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Add suit template signatory

hello everybody welcome to today's webinar or the same thing i should say thanks for joining me this evening uh hello there bridget name twin yes thanks for joining me and everybody else there thank you for joining me this evening for this wonderful webinar on zip form now as you can see i've got up on the screen here my slide we have some user experience updates and i know that today is january but december 17 is when these particular updates started rolling out so you may have been seeing some of these as you go through your zip form experience and if not we're going to touch on them real quick just before we jump into the basics of zip form plus in ziplogix digital ink 2.0 let's get started so first of all there are some navigation improvements that i want to go over so as you can see there at the top of the image on the screen there and you will see it as we go through again we're just touching on this really quick right here first before we jump into the program when we get to the program you'll be able to see them a little more uh late out there as we go through the process but first here as you can see the arrow that i've got pointing there is right over the forms library so the farmer's library has moved and it is not on the right side of the screen anymore it is now there in the middle there for you i think this is a fantastic improvement so you're able to access your forms quickly outside of transactions because you had to go inside a transaction to access the forum library to get your forms but i don't have to do that you can access the forms library from outside of a transaction fantastic improvement thank you zip form next moving on here is the e-sign tabs now you don't have to navigate through as many places in order to sign your documents you had to go into the transaction and and if you remember there was the um uh squares off to the side of the screen where you could click on the pen to start the signing process you have to do worry about that it's right up there now for you so it's moved again great new update thank you zip form so now there's also some visual clutter reduction and i like this one a lot this works really well so here now as you can see i've got a red bar there and it's blank i know but i want to draw your attention to it so you're looking at it right now also i have the arrow on the side of the screen they're pointing to the cute little check boxes they're now included inside each one of the documents now watch what happens when you start clicking off any of those check boxes they turn green and check that out now all of those toolbars appear so you're not so confused you don't have anything there that's going to be in your way where you can't find how to get to things or do things so that toolbar there only appears when you start checking off the check boxes great improvement thank you zip form and also last but not least they have an approved version of the existing transaction summary which will be um the fields you don't have to have the little pencil to check off to highlight the fields to edit them they're just typable typable is that a word uh right inside you have to worry about clicking any kind of edit button to get in them so they're right there for you you can edit them as you go through it but as we go through the process too and those of you that have attended this webinar before will know that i like my set it and forget it features so we're going to see how the transaction cover sheet is going to save you so much time and in filling out this transaction summary here in front of you that you see on my screen transaction summary document is going to fill this in for you as it is so now that we've gone through that let's jump in to zip form plus bring up my okay now as we go about today's webinar if you have any questions please put them into the chat box as i'm showing my screen i can't see the chat box but if you have a question put in there so you don't forget it i will pop back and forth uh to as i go through each section and see if anybody has any questions and answer them as we go along okay so we are at zipformplus.com that's where we went to get to here zipformplus.com as you can see here's that forms library it used to say dashboard transaction step but now we have the forms library right there for you and i'm not even in a transaction yet so again a really great update that zip form has for us putting the forms library outside of transactions but as you can see i've got a transaction there but we're going to make a new one and i'm going to hit that new button right underneath the word forms now that is where the new button is to start a new transaction select your type and for my training purposes today i'm going to do a new purchase or offer and then we want to put in our property address love autofill and you also want to pick your category again for training purposes today i'm just going to pick residential and i'm also going to select a template templates have not gone away and of course now don't forget templates are optional templates are not something you have to do just want to point that out templates are optional i think templates are a great place to start is it going to contain every single form you need not necessarily again these templates are a place to start we're hoping it's going to help you complete the transaction but you may have to go into your forms library to get other documents or other forms that you need if they're not in the templates so yes i've had that question come up before the templates may not contain all the documents they need they may contain other documents you don't even need either way we have created them for you just to get you a starting point so for here i'm going to select my residential sales packet because i'm in new jersey if you're in pennsylvania you want to select your pennsylvania documents and then when i hit save i'm going to have that template that is applied to my transaction and of course as we know a template is a folder a template houses documents and since they are in succession there on your screen you start with a transaction and you apply a template so we start with a transaction we apply a template okay so now as you can see here we are in that brand new summary screen here transaction summary screen this is one of the new and improved which i thoroughly enjoy that this has gone by this now uh this is a really great really great i don't know really great i have no other words for it but as you can see here too want to bring your attention to the side of the screen if you have a signature packet in progress that relates to this transaction you'll see it here in the upper right of the screen we will start a signature packet so we're going to go and see how this works right on the side of the screen here as well but again all these boxes are blank and we normally would have a little pencil in the upper corner here to edit these boxes we don't have that anymore now we can just start typing in whatever it is that we need without having to hit an edit box i'm going to come back up here to my documents and since i applied a template to the transaction these are the documents included in this template the forms library here it is it's on the right side of the screen accessible for you this is what happens when