Trainer in Social Media &
Real Estate
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Zipforms to Docusign on your Ipad using Box.com

Ways to get your contracts signed when your client is not with you and your have your Ipad with you but not your laptop.

In this simple step-by-step process, you will be able to do just that.  Buy the Zipforms mobile edition (check with your Associations b/c they may have a discount) – This must be done first  from a PC/laptop previous to using on your Ipad.

Then create account on Box.com. Then click on +NEW, New Folder, type in name of Folder (ie: Offers or Contracts). Click on Keep  Private for Now, click on Okay. Now you must create an email address related to that folder so you can email upload documents to it. So click on the folder you just created. On the right hand side it will say Folder Options. Click on the drop down arrow on Folder Options, hover your mouse over the Upload to this Folder. You will see some options come up. Click on the one that says Email Files to this Folder. Then under the Email Options tab, click on the box that says Allow uploads to this folder via Email.Once you click on that, an email address will auto-populate below. Copy that email address into your Evernote notebook or as a contact in Zipforms. The email address will look something similiar to this –[email protected]

Now we are ready to send a Contract

1. Go to your Zipforms mobile site that you bookmarked (m.zipformonline.com) or go to the Zipform App on your Ipad.

2. Type up your contract on Zipforms on your Ipad.

3. Email to your Box.net folder as a PDF. ([email protected]– This is mine so please do not email to it, showing as an example only)

4.  Go to Docusign on your Ipad

5. Then Tap on New Envelope

6. Tap on Box Docs

7. Tap Folder it would have been emailed to

8. Then tap on the form you need to have signed

9. Tap Next, then fill in Email subject, Email message

10. Then tap Tag Document

11. Tap orange box saying Add Recipient

12. Tap Signer

13. Type in Name, Email address

14. On the right hand side, Tap signature or initial (whatever is appopriate). Then tap on the document where you need them to sign- It is not a drag and drop to do this. Then tap to move the signature in the correct place.

15. When complete, tap Send Now

 

Happy Signing

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Holy Monkey- Zipforms to Docusign- Rocks my world!

Are you struggling on your Ipad to type a listing and then get it to Docusign??? You just have given up hope!! Sound familiar? As a REALTOR in The Woodlands, Texas selling homes on the go is a absolute must with our hot real estate market.

Here are step by step instructions to type up your contract on  Zipforms on your Ipad and then send it to Docusign so you can have your client sign it by either clicking with their mouse or tapping with their finger.

First part is to start with purchasing the mobile version of Zipforms-

1. You must have the moible version of Zipforms that you have had to purchase from zipformsonline.com under the Shopping cart.

2. Then go to m.zipformonline.com on your Ipad. (make sure you Book mark it on your Ipad)

Second part is to go to Box.com

1. You need to set up a box.com account

2. Create a folder that you will want to send contracts to- (Mine is Contracts)

3. Then you will go to Folder Options, click on Upload to this Folder, then click Email Files to this folder.

4. Copy the URL and save it in your Evernote.com account.

Third part is back to Zipforms -Now go to your Ipad and open up Safarai, then tap on your Bookmark, then tap on the saved m.zipformonline.com site

Type your contract in Zipforms. When you are complete, then tap eamil. In the to box, you will need that folder email address that you saved in Evernote. So tap your home button on your Ipad & open up Evernote application. Find the saved note that you saved the Box.net upload url in. Then copy the url, tap home button on Ipad and tap on Safari.  Go to the Zipforms tab that you already had opened. Then in the email box, tap and hold till the Paste option comes up. Then tap Paste.  Then tap send email.

Last step before you will be doing the Happy Dance. Now go to Docusign app.  Tap on New Envelope, tap on Box Docs, Tap on the folder you named in the box.net account (mine is Contracts). Then tap on the contract, tap on next, then type in subject and email message. Then tap Tag Document. Then Tap Add Recipient. Tap Signer. Type in client information.  Tap Add. Now on the right hand side tap on the appropriate option (Signature or Intiail). Now tap on the screen where you need the signature.  Then tap Send Now in the right hand side.

Tada!!!!  That is how you rock as a Digital Agent!

 

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