® zipForm Mobile Features & Functions Amy A. Ulloa zipForm Products Coordinator CALIFORNIA ASSOCIATION OF REALTORS ® ®

Logging In

Access through from your mobile browserwww.car.org

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 transaction Tap 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 ®

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 Property: 299 Barley Ave, Santa Clara, CA Listing Price: Date: Agent ID:

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!

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

5 Photo appears at the end of the form! Your client will view photo when you or e-Sign!

Highlight Text & Add Sticky Notes on Forms

Tap “More” for additional options

Adding Notes to your forms

Sending out via

Send forms for review with your sticky notes! 2. Tap on the card to view your contacts! 1 3

Select Contact

2 Ways to Sign C.A.R. Members can always access TouchSign & zipLogix Digital Ink from their iPads & tablets ™ ®

Using TouchSign Your client signs directly on your iPad or tablet! ™

Remember! Signer must be in person! TouchSign™ Tap “Sign with TouchSign”

Add your Signers Tip! Check the box to save them to your zipForm® Address Book! TouchSign™

Legal Consent TouchSign™ ™ 5 6 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™ Tap on the Pen 8. Tap on the Signature tab OR Generate 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 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! ®

Tap “Sign with zipLogix Digital Ink” zipLogix Digital Ink® 1 2 3

Signer roles zipLogix 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” 5

zipLogix Digital Ink® 6 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! 7

Signing via zipLogix Digital Ink Signers can sign from their phones, computer or iPad/tablet! ®

Signer will receive an and click on URL link Signing Contracts 1

Legal consent 1.Read and accept the E-Sign Legal Consent 2.Click Next Signing Contracts

Create Your Signature 3.Select your Signing Password 4.Select a signature font OR Draw your own signature 5.Click On to View/Sign Signing Contracts 5 5

Option: Choose a Signature Font Select 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

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

Ready to Review and Sign 6.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 Initial Signing Contracts

Optional Fields Signing Contracts 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 Signing Signing Contracts 8.Click Finish to complete the signing process when prompted Not yet ready to commit to these contracts? Click Stay Here to continue to review the contracts.

Signing Complete Signing 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 Signing Contracts When you have finished signing, you will receive an automatic which lists the contract(s) that you have signed and provides a link to view or download the contract(s).

CC List Signers or outside parties added to the CC List receive an with signed documents attached as PDFs, once all signing is completed. Signed Contract(s)

Viewing Signed Documents

View signed documents in your or in zipForm Mobile ®

Tip! Fax or documents from zipForm Mobile! ® ®

Thank You! zipForm Plus: Tips For Every REALTOR at 1:45 P.M. Got Questions? Visit C.A.R. Booth #322 ® ®