Document

Report
Sign directly on a tablet with your finger or stylus
Sign non-zipForm® documents via zipVault®
Securely stores signed copies in zipVault®
Fax or email executed documents
Log in at
on.car.org/zfmobile
from your Tablet or
Smartphone devices!
Log into zipForm® Mobile Web from your tablet device
m.zipformonline.com
Tap the “New” icon to create a new
transaction
Provide a Transaction Name, Property Type
and tap “Create” button
TIP!
You can also apply
any existing
templates to your
transaction
Select the library you want to add forms from
by tapping
Press the “Add” button to add C.A.R. forms
to your transaction
TIP!
Tap each form
to add
Select the C.A.R. form you wish to edit and
tap“Edit”
Tap the “More” menu to select additional
zipForm® Mobile options
Highlighter
You can highlight the boilerplate of
the form. Use your Stylus or finger
to drag and position which areas
you wish to highlight
Adding Notes to your forms
Notes
Insert additional instructions
for clients directly on your
form!
Using zipForm® MLS-Connect
Tap “More”, then tap “Import MLS Listing
Data”
You will need to have your MLS credentials
available
1.
2.
3.
4.
Select MLS name
Enter MLS User ID
Enter MLS Password
Select Property type
(Commercial,
Residential, Vacant
Land, etc.)
5. Enter Listing Number
of the property
6. Tap“Get” button
7. Check the
information, then tap
“Import”
Imported Successfully
Sending out via E-mail
Tap on “E-mail”
Select Contact
3 ways to sign electronically
•
TouchSign™ (via tablet only, signer must be present)
zipLogix Digital Ink® (FREE C.A.R. Member Benefit)
•
DocuSign® (Must purchase, www.DocuSign.com)
•
Using
TouchSign™
Electronic Signatures
Select “Sign with TouchSign” to begin signing
process
Select C.A.R. Forms
to send for e-sign
Select zipVault®
documents to e-sign
Select signer and click TouchSign! button to
begin signing process
Using your tablet – Clients can begin
signing the documents
Create Your Own Signature.
Drag and Tap “Place” button to
populate signature on field
Signer receives completion notice and an email confirmation will be
sent to their inbox with a copy of the signed documents
Using
zipLogix Digital Ink®
Select “Sign with zipLogix Digital Ink®” to begin
signing process
Select C.A.R. Forms to send
for e-sign
Select zipVault® documents
to e-sign
Select signers, make sure their role is
correct
You can also update the address book from
this screen!
Use “Add Party “ button to include additional signers.
Highlight “CC” checkboxes to send all parties the signed
copies of the forms
Form fields are pre-tagged! No more drag and
dropping of signature tags on C.A.R. forms.
For non-C.A.R. forms, tap to drop in tasks.
1
2
1. Select the first party on your list
2. Drag and drop signature or initial
tag on the form fields
Click Send and you’re done!
Signing via
zipLogix Digital Ink®
Signing using zipLogix Digital Ink®
Returning e-sign clients will type in their PIN
New e-sign clients will choose their PIN
Signers can select a Pin Code
(password), choose a font style
and click “On to View/Sign”
Signers can choose to draw
their own signature!
Using DocuSign®
Select Documents
Select Signers
Tag for signature
Click Send and you’re done!
Viewing Signed Documents
Log back to zipForm® Mobile transaction page and select
“Signatures” icon. Choose “View Signed Documents” from the
drop-down menu to check the status of your digital signature
submission
More information
www.car.org/tools/zipForm/zfmobile/
How-To Videos
www.YouTube.com/user/zipLogix
One-on-One Support
www.car.org/tools/zipForm/OneonOne/

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