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Set forth signed template

hello today i am going to go over how to create a transaction in zip forms how to add the forms um or a template how to edit those documents when you can't edit them and finally setting them up for e-signatures to send them to your clients so we're going to get started right away and you'll see on not the main navigation but the navigation below that you have new here whenever you sign in to zip forms it'll automatically be on transactions so you can just go to start a new one here and i'm going to do a listing and you can call your listings either i recommend either by your client's name or the property address like it says there but whichever one you're going to remember when you're talking to mary about your properties she's going to remember them based on the address but more than likely if it were me i would remember based on my client's name so i am going to call it by name um and then this is residential so i have already set up a template that automatically applies whenever i click on residential and listing to do my seller template that's going to have all the documents and how to create those is in a separate video if you did not automatically apply that you will find all your templates here so you could click on it here or you can add each of the forms later and i will show you how to do that in just a minute so we're going to click save and that's going to open up our transaction so this is your sort of summary or dashboard most of what you're going to do in here is actually in the documents area so we're going to go to documents if you didn't have a template this is going to be completely blank um if you did have a template it's going to load with everything from your template so for this transaction i don't have propane so i'm going to delete this one yes i'm sure i want to delete it um let's say it's in an hoa but it isn't in a flood zone so i'm going to delete the flood zone so from here you're really going to customize things and there's no intermediary relationship so i'm going to delete that one too but i have my iabs in here yours is probably going to be a pdf like this because it's going to be the one that has your information that i sent to you but remember whenever you add a pdf you can't edit it so each of these things you click in to edit so you're going to add your client's name and then it's going to auto-populate on each of these lines so i set my client as curtis retice and when i put his name there now it's auto populating and all the spots that legally it needs to be you can do the printed name here and then save and you'll see here you can also e-sign from here i do not recommend you signing from here unless you just need a single document when you click on that it's going to set up an e-signature for only the document that you're in instead of being able to send all the documents to your clients to sign at one time so in order to make things a little easier on them i recommend editing each of these with everything you need saving each one and once you have all of them edited you can you're ready to set up for an e-sign now let's say you didn't have a template so when you came in here all of this wasn't here you can go to all forms when you're in documents and you can search within the form libraries there are several of them on here curtis says the only one that you are going to need to use is the txr so while you're within here you can see these are all the things that i have already applied but you can search for each of the documents that you need to add just remember that this search is not um it's not very intuitive so it's uh it doesn't pick out keywords from inside the document and if you do not type it exactly correct it will not pick up what you're asking it for so less is more so um for instance if it's buyer there's an s on the end but you do this that document isn't going to show up for you because they didn't have that so just buyer is going to show you everything with buyer in it so less is more you just click on something to add it and you'll see it'll pop up over here oh sorry we're gonna delete that because we don't need it so once we have everything in here and it's all filled out we are good to go when you are adding pdfs instead of going to the library you'll go to add a doc and you can add them from your computer from anywhere if you have them just on your desktop you can also drag and drop it's really easy but only pdfs can be added here so they need to be edited before you put them here if you do not have a pdf creator on your computer google docs will let you save anything as a pdf so that you can put it in here once everything's in here it's all edited it's set up and ready to go for signatures when you're in this screen the document screen you're going to go to e-sign on this navigation bar on the far left and we're going to do a new e-sign packet so you can pick and choose what goes in here but for this purpose we want everything to get signed at once so our clients only have to do it one time hopefully um and all the documents are going to be there you're going to rename your packet so i'm going to name it um contract and you're just going to want to name it something that your clients will recognize also helps when you spell things correctly okay and then you're gonna click next here's where you add signers so a couple of things when you add someone to one of these these things are going to auto populate um based on what the form says for every thing that you add here it's a different signer so it sends a different email for those signatures so you don't want to add your client as every single one of these you're going to want to pick one and you can apply their signature to every space they need it when you get to that part so i let's say i'm the agent and it's seller one is actually client chris okay and then i hit close right oh no signers so you also have to check in the check box exactly you know what you want things to be if you need to sign you would click for yourself so from here you have your signers you double check the email addresses are right and you can also choose what