ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf ·...

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We’ve built a home for your transactions. Georgia Properties

Transcript of ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf ·...

Page 1: ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf · 2016-10-31 · Click on Create a New DocuSign Transaction Room Fill in all blank fields

We’ve built a home for your transactions.

Georgia Properties

Page 2: ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf · 2016-10-31 · Click on Create a New DocuSign Transaction Room Fill in all blank fields

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

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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

Page 4: ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf · 2016-10-31 · Click on Create a New DocuSign Transaction Room Fill in all blank fields

Property information will display.

1. Click on

2. Click Start a new zipForm® Transaction

3. Click the Go to zipForm® button

Page 5: ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf · 2016-10-31 · Click on Create a New DocuSign Transaction Room Fill in all blank fields

Click on the My Forms to open side navigation to view forms.

Page 6: ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf · 2016-10-31 · Click on Create a New DocuSign Transaction Room Fill in all blank fields

Template forms will show in a list under My Forms

To add additional Forms Click on the All Forms tab to the right.

Page 7: ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf · 2016-10-31 · Click on Create a New DocuSign Transaction Room Fill in all blank fields

Click the down arrow next to the property address to Access Menu Options

Page 8: ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf · 2016-10-31 · Click on Create a New DocuSign Transaction Room Fill in all blank fields

Move your forms to DocuSign Transaction Room (DTR) Rest your mouse over the “Send to Other System”

Choose “Send to DocuSign Transaction Rooms”

Page 9: ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf · 2016-10-31 · Click on Create a New DocuSign Transaction Room Fill in all blank fields

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

Page 10: ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf · 2016-10-31 · Click on Create a New DocuSign Transaction Room Fill in all blank fields

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

Page 11: ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf · 2016-10-31 · Click on Create a New DocuSign Transaction Room Fill in all blank fields

Sign into your DocuSign Transaction Rooms with your credentials

Page 12: ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf · 2016-10-31 · Click on Create a New DocuSign Transaction Room Fill in all blank fields

Click on the Transaction icon

Page 13: ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf · 2016-10-31 · Click on Create a New DocuSign Transaction Room Fill in all blank fields

Select your Transaction from your list

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Click on Documents

Page 15: ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf · 2016-10-31 · Click on Create a New DocuSign Transaction Room Fill in all blank fields
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Select or Add People

Page 17: ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf · 2016-10-31 · Click on Create a New DocuSign Transaction Room Fill in all blank fields

Select Create a New Envelope

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Completely fill in Envelope Details

Add Documents to envelope

Add Recipents and Routing

Page 19: ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf · 2016-10-31 · Click on Create a New DocuSign Transaction Room Fill in all blank fields
Page 20: ZipForms and DTR presentation 2content.mediastg.net/.../ZipForms-and-DTR-Presentation2.pdf · 2016-10-31 · Click on Create a New DocuSign Transaction Room Fill in all blank fields

Apply Signatures, Dates & any additional fields to all documents. When Complete – click send

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