zipforms and dtr presentation 2content.mediastg.net/.../zipforms-and-dtr-presentation2.pdf ·...
TRANSCRIPT
We’ve built a home for your transactions.
Georgia Properties
Access ZipformsLog in https://w24.zipformplus.com
Your User Name – email addressPassword – Temporary password assigned
Update Your Profile1. Click on your name2. Click on View Profile3. Add signature and update information
Access Search for property information from the Realtor Property Resource.
1. Click on the icon to begin.2. Select All Properties3. Type the address of the property4. Click the Yellow Search icon
Property information will display.
1. Click on
2. Click Start a new zipForm® Transaction
3. Click the Go to zipForm® button
Click on the My Forms to open side navigation to view forms.
Template forms will show in a list under My Forms
To add additional Forms Click on the All Forms tab to the right.
Click the down arrow next to the property address to Access Menu Options
Move your forms to DocuSign Transaction Room (DTR) Rest your mouse over the “Send to Other System”
Choose “Send to DocuSign Transaction Rooms”
Click on Create a New DocuSign Transaction Room
Fill in all blank fields
Select the forms to add to DTR and click add documents to transaction room button
DO NOT CLOSE THIS WINDOW
CLICK THE DOCUSIGN LOGO TO GO TO YOUR DTR ACCOUNT
Your documents have been imported from zipForms®
You must now log into your DocuSign Transaction Room Account
Sign into your DocuSign Transaction Rooms with your credentials
Click on the Transaction icon
Select your Transaction from your list
Click on Documents
Select or Add People
Select Create a New Envelope
Completely fill in Envelope Details
Add Documents to envelope
Add Recipents and Routing
Apply Signatures, Dates & any additional fields to all documents. When Complete – click send