1. 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 Log in at www.car.org from your Tablet or Smartphone devices!

2. Trainer’s Name Email Contact Information

3. Logging In

4. Use the same credentials you use to log into www.car.org. Make sure to choose “Use C.A.R. credentials” www.car.org

5. Creating a Transaction

6. Tap the “New” icon to create a new transaction

7. Fill out the information and tap “Create” button

8. TIP! You can also apply any existing templates to your transaction

9. Select the library you want (C.A.R. Library)

10. Press the “Add” button to add C.A.R. forms to your transaction Tap each form to add it to your transaction Then tap “View Transaction” to work in the form.

11. Tap “Edit” to fill out the form!

12. Import Data from your MLS with zipForm® MLS-Connect

13. Tap “More”, then tap “Import MLS Listing Data”

14. You will need to have your MLS credentials available 1. Select MLS name 2. Enter MLS User ID 3. Enter MLS Password 4. Select Property type (Commercial, Residential, Vacant Land, etc.) 5. Enter Listing Number of the property 6. Tap“Get” button 7. Check the information, then tap “Import” 15-889299

15. Imported Successfully!

16. Check out your Cover Sheet! All the Property Info has been added!!

17. Highlight and add Notes to Forms

18. Tap the “More” menu to select additional options Highlighter You can highlight the boilerplate of the form. Use your Stylus or finger to drag and position which areas you wish to highlight

19. Adding Notes to your forms Notes Insert additional instructions for clients directly on your form!

21. Sending out via E-mail

22. Tap on “E-mail”

24. Select Contact

26. 3 ways to sign electronically TouchSign™ (via tablet only, signer must be present) zipLogix Digital Ink® (FREE C.A.R. Member Benefit) DocuSign® ( Must purchase, www.DocuSign.com)

27. Using TouchSign ™ Electronic Signatures

28. Select “Sign with TouchSign” to begin signing process

29. Select C.A.R. Forms to send for e-sign Select zipVault® documents to e-sign

30. Select signer and click TouchSign! button to begin signing process

31. Using your tablet – Clients can sign! Create Your Own Signature. Drag and Tap “Place” button to populate signature on field

32. Signer receives completion notice and an email confirmation will be sent to their inbox with a copy of the signed documents

33. Viewing Signed Documents

34. Log back to zipForm® Mobile transaction page and select “Signatures” icon. Choose “View Signed Documents” from the drop-down menu to check the status of your digital signature submission

35. Sending via zipLogix Digital Ink®

36. Select “Sign with zipLogix Digital Ink®” to begin signing process

37. Select C.A.R. Forms to send for e-sign Select zipVault® documents to e-sign

38. Select signers, make sure their role is correct

39. You can also update the address book!

40. Use “Add Party “ button to include additional signers. Highlight “CC” checkboxes to send all parties the signed copies of the forms

41. C.A.R. Forms are pre-tagged! No more drag and dropping of signature tags.

42. 1. Select the first party on your list 2. Drag and drop signature or initial tag on the form fields 1 2

43. Click Send and you’re done!

44. Signing via zipLogix Digital Ink®

45. Start Signing The email to start signing is automatically sent to the first signer. Go Beyond Click to start signing Signer’s Name Signing Contracts

46. 1 1 2 2 Legal consent 1. Read and accept the E-Sign Legal Consent 2. Click Next Go Beyond Signing Contracts

47. 3 3 4 4 Create Your Signature 3. Select your Signing Password 4. Select a signature font OR Draw your own signature 5. Click On to View/Sign Go Beyond Signing Contracts 5 5

48. 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. Go Beyond Signing Contracts Signature Font On to View/Sign

49. 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. Go Beyond Signing Contracts Draw Signature On to View/Sign

50. 6 6 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 Go Beyond Signing Contracts

51. Click to Sign and Initial Go Beyond Signing Contracts 7 7 Previous Progress Next Signed

52. Optional Fields Go Beyond Signing Contracts Optional Check Box 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.

53. Finished Signing Go Beyond Signing Contracts 8 8 Review 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.

54. Signing Complete Go Beyond 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

55. Review Signed Contracts Go Beyond Signing Contracts When reviewing the signed documents, you can download or print the contracts at any time. Download or Print Signature Initials Automatic Date

56. Thank you for Signing eMail Go Beyond Signing Contracts When you have finished signing, you will receive an automatic email which lists the contract(s) that you have signed and provides a link to view or download the contract(s). View Signed Contract(s) Contract Name

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

60. Sending via DocuSign®

62. Select Documents

63. Select Signers

64. Tag for signature

65. Click Send and you’re done!

66. More information www.car.org/tools/zipForm/zfmobile/ How-To Videos www.YouTube.com/user/zipLogix One-on-One Support www.car.org/tools/zipForm/OneonOne/