ziplgix Digi tal Ink Age ent User Guide esign tls built in t zipfrm make it easy t create prfessinal, accurate signing packets fr any real estate transactin file. Send frms fr click-t-sign signatures withut the hassle f new tabs, windws, r pp-ups. With a fully integrated digital signing experience, it is easier than ever t get t the clsing table. ziplgix Digital Ink Integratin Full ziplgix Digital Ink I integratin with zipfrm allws ziplgix Digital Ink users t: Set up the signature packet, including dcuments, signers and signature tags, in three easy steps, withut leaving zipfrm Send fr signing frm zipfrm Plus, zipfrm Mbile Web Editin, r zipfrm 6 Standardd Name signature submissins s that the signature packet is easy t identify in the future View the status f packets sent t ziplgix Digital Ink and updatee signatures packets frm within zipfrm Plus Review submissin recrds fr signatures f individual dcuments Autmatically fills signer cntact infrmatin directly frm the Partiess tab Save r print a cmplete histry f the signature prgress, includingg emails sent t signers (zipvault subscribers) Autmatically receive a flder f signed PDFF dcuments stred in the zipfrm Plus file when signing has been cmpleted by all parties
ziplgix Digital Ink Agent User Guide Table f Cntents Welcme... 2 Getting Started with ziplgix Digital Ink... 3 Enable ziplgix Digital Ink as yur esign tl in zipfrm Plus... 3 Setting up dcuments fr digital signatures... 4 Sending frms and PDFs t be signed frm zipfrm Plus... 4 Step One: Select dcuments t be signed... 5 Step Tw: Select signers... 5 Step Tw (cntinued): Signer Optins... 6 Step Three: Add Signatures... 6 Step Three (Cntinued): Signature task ptins and dcument review... 7 Check Status... 8 Sending PDFs t be signed withut frms frm zipfrm Plus... 9 Prduct Requirements... 12 ziplgix Digital Ink System Requirements... 12 zipfrm Plus Minimum System Requirements:... 12 zipfrm Plus Recmmended System Requirements... 12 Guidelines fr Uplading Files... 13 zipvault... 13 Prduct Supprt Infrmatin... 14 Help Desk:... 14 Website:... 14 Sales:... 14 Mailing Address:... 14 Office Lcatin:... 14 ziplgix Digital Ink Agent User Guide Page 1
Welcme Digital signatures revlutinize the signing experience. They ffer yu a truly paperless electrnicc prcess that can be trusted. Yu can nw sign yur dcuments withut having t print, fax r ship dcuments. Yu and yur clients can cmplete the signing prcess safely and securely withut waiting. Benefits f using digital signatures include: Secure and verifiable signatures Faster and easier t sign Better prtectin f cnfidential infrmatin Fewer mistakes requiring crrectins and additinal wrk Digital signatures permanently secure the dcument s cntent and signer identityy Incrprate PDF frms and dcuments fr a cmplete signing packet zipfrm frms are autmatically set up with areas fr signers t click-t-sign already in place Mre cnvenient n printing, faxing, driving, r waiting fr curiers Instant delivery f PDF dcuments nce signing is cmplete thrugh the CC feature Secure identity verificatin available thrugh independent third-party identificatin Cmplete yur frms in zipfrm, click esign, and send a prfessinal packet f dcuments t any signer. Signers receive an email with a link t click n in rder t start the secure signingg prcess. They can create their signature, click t sign and initial dcuments, and, when signing is cmplete, their signatures are sealed int the dcument. Signed dcuments autmatically cntinue t specified signers, and are deliveredd t yur zipfrm file with the zipvault feature nce dcuments are executed. Figure 1 Signature validatin shws this dcument and signature are riginal and valid Agents can custmize signing packets by adding PDFs; adding areas fr peple t sign,, initial, date, and fill in text r check bxes; and utilizing tls like the CC list, t autmatically deliver signed dcuments, r the Verify ID ptins, t independently cnfirm a signer s identity. Tls, including signing guides, white papers, and hw-t vides, are als available frr agents t help signers understand digital signatures and answer questins abut signature security are available frm /digitalink. ziplgix Digital Ink Agent User Guide Page 2