you are inside of the transaction yes there was the forms that we saw in the navy blue bar before we entered a transaction so it's two places now for you which i think is a fantastic update forms can be accessed accessible outside of the transaction and here on the right side of the screen inside of the transaction two places not just one great update now again i want to show you how those check boxes work so right over here it is blank but as soon as i start clicking off a checkbox ah look at that those wonderful icons have appeared if i need to use them i certainly can but if i have nothing selected and there they go so right now we're going to start with the transaction cover sheet and we are going to go through this basics step by step now again this is just the basics if you want to go further go deeper we certainly can happy to create a one-on-one appointment with you to go through that but again this is just the basics and if you have any questions as we go about please drop them into the chat box so let's start here with the transaction cover sheet which is the place that you want to populate with the most information it's going to transfer over to every other document that you have here saving you so much time however because we are the good agents that we are we're still going to go through the other documents and make sure the information has come to the correct spot but transaction cover sheet is where we start no changes here everything here is still as you see and again my old eyes everything looks so tiny to me how do i fill this out goodness gracious i'm gonna hit that fast fill button and magic things are separated out for me yes i know that my green spacers for headings there have disappeared but things are so much nicer and spaced out for me to go through it should i choose that things are a little bit too crouched together and if i hit viewer again i come back to my green headings should i want to view it that way so we'll start with buyer one and i'll give bob buyer an address look at that auto population i love how that works but i also need to give bob an email address i'm just gonna put mine in there for now training purposes only if you have a buy or two you want to put that in there buyer three seller one and sue's address yes i know i'm putting in the same address but i also want to show you how well that the address verification works uh when it comes up as well so as you can see populated in the information for me because it is a real address i'm not using a fake one okay seller is in there i have a place for seller two seller three selling broker listing broker property information again i know i'm using the same one but still it still works just so you can get the gist of what's going on here but again there are a lot of boxes to fill in and let me tell you the more you can put in here the more successful you're going to be in getting all the information popping it over to all the other documents that are within this transaction so we're going to pretend that i have gone through and filled out every tiny little box possible and now that i'm done before i go anywhere i have to hit the save button hit that save button because without it all of the hours of work that i just put in would have been lost but i saved it so we're good to go so i want to go back and check and make sure that things have gone into the other documents i'm going to hit the green that turns gray the green that turns gray back button that is directly above the east side button yeah i know it says e-sign we're not going there just yet we're going to hit the back button first and go back here to the documents these are all the documents that i have here now i want to check out what did the transaction cover sheet populate to click on this one let's see what happens shall we i don't know why it starts down there it's so odd but let's go through here let's scroll oh hey there's sue there's bob look at that it came in exactly as i needed it oh there's the address they all came in very nicely my brace because now if you remember i didn't put this number in on my transaction cover sheet i put that in in the summary before i got to the documents that was in the main tab ah look how that works but as we can see here well we can just pretend that everything's all put in very nice but it did populate over it came in just as i needed it to come over to the document so we're going to pretend again i'm using the back button here the green one that turns gray inside of the program so we're going to pretend that everything has splitted over i have checked it over it looks all well and good i am ready to go sign these documents but before i do that i like to be organized like to be organized raise your hand one two three okay i like to be organized and i want to add a folder for my returned signed documents look at that hit my ok it tells me it's been created but where did it go ah here it is right at the bottom now i'm ready to sign okay let's come back up to the top now so i have that e-sign button over here on the left side of the screen directly under the words back to list and i'm going to click that to start the signing process click that there we go look at that it even showed me here here is my e sign that now appears because i am going to be starting the e-sign process so the instructions here say to click new to send documents for signature click on well we don't have existing so the new button is directly under the words back to list we're going to click on new to send documents or signature now trust me on this one you only want to send documents that need a signature you can send all four million things that you have included but do your clients need the transaction cover do they really need that are you sure yeah okay well you know i'm gonna pick the ones that actually need a signature so this needs a signature and that needs a signature and that's all that i need if you need something that is not within zip form perhaps you have something outside of zip form that you're going to manually add a signature line to what you're going to do here is hit the add external document button and you can search for where it is located on your computer maybe it's in your google drive but you can click that there and easily add in a document maybe you have a pdf and the pdf needs a signature you can add it in here and add the signature line in manually i'm going to show you how to do that so i've got my documents that i need and i hit that close button here are the documents i'm going to give my packet a name because you know some of your packet ones just kind of boring so spell correctly i've got my signing service here digital ink 2.0 because that is what we are working with if you should have something else selected there it's all well and good however we are going over 2.0 if you use docusign not gonna work for you over here if you're using digital ink 1.0 i highly suggest you switch over to 2.0 1.0 is going away but i've got my things here and i'm going to move on to the next in the upper right corner now that i have oh did you see that i forgot something so i created myself a signed documents folder i'm going to choose that folder here's my signed documents folder i hit the done button hey [Applause] my optional folder because i like to be organized there it is okay now i'm ready to move on let's hit that next button