who are not signers.

  7. Step 2: Manage Documents 2. Continue Click to add a PDF document Edit document name 1. Review Documents

  8. Step 3: Manage Signatures 2. Continue Change document Click and drag to place a task Click to select signer or task 1. Review Signature Areas

  9. Manage Signatures (Options) Click to add a date field Click and drag to resize Delete signature/task Edit Properties Date Fields: The separate date field will automatically add a time and date stamp to a signature or initials once a signer has clicked the “Finish Signing” button. Make mandatory or optional Save changes

  10. Step 4: Send Edit the text for the email signers receive 1. Start signing process

  11. Confirm Sending 1. Click Yes The first signer(s) will be emailed instructions immediately once you click Yes to confirm sending this signing packet.

  12. Transaction Started The first signer has been notified. This Status page can be used during the signing process to check the status of signatures. This page can be reached from zipForm® by clicking the Check Status option on a file or from the eSign button.

  13. Email automatically sent to first signer Email from zipLogix Digital Ink Online Signatures 1. Click to start signing

  14. Signing: E-Sign Consent 1. Read the Legal Consent 2. Click accept 3. Click Next

  15. Signing: Create Your Signature Or, generate a computer (font) based signature 1. Create a PIN (password) 2. Sign using your mouse or touchpad 3. Click On to View/Sign

  16. (Optional) Select a signature Or, sign using your mouse or touchpad 1. Create a PIN (password) 2. Select your signature style 3. Click On to View/Sign

  17. Signing: View/Sign Documents • Your list of documents to be signed appears Change document list view 1. Click Next to start signing

  18. Signing: View/Sign Documents • You can also preview a thumbnail of the documents Change document list view 1. Click Next to start signing

  19. Signing: Click to Sign Jump to the next task 2. Click Finish Signing Signed dates auto-added after you click Finish Signing 1. Click the blue button to sign

  20. Signing: Documents Signed • A green check lets you know the document is complete 1. Click Open to view the document

  21. Reviewing a Signed Document Print or download Digitally signed

  22. Review or Download Signed Forms View completed signature packets in zipVault® 1. Click Check Status 2. Click the date/time documents were sent 3. Click View

  23. Download or Check Status View complete history Email a signer Download Check Status: Downloading or checking the status is available for 30 days (expired or canceled packets are archived sooner). Final, signed documents are automatically stored in zipVault® after all signers have completed signing.

  24. Making changes or canceling Change documents or signers* Cancel (delete) this packet of documents Making Changes: *Only documents that have not yet been signed, or signers that have not yet started signing can be edited in any way. Once a document has been signed, or a signer starts signing, for security reasons you are not allowed to make changes.

  25. zipLogix Digital Ink® File Manager inside zipForm® Plus Review or manage signed contracts, or send out new files for signatures. Send a PDF without zipForm® files View final signed documents in zipVault® Check Status

  26. 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.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.

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