Getting Started with ziplgix Digital Ink ziplgix Digital Ink can be used t send dcuments fr signing frm zipfrm Plus (Online frms sftware), zipfrm 6 Prfessinal (Desktp frms sftware), r the zipfrm Mbile Web Editin (phne r tablet frms sftware). Enable ziplgix Digital Ink as yur esign tl in zipfrm Plus T enable ziplgix Digital Ink within zipfrm Plus and zipfrm Mbile Web Editin, sign in t yur zipfrm Plus accunt and pen yur zipfrm Plus Prfile. Yu can sign in thrugh any cmputer by visiting www.zipfrmplus.cm, r sign in thrugh yur assciatin r brkerage website. 1 5 6 2 3 4 Enable ziplgix Digital Ink Figure 2 - Enable ziplgix Digital Ink Once yur preferences are saved, yur esign buttn in zipfrm Plus will allw yu t send frms and PDF dcuments fr signing thrugh ziplgix Digital Ink directly frm zipfrm Plus.These changes will be saved as part f yur accunt settings, and will nt change unlesss yu change yur settings again. 1. Click yur Namee in zipfrm Plus 2. Click the Prfile buttn 3. Click Settings 4. Click the selectinn buttn fr ziplgix Digital Ink a. b. If necessary, add signing creditss using the Add Credits buttn. Signgin credits cver as many sets f dcumentss sent fr signatures as yu need fr ne file (the same buyer, seller, agents and prperty address) Signing credits are nt necessaryy in areas with unlimited ziplgix Digital Ink signatures as a member benefit, r fr agents wh have purchased an unlimited signing subscriptin frr $99 per year. 5. Save yur changes 6. Click Clse t return t zipfrm Plus ziplgix Digital Ink Agent User Guide Page 3
Setting up dcumen nts fr digital signatures zipfrm cntracts that are sent fr signatures frm zipfrm Plus, zipfrm Mbile Web Editin, r zipfrm 6 Standard are autmatically set up with mandatry signature and initials highlighted. Sme frms whichh must be filled ut by the signer may als be autmatically set up fr signing. As the agent, yu can select the frms that are ging t be signed, add PDF dcuments t cmplete the signature packet, and set up where signers will click t sign, initial, fill in text r check ff check bxes. Nte: In ziplgix Digital Ink, signerss nly see the frms and dcuments that they are assigned t sign r initial. Yu can add the Acknwledge/Agree task r the Read task t the frm r dcument if yu wuld like a signer t see a dcument withut signing r initialing. Sending frms and PDFs t be signed frm zipfrm Plus 1. Open a zipfrm transactin file in zipfrm Plus 2. Add and cmplete the frms frm the All Frms tab that yu wish t have signed, and add PDFs using the Add Dcumentt buttn, if necessary. Tip: Fill ut signer infrmatin n the Cver Sheet frm r the Parties tab t save names and email addresses, aut-fill crrespnding frms, and set up the list f signers befre sending fr signatures.. 3. Click the esign buttn n the File menu tab, and click the Sign ptin. 1 2 3 Figure 3 - Click esign t start putting tgether a packet f dcuments t be signed ziplgix Digital Ink Agent User Guide Page 4
Step One: Select dcuments t be signed 4. Click the check bx n the t frm r dcument t select the frms and PDFs thatt yu wuld like t send fr signing. Selected zipfrm frms will autmatically have key signature areas marked fr signing in ziplgix Digital Ink. 5. (Optinal) Click Brwse t add a PDF frm yur cmputer t the signing packett 6. Click Next 6 5 4 Figure 4 - Select dcuments (Frms and PDFs) t be signed Step Tw: Select signers 7. Click the check bx nextt t a signer t select the signers, then click Dne Tip: Click and type t fill in r change a signer s name r email address while selecting the signers 7 7 ziplgix Digital Ink Agent User Guide Page 5 Figure 5 Select Signers frm the Transactin Parties
