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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Amy’s App of the Week- Slideshark – June 17th

Fins Up!!!! This is for all my PC friends that don’t have a Mac but have an Ipad-that have been waiting for a way to do a true presentation on their Ipad using Powerpoint!!!  I upload my Powerpoint presentation to the Slideshark website. Then I open my Ipad app and tap sync.  Forewarning, it will take a little bit of time to sync the presentations to your Ipad. My notes are there on the slides so I can see. I swipe to move slide ahead or back.  A function that I really like is that I can put a presentation in Dropbox, then open Dropbox on my Ipad. From there, I tap the right upward arrow button (known as the “Open in”) and I can “Open in” the Slideshark app-so in case I forgot to load it to Slideshark.com on my laptop!! I can not wait to play with it more!

 

Happy App Playig!

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Amy’s App of the Week – March 26, 2012- Onlive Desktop

I had played with this app and stopped using b/c of the slow connectivity, but recently went back to it because a dear friend of mine, Tim Kinzler reminded me to try it again. This app for the Ipad only allows me to get Internet Explorer as well as edit Microsoft documents.  This is a HUGE deal for the Real Estate agents like myself that has an MLS that is flash based so it is not accessible on the Ipad.  Since so many of us are on the go with our clients, I can go to the Onlive Desktop ($4.99.month) and access Tempo (MLS) right from my Ipad…. It was wonderfully yesterday when I was sitting at Starbuckswith an elderly couple looking to buy a home in The Woodlands and I just pulled it up on my Ipad for them to view.  Con- sometimes connectivity is slow or won’t connect.

 

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