1. zipLogix Digital Ink® & DocuSign® Which is right for me and why? Amy A. Ulloa zipForm® Product Coordinator amyu@car.org http://www.car.org/tools/zipform/esign/ http://www.car.org/tools/zipform/esign/

2. Agenda Getting started with an account Sending Documents for Signature Going through the Signing Process Other features Templates Mobile Access

3. Which works best for you? Free for C.A.R. Members Unlimited use $240 for new users/1 year subscription Unlimited use

4. Sending to clients for signature Both Integrated with zipForm® Allow for upload of external PDFs Have optional ID verification for a fee (text code or questionnaire) Allow for customization of messaging Let you set signing parties’ roles (same time or sequential) Give you optional signatures, text, checkboxes, read actions Allow for your own signature on tablet devices zipLogix Digital Ink® Lets you change your email associated to your account at any time DocuSign® Has the ability to assign an access code (password)

5. zipLogix® Digital Ink DocuSign®

6. zipLogix® Digital Ink Docusign®

7. zipLogix® Digital Ink DocuSign®

8. zipLogix® Digital Ink DocuSign®

9. zipLogix® Digital InkDocuSign®

10. Signing Process for clients Both Allow you to sign from a tablet Bounce you to the next blank signature Have you commit signatures before completing Email the clients a copy of the completed PDFs Signed copies automatically upload into the zipForm® transaction zipLogix Digital Ink® Holds the audit trail inside of the document DocuSign® Lets you setup a default signature/profile to reuse Gives you setup preferences Gives you a Certificate of Completion

11. zipLogix Digital Ink® Select a style for your signature DocuSign®

12. Draw your own signature with mouse zipLogix Digital Ink® DocuSign®

13. zipLogix Digital Ink® DocuSign® Signing via iPad

14. Other features of note Both Direct integration with zipVault® document storage DocuSign® Templates Reports Nearby Signing (Sign on a tablet) zipForm® Mobile Web Edition featuring TouchSign™ DocuSign®

15. zipLogix Digital Ink® Integrated with zipVault® DocuSign®

16. Sign directly on a tablet with your finger or stylus Sign non-zipForm ® documents via zipVault® Securely stores signed copies in zipVault® Fax or email executed documents

17. zipLogix Digital Ink® DocuSign® Sending for e-sign via zipForm® Mobile

18. zipLogix Digital Ink® DocuSign® Select Documents

19. zipLogix Digital Ink® DocuSign® Select Signers

20. Tag for signature zipLogix Digital Ink® DocuSign®

21. Click Send and you’re done! zipLogix Digital Ink® DocuSign®

22. View signed documents zipLogix Digital Ink® DocuSign®

23. e-sign via with TouchSign

25. DocuSign® App

27. Review We covered zipLogix Digital Ink® - Free from C.A.R. DocuSign ® - $240/year Mobile Versions

28. Sign directly on a tablet with your finger or stylus Sign non-zipForm ® documents via zipVault® Securely stores signed copies in zipVault® Fax or email executed documents $12.95/year zipForm® Mobile Web Edition Order at m.zipformonline.com or under Shop options in your zipForm® account

29. Order DocuSign® from inside zipForm® Plus! How to Order: Login and go to your user profile Go to Setting and click Docusign® Click the Order Now button

30. Thank You! Training Take Away: Choose an esign solution that works for you Practice, Practice, Practice! Check out our Support Files on car.org Sign up for zipForm® Mobile for $12.95 per year