Step Tw (cntinued): Signer Optins 8. Drag and drp t arrange signing rder. Drag ne signer n tpp f the ther t prvide bth signers with the ptin t sign at the same time. 9. (Optinal) Check the CCC List bx if yu wuld like ziplgix Digital Ink t autmatically deliver an email with the final executed dcuments attached as a PDF nce all signers have finished signing 10. (Optinal) Check the Verify ID bx if yu wuld like t cnfirm a signer s identity using independent third party identity verificatin. The identity verificatin asks the signer a series f questins t securely verify their identity befre the signer is able t prceed with signing. Identity verificatin csts $5 per verificatin. 11. Click Next t cntinue 11 8 9 10 Figure 6 Setting custm ptins fr signing parties Step Three: Add Signatures 12. Click and drag signingg tasks (areas where signers will click t sign r initial) frm the tls panel t the cntract. 13. (Optinal) Click and drag t add text r check bxes nce a signer is assigned t sign r initial the cntract. 12 13 Figure 7 Adding signing tasks t the cntracts ziplgix Digital Ink Agent User Guide Page 6
Step Three (Cntinued): Signature task ptins and dcument review 14. (Optinal) Click and drag Ack/Agreee r Read tasks t the pagee fr signers withut signing tasks 15. Use the Dcument List drp-dwn t review all dcuments in the packet and ensure each dcument and each signer has at least ne signing task assigned t it 16. Click the wrench icn abve a signing task in rder t edit ptins, including whether signatures are ptinal r mandatry 17. Click Send 17 16 15 14 Figure 8 Signature task ptins and dcument review 18. Click and type t edit the text and custmize the email message sent t all signers 19. Click Send Nw 18 19 Figure 9 Custmize the invitatin t start signing 20. Yu will be brught t the signature packet s status page. Click Clse t return t zipfrm Plus. 20 Figure 10 Signature packet status page ziplgix Digital Ink Agent User Guide Page 7
Check Status The Check Status feature allws yu t edit r review the status f dcuments that are in the prcess f being signed by ne r mre signers. If signing is nt yet cmplete, dcuments that are in the prcess f being signed can be reviewed using the Check Status feature, lcated under the e-sign buttn inside f the zipfrm Plus file. Check Status 1. Click esign inside a zipfrm Plus transactin 2. Click Check Status 3. Click a Submissin Name t see the 1 list f dcuments sent fr signing n that date 2 4. Click Check Status t pen the ziplgix Digital Ink Status 5. Click E-Mail t email a signer 6. Click View Histry t view r print the 3 4 7. signing histry Click Dwnlad All t dwnlad all files 8. Click Mdify Sumissin t make changes 9. Click Cancel Submissin t cancel this signing package 10.Click Clse t return t zipfrm Plus Figure 12 Check status f signatures 8 9 10 6 5 7 Figure 11 ziplgix Digital Ink Check Status page ziplgix Digital Ink Agent User Guide Page 8
Sending PDFs t be signed withut frms frm zipfrm Plus Yu d nt have t create a transactin inside f zipfrm Plus in rder t send dcuments fr signing. Use the Create Digital Ink buttn n the TRANSACTION page f zipfrm Plus t send a PDF file fr signing withut gingg thrugh a zipfrm Plus transactin. Z 1 Figure 13 Click Create Digital Ink t send a dcument tr dcumentss fr signaturess withut using a zipfrm Plus transactin Send fr signing withut frms 1. 2. 3. Click Create Digital Ink buttn Enter a Name fr this set f dcuments that yu are preparing fr signatures Click Create 2 3 Figure 14 Name the ziplgix Digital Ink file ziplgix Digital Ink Agent User Guide Page 9