in the upper right corner the green next button moving on to the next step now we see here i have my bob buyer sue seller please do make sure that as you're going through everybody has a first name a last name a role and an email address the email address can be the same yeah i know in the past it hasn't worked that way but it's broken better now with the same email uh-huh but if you also notice too the little red asterisk here is under those four particular things that i just mentioned first name last name role email that must be filled in if they are not filled in what you can easily do is click right underneath a box will appear and you can fill that out no problem checked off who i need i'm going to hit the close button at the bottom and here they are bob and sue ready to go and sign there's a signing order what on earth does that mean signing order who cares well actually right now this tells me that bob is going to sign first and we're gonna wait we wait a day we wait a month okay susan's gotta wait i'm still waiting for bob we're still waiting sue's quick now soon i've done it lickety-split she's good you know sometimes it takes a little while i'm gonna switch them both to a number one do they have to be in the same place the same time absolutely not it's just a matter of sending the email and sue happens to receive it 2.5 seconds before bob does she can start signing she doesn't have to wait maybe there's a reason why we want bob to sign first maybe there's a reason why you want suit assign first and you want all that to be done before the next person signs then you want to make sure to change your signing order to be appropriate yeah make sense okay so i'm now going to move on to the next step in the upper right corner i'm going to hit next oh one thing i want to point out before i hit next though just to make sure time zone make sure it's the correct time zone we don't want to have our date and time stamp be in a different time zone that we're not in uh you know legal stuff yeah you know now i'm going to hit next so now we are moving on here now i have to share a different tab because things do open up in a separate tab now that is definitely one of the improvements updates i don't know that zip form now has is where they open up your signing process in a new window good bridget i'm glad we're good so far thank you i appreciate that okay but here we are now we are in the signing process and we can scroll through and we can see where bob as i see here in the upper right corner bob is selected so i can see oh look at that there's a place for bob to sign and there's a month date year stamp for him fantastic i didn't have to do anything it's already there for me but now here is my lead in your home brochure book now as we know this is just a brochure a brochure doesn't necessarily have a place for a sign up a place to sign or initials or something of that nature i'm gonna have to add that in so i'm gonna find a blank spot over here and i'm going to drag and drop and put some places to sign over here so here i'm going to open up my drag and drop menu as it says on the right hand side here we have an optional signature we have a mandatory signature same thing for initials we have an optional initial we have a mandatory initial i'm going to take my sign here here is bob fantastic but i also want a date and a time stamp to go with it and if i hit the cute little gear that's underneath i can add a date stamp and if i hit that cute little gear again i can add a time stamp hey pretty cool huh okay now i want to add a place for sue to sign so there's two ways this can happen if bob is selected i can hit my drag and drop take my sign here put that here but it's still bob it's not sue well we go to that cute little gear again and i can change my signer i can change it to everything or just what i have done and i can select sue i hit continue and now it's sue or i can go up to the top here where it says bob and i can select sue and i can come to my drag and drop here take my sign uh as you can see there is sue so it works either way and it still works i hit the gear add a date stamp and hit the gear at a timestamp it's a little squished because i didn't leave enough space that's my problem okay but as you can see they are easily draggable and droppable to wherever you want to put them look at that that works gone are the days of the system telling us you don't have an action for people nah it's cool doesn't matter anymore yeah i love it it's fantastic so now i'm going to hit the next button here because i've got all of my signatures and my initials and my timestamps and my date stamps and i am ready to send the invitation for a signature so now i can customize the invitation maybe i want to put some other text in there whatever you know if i want to i can change a subject change the message now it does say so i'm going to advise against changing the subject because the subject line does include that it is an action to sign so i advise against changing the subject line adding another message for yourself adding something else in to personalize it yes definitely you can you don't have to it is completely optional but again i advise against changing the subject line and if you type in something in the subject line here it will change the subject line i advise against that because it does come in to your client already stating in the subject line what it is they're going to have to sign so i'm not going to do that i'm going to hit my close button because i like it just the way it is and all i have to do is hit the send invitation it is going to finalize it's going to think for a minute and i'm good to go so now i'm going to jump back over to the other screen because i do want to show you what happens on the other side there this one here it is here is my created signing packet if i come back over to my summary look at that it now has my signature in progress if you remember before it didn't say anything because i have something in progress it also tells me zero to sign is complete so that means when everybody signed it it will say two of two completed or one of two completed if only one person has done it if you also glance over to the right here you can see that my information is populated in from my transaction cover sheet as well so a lot of things a lot of good improvements that zip form has made for us here so again if there are any questions love to answer them or at least try to answer them for you um so this is zip form in a nutshell this is the basics and we also went through those feature updates there which i think are really going to help us in the process here as we move through the zip form signing service so that is it for today i do hope you learned a little bit more about ziplogix digital inc 2.0 signing service within the transactions zip form edition if you have any questions you can feel free to drop them into the chat box but that is also my email and that is my phone number so if you want to reach out at any time happy to walk through with you also if you need a little help if you're going across for your first time or your next time happy to help so no problem bridget thank you bridget and gregory for attending everybody else also thanks for attending i appreciate you joining me today and i hope you got a little bit more for your zip form adventure thanks so much everyone until next time