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Cc e-sign arrangement

Hi there and welcome to this video on Transactions (zipForm Edition). Today we’ll be going over how to create an e-Signature Packet using Digital Ink 2.0 (powered by Authentisign). Let’s go ahead and get started! Before we get into creating an e-Signature packet, there are two things we recommend you set up prior to starting. First, we recommend having all your participants set up in the “Parties” tab of the transaction. This will make things easier while going through the process of setting up the packet. Second, we recommend creating a folder for signed documents. The reason for this will become more apparent when we go through the process of creating the e-Signature packet. Click on “Add Folder”, then name the folder. To begin creating our e-Signature packet for our transaction, we’ll need to go to the “E-Sign” tab, then click on “New”. The e-Signature packet creation process is broken down into three simple steps: Add Forms, Add Parties, and Add Signatures. The process will start by asking what documents you need to include in the packet. We’re going to select a Form and a PDF to show how the process is different for each type of document. Once you have chosen all the documents you need signed, click on “Close”. Now that we’ve chosen what documents we’re sending, we can give the packet a name to give our client context as to what they are signing. Next, we have an option to select a signing service. You can select from the option available on your account by clicking on the drop down menu. For today’s demonstration, we’re going to leave it on Digital Ink 2.0. Now we have the option to have the documents return to a specific folder once completed. This is the reason why we mentioned earlier about creating a “Signed Documents” Folder. Simply click on the link, then select the folder you want the signed documents to return to. It should be noted that this is entirely optional; you can just leave this area if you want. This link here is the same as the pop up screen from when you first entered the e-Signature screen, and simply allows you to add more documents. For Step 1, we’ve given our e-Signature packet a name, we’ve decided which e-Signature solution we want to use, we’ve chosen a return folder, and we’ve selected our documents to sign. Let’s go ahead and click “Next” to move on to Step 2. Step 2 begins with a pop up screen asking who you would like to add as signers. By default, it will open up the Transaction Parties; this is why we mentioned earlier it was important to prep the parties of your transactions in advance to make this step easier. You can add from other areas such as your zipForm contacts or other contacts lists. In this scenario, we’re going to add “Bobby Buyer” and “Salley Seller” as signers. You’ll notice that in this screen that the required fields are...