7 4 Add dcuments 7. After starting the ziplgix Digital Ink file, click Brwse 8. Select the PDF file frm yur cmputer that yu wuld like t prepare fr signatures 9. Click Open Tip: Click Brwse again t cntinue t add dcuments, as needed 10. Click Next 5 6 Figure 16 Brwse t add dcuments fr signing Add signers 8 9 10 4. Click the bx next t a cntact t add the signer 5. Enter required infrmatin fr the signer Nte: First Name, Last Name, Rle and Email are equired 6. Click Dne Figure 15 Select signing parties ziplgix Digital Ink Agent User Guide Page 10
13 14 12 111 Parties Optins 11. Click and drag t arrange signing parties signing rder 12. (Optinal) Check the CC r Verify ID bxes, if desiredd 13. Click the (+) t add mre signers, r CCC List t add emails t the CCC List (the list f peple wh will be emailed a PDF f all signed dcuments when signing is cmplete) 14. Click Next Figure 17 Select party ptins 17 15 16 Add Signatures 15. Click and drag t add an area fr smene t click t sign r initial 16. (Optinal) Click and drag t add textt r check bxes fr signerss t cmplete, r drag the Acknwledge/ /Agree r Read ptins t the PDF 17. Once yu have marked all signing areas n all dcuments, click Send Figure 18 Add signing tasks t the PDF ziplgix Digital Ink Agent User Guide Page 11
ziplgix Digital Ink System Requirements Prduct Requirem ments Operating System Windws Vista Windws 7 Windws 8 MacOS X v10. 4.11 and abve Web Brwser PDF Viewer Email Micrsft Internet Explrer, versin 9.0 and higher Ggle Chrme, versin 12 and higher. See belw n pening PDFs in Chrme Mzilla Firefx, versin 3.0 and higher. See belw n pening PDFs in Firefx Safari, versin 4.1.3 and higher Opera, versin 8.0 and higher Nte that ther brwser cnfiguratins may wrk, but have nt been specifically tested nr apprved fr use. Fr the best experience viewing and printing digitally signed, electrnicc dcuments, yu must have Adbe Acrbat r Adbe Reader versin 9.1 r higher. Nte that brwser-dependent PDF viewers fr Firefx andd Chrme, as well as Preview n OS X and ios may display the signature but will nt display the tamper-evident seal. Be sure t view dcuments in a cmpliant PDF viewer such as Reader, Acrbat, Nitr Reader, r Fx-It Reader. An email address and accesss t the Internet is required. zipfrm Plus Minimum System Requirements: zipfrm Plus Recmmended System Requirements Windws XP and abve (Windws XP requires Ggle Chrme 26 and abve r Mzilla Firefx 18 and abve) Mac OSX 10. 6 and abve Internet Explrer 9 and abve Mzilla Firefx 18 and abve Safari 5.1.7 and abve Ggle Chrme 26 and abve Minimum Screen Reslutin: 1024x768 2GB RAM PDF viewer that meets current Adbe PDF standards Internet Cnnectin Windws 7 and abve Mac OSX 10.6 and abve Internet Explrer 9 and abve Mzilla Firefx 18 and abve Safari 5.1.7 and abve Ggle Chrme 26 and abve Recmmended Screen Reslutin: 1280x800 and abve 2GBB RAM PDF viewer that meets current Adbe PDF standards Internet Cnnectinn ziplgix Digital Ink Agent User Guide Page 12
Guidelines fr Uplading Files zipvault Allwed File Types:.jpg,.gif,.png,.pdf,.dc,.dcx,.xlt,.xls,.bmp,.txt,.csv,.rtf,.zip,.mp3,.wma,.mpg,.flv,.avi,.jpeg,.mp4,.mp3,.ppt,.pub,.m4a,.mv,.vts,.xzfx,.msg,.pst,.dcm,.dtx,.dtm,.xlsx,.xlsm,.xltx,.xltm,.xlsb,.xlam,.pptx,.pptm,.ptx,.ptm,.ppam,.ppsx,.pps m,.sldx,.sldm,.thmx Allwed File Types fr signing:.pdf Files sent using the email t zipfrm ptin shuld be dcuments. Images are nt accepted due t pssible cnfusin with images in email signatures, backgrund, r ther email cntent. Maximum size: 15.4 MB ziplgix Digital Ink Agent User Guide Page 13
Prduct Supprt Infrmatin Prduct supprt is available frm ur Help Desk t registered zipfrm Plus users between the hurs f 8:00 a.m. and 8:00 p.m. Eastern Time Mnday thrugh Friday. Help Desk: http:/ //supprt.ziplgix.cm Fax Number :: 586-790-7582 Sales: Emaill :: sales@ziplgix.cm Fax Number :: 586-790-7582 Website: www.zipfrm.cm Mailing Address: ziplgix P.O. Bx 130 Fraser, MI 48026 Office Lcatin: 18070 15 Mile Rad Fraser, MI 48026 /digitalink 2014 ziplgix. All Rightss Reserved. 2014-05-28 ziplgix Digital Ink Agent User Guide Page 14