order things get sent in they can get sent to everybody at the same time one person can get them first whatever you need for your particular transaction so from here we're going to start assigning signatures it will tell you that past this point if you realize you need to change a document or you need to add it it becomes difficult for zip forms to allow that you can technically do it but a lot of times it'll glitch out your packet so if you move past this point and you've assigned signatures and you need to change something that we have already done you should start a new packet just so that you don't have to deal with going back and forth with your client if something glitches out and it won't accept their signature because that is really the only time that i've had major issues with anything in zip forms so we're going to click next so that we can go to i always click no thanks here if you want the extra protection obviously you can do that but we're going to go to next and we are going to assign our signatures so it's taking a while presumably because there are so many forms but when the page finally builds it's going to have all the forms we selected and multiple ways to add signatures to them there are signatures there's initials there's text boxes you can see all of that over here on the left hand side now this first drop down is how you'll toggle between people and this drop down is all the forms you can select forms this way but you do not have to as you're scrolling through the next form will auto populate so when you scroll down and we're going to find the first place that we need to sign here it is so you can see i was the agent and he was the first buyer so it has auto populated where we should sign here but here it hasn't right so here we need my initials and his initials and let's say we need him to fill in this text here because we didn't know it at the time so the only way you can do a text box is attached to either initial or signature the text box will have to be filled in in the order that you put them in so i do not recommend putting them backwards up the page because then your client will be asked to fill things in from the bottom up instead of the top down so i always go to the top and fill in my text boxes from the top down when you select a text box it's automatically going to be marked to mandatory you can change these however what i like to do is tell people that if it doesn't apply to them to put in a that way i am for sure that they had to look at each and every spot and nothing gets missed as they're going through and doing their signatures or filling in their information i also prefer to do text boxes for the initials or signatures that comes next that come next so the reason being is this initial will not be accepted until all the text boxes are filled in so if they get to right here and they click to do the initial it's not going to let them if there's a text box on this page that coincides with this initial so i would move on to the next initial and then do a text box on the and do all the text boxes on this page or check boxes they all have to be assigned to one now curtis prefers to go through all the documents on one signer and then go all the documents again on another signer i prefer to toggle back and forth between the signers it's whatever keeps you organized and the best way for you to do it once you've gone through all of them and set everything up you're going to click save and click ok and then you're going to send this document oh i have to put one on each thing at least so in order to just show you what we've got there's one on here here i believe okay and there's one on this one obviously this is not how you would do it but just for the sake of moving on we're going to set one to each that way you can see what to do moving forward okay so now we should be able to click send everything has at least one and this is how it's going to pop up so here it's going to be titled what you titled the packet and it's going to have filled in this auto message for you you write in whatever message we sign blah blah blah and then you click send until you click send and this email is successfully sent this package is not started so um if you go back you won't have it won't say that it started and your clients will not have gotten it so when you click send here it's gonna have sent to me and curtis it's going to pop up and tell you that it was successfully started and it's going to look completely different when it loads so now from here you can see all the documents and things like that modify cancel and close so i'm going to close this to show you how to go back into it so when you're in your transactions if you need to check on it and see if they've opened it you cannot see if they've opened the email but you can see if they clicked on the link so you would go to documents and to e-sign again and you'll see your packets here all of them this one's in progress because we started it so we'll click on it and see here it says pending so if they had clicked on the link and they had not completed the paperwork this would change i believe to verified and then when it's completed it'll say completed you can from here go into the packet and you can view the documents you can download them or email the signers when you go to email the signers it'll ask you if you want to include the link usually you would because typically when you're emailing a signer it's to remind them to sign from here you can also go to modify cancel and close if you are going to modify things that's where things get a little tricky and the modification feature does not always work correctly so i would say just be careful doing that and try to take your time so that when you send it the first time they get everything that they need if for some reason this is no longer a deal or there's a mistake in it or it isn't working properly that's when you could cancel and the packet will now just show up as cancelled here and you can create a new one or do whatever else you need to do if you have any questions i know that's a lot of information please feel free to reach out to me my email is crystal c-r-y-s-t-a-l at skyrealty.com have a great day