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How To Use eSign in ERP

[Music] in this training you'll learn how to use a sign in zip forms [Music] esign is a free electronic signature service through zip forms you can use this service to get your offers listing agreements and disclosures electronically sign you can even upload outside disclosures to the system to be electronically signed [Music] once your form is ready to be signed simply click the e sign icon at the top left [Music] select the signing service from the drop-down menu if you don't have a DocuSign account select zip logic digitally once you're finished click the green next icon at the top right now you will want to add which parties would want to sign your document simply click the blue icon to the left a separate box will pop up with the few options for you you can manually input your clients information by clicking on transaction parties once you do so you'll have the opportunity to type your clients email address and select who you'll want to sign you can choose the order of the signing by simply highlighting the contact information and dragging that information to the correct position once finished click the green + next icon at the top right you will be prompted for an optional cyber security you can skip this by clicking on no thanks [Music] one of the best features by using these sign through zip forms is that the system already knows where your client needs to initial and sign on the document you can scroll down the page to see a preview of where your client will initial inside [Music] you can add any additional signatures or initials by dragging the icon on the far left toolbar to the desired location once finished click the green the send icon at the top right now you're almost done simply write in a message and click send [Music] be sure to subscribe to be notified of new training videos to request a training video that you would like to see simply comment below with your request