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zipForm Mobile Features & Functions

Amy A. UlloazipForm Products Coordinator

CALIFORNIA ASSOCIATION OF REALTORS

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Logging In

Access through www.car.org from your mobile browser

Apple users can download the app from their App Store!

Creating a Transaction

Tap “New” to create a new transaction

Fill out & tap “Create”Tip! You can apply existing templates!

Provide a transaction name 

Tap Create

Select the library you want (C.A.R. Library)

Tap a form to add to transactionTap View Transaction to fill out form

2. Return to Transaction

1. Tap form to add

Tap “Edit” to fill out the form!

Tip! You can switch from “Form Viewer” to “Fast Fill” by tapping “MORE”

Form Viewer Fast Fill

Import Data from your MLS with

zipForm MLS-Connect

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Tap “More”, then tap “Import MLS Listing Data”

Import listing data from your MLS straight into your transaction!

1. Select MLS name

2. Enter MLS User ID

3. Enter MLS Password

4. Select Property type

5. Enter Property Listing Number

6. Tap “Get” button

7. Tap “Import” 

MLSLISTINGS

81514395

Property:  299 Barley Ave, Santa Clara, CA 95051Listing Price: 899000.0Date:  20140914Agent ID:  19555728

Check out your Cover Sheet!

All the Property info

has been imported.

No need to type in data!

Attach Photos to Forms

Add a quick & easy visual reference to forms!

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Tap & drag [Photo] where you want it to appear

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Photo appears at the end of

the form!

Your client will view photo

when you email or e-Sign!

Highlight Text &

Add Sticky Notes on Forms

Tap “More” for additional options

Adding Notes to your forms

Sending out via E-mail

Send forms for review with your sticky notes!

2. Tap on the card to viewyour contacts!

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Select Contact

2 Ways to Sign

C.A.R. Members can always access TouchSign & zipLogix Digital Ink

from their iPads & tablets

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Using TouchSign

Your client signs directly on your iPad or tablet!

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Remember! Signer must be in person!

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TouchSign™

Tap “Sign with TouchSign”

Add your Signers

Tip! Check the box to save them to your zipForm® Address Book!

TouchSign™

Legal ConsentTouchSign™

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Hand over your iPad to the signer, they must agree to the

Legal Consent

Your client will now sign on your device

Tap TouchSign to begin!

Clients can sign!

TouchSign™

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7. Tap on the Pen

8. Tap on the Signature tab ORGenerate a font

9. Tap Select

10. Drag the signature to correct area, then tap Place

Tips! Tap “Clear” to redo the drawing.

Tap “Resize” to adjust the size.

Make sure to go through each tab!

Signer receives completion notice and an email confirmation will be sent to their inbox with a copy of the signed documents

TouchSign™

Using zipLogix Digital Ink

Send from your iPad or tablet for clients to sign!

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Tap “Sign with zipLogix Digital Ink”

zipLogix Digital Ink®

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Signer roleszipLogix Digital Ink®

Tip! Make sure roles are correct! Tap on the signer to edit or remove them

zipLogix Digital Ink®

Review all information, tap “Next Step”

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zipLogix Digital Ink®

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Tip! Form fields are pre-tagged! No more drag and drop for signature tags on C.A.R. forms. For non-C.A.R. forms, tap to drop in tasks.

zipLogix Digital Ink®

Fill out, tap “Send Now” and you’re done!

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Signing via zipLogix Digital Ink

Signers can sign from their phones, computer or iPad/tablet!

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Signer will receive an email and click on URL link

Signing Contracts

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Legal consent1. Read and accept the E-Sign Legal Consent2. Click Next

Signing Contracts

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Create Your Signature3. Select your

Signing Password

4. Select a signature font ORDraw your own signature

5. Click On to View/Sign

Signing Contracts

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Option: Choose a Signature FontSelect 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.

Signing Contracts

Signature Font

On to View/Sign

Option: Draw Your Own SignatureClick the toggle button to choose to draw your own signature. You can draw using a mouse, touchpad, tablet, phone, or stylus.

Signing Contracts

Draw Signature

On to View/Sign

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Ready to Review and Sign6. Click Let me review to read the contract and click to sign as prompted Confident in the contract’s contents? Click Go! to scroll automatically to signature locations

Signing Contracts

Click to Sign and InitialSigning Contracts

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Previous

Progress

Next

Signed

Optional FieldsSigning Contracts

Optional Check Box

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.

Finished SigningSigning Contracts

8Review

8. Click Finish to complete the signing process when promptedNot yet ready to commit to these contracts? Click Stay Here to continue to review the contracts.

Signing CompleteSigning 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

Review Signed Contracts Signing Contracts

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

Download or Print

Signature

Initials

Automatic Date

Thank you for Signing emailSigning 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).

View Signed Contract(s)

Contract Name

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)

Viewing Signed Documents

View signed documents in your email or in zipForm Mobile®

View signed documents in your email or in zipForm Mobile

Tip! Fax or email documents from zipForm Mobile!

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Thank You!

zipForm Plus: Tips For Every REALTOR

at 1:45 P.M.

Got Questions? Visit C.A.R. Booth #322

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