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Zipform and Docusign Basics
 

Zipform and Docusign Basics

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ZIPFORM AND DOCUSIGN SET UP BASICS ...

ZIPFORM AND DOCUSIGN SET UP BASICS
My goal with this booklet is to help agents learn the very basic setup and function of Zipform and Docusign.

In my opinion, these are 2 of the best tools agents can use to become more efficient, save time and money and appear more professional and “tech-savvy” than the competition.
In this booklet, you will learn:
How to Create a Transaction

How to Print a Transaction or Single Forms Within a Transaction

How to Print a Transaction or Single Forms Within a Transaction

Setting up DocuSign® in zipForm® 6

How to Send a Transaction using DocuSign®

How to Add Additional Signatures to Transactions


For further step by step instructions, go to
WWW.REALTECHNOW.COM-CLICK “ZIPFORM Training”




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    Zipform and Docusign Basics Zipform and Docusign Basics Document Transcript

    • Basic Step-by-Step Instructions for getting started with Zipforms and Docusign Be More Effiicient! Save Money! Impress Your Clients !
    • ZIPFORM AND DOCUSIGN SET UP BASICS My goal with this booklet is to help agents learn the very basic setup and function of Zipform and Docusign. In my opinion, these are 2 of the best tools agents can use to become more efficient, save time and money and appear more professional and “tech-savvy” than the competition. In this booklet, you will learn:  How to Create a Transaction  How to Print a Transaction or Single Forms Within a Transaction  How to Print a Transaction or Single Forms Within a Transaction  Setting up DocuSign® in zipForm® 6  How to Send a Transaction using DocuSign®  How to Add Additional Signatures to Transactions For further step by step instructions, go to WWW.REALTECHNOW.COM-CLICK “ZIPFORM Training”
    • How to Print a Transaction or Single Forms Within a Transaction Step 1: Open the transaction you wish to print then click the PRINT icon. With the PRINT icon you can:  Print Selected Form: Print only the selected form   Print All Forms: Print all or a selection of forms within the transaction   Print Blank Form: Print a blank copy of the selected form (Not available in all states)   Print Sample Form: Print a sample copy of the selected form (the word "Sample" will appear on the form) Adding Forms to a Transaction There are 3 different ways to add a form to a transaction. You can double click the form you wish to add, drag and drop the form you wish to add into the My Transaction Forms box. or you can right click the form you wish to add and click on Add to Transaction.
    • How to Create a Transaction Step 1: Click on the NEW TRANSACTION icon located in the File tab. Step 2: This will open a window where you will enter a name for the transaction. The transaction name is used for your refer- ence. The buyer/seller name or street address are commonly used for the transaction name. After entering a trans- action name, select the Transaction Type and Property Type then click the OK button. Step 3: On the left hand side, double-click on the forms that you wish to add to your transaction. You may also single click a form and click the Add Selected Forms button, or right click a form and then click Add to Transaction. FOR MORE FREE TRAINING AND STEP-BY-STEP VIDEO TUTORIALS VISIT MY BLOG HTTP://REALTECHNOW.COM
    • Setting up DocuSign® in zipForm® 6 Step 1: Click on the OPTIONS button in the Tools Tab. Step 2: When the Options window opens, click on the eSign tab. Step 3: Make sure that you select the DocuSign radio button under eSign Method. Then enter the email address and password that you set up with DocuSign® when you signed up. Click on the OK button when finished. If you do not have a DocuSign® ac- count, you can click on the Create Account button to sign up for one.
    • How to Send a Transaction using DocuSign® Step 1: With the transaction opened that you wish to send, click on the eSign button in the File tab, then click on Sign. Step 2: Select the forms you wish to send for signature. Forms that do not require a signature will be unchecked by default. When you are done selecting the forms, click on the Send for Signatures button. Step 3: Fill in the email address, name and signing order for each recipient. If you wish to disable a recipient, uncheck the recipient. To disable all recipients, uncheck the Select/Unselect All check box. Click on the Send Now button when ready to send the transactions to DocuSign. Click the Modify button if you wish to get a preview of the forms with the signature fields.
    • How to Add Additional Signatures to Transactions Step 1: With the transaction opened that you wish to send, click on the eSign button in the File tab, then click on Sign. Step 2: Select the forms you wish to send for signature. Forms that do not require a signature will be unchecked by default. When you are done selecting the forms, click on the Send for Signatures button. Step 3: Click on the Modify in DocuSign button to open the transaction in the DocuSign® console. Step 4: On the right side of the screen will be a list of the signature types available. Click and drag the signature type you wish to add onto the form in the location you want it.
    • Your Success Plan Develop New Contacts Daily Contacts=Leads=Appointments=Presentations=Contracts=Closings 1. Set a Goal - Create a Schedule 2. Develop SOI list— names, email, phone, address 3. Contact SOI about your new business 4. Learn MLS Basics—Search, Rubberband, CMA, Saved Search 5. Sign Up For Phone Duty as much as possible 6. Learn Zipform /Docusign Basics 7. Start a hyper-local** blog using the Blogger.com platform 8. Create and perfect Facebook prospecting system 9. Create profiles for Zillow, Trulia, socialbios.com, Linkedin, Yelp—Ask everyone for recommendations 10. Develop marketing presentation using “No-Fail” approach (print and online versions) 11. Create a Youtube Channel 12. Make videos: self-promo commercial, neighborhoods, builder model, foreclosures 13. Sign up for RPR 14. Sign up for eProperty Websites 15. Get a Lead Management/Contact manager system 16. Learn and role-play following scripts: Expired, Fsbo, Just Listed 17. Learn “Anatomy of a Perfect Craigslist Campaign” 18. Post ads on craigslist daily 19. Schedule open house a week in advance 20. Prepare using “open house by design” guidelines 21. Sign up for www,theRedX.com or wwwlandvoice.com 22. Call expireds for 1 hour daily 23. Visit 5 Expireds daily (equipped with No fail marketing plan) 24. Visit 1 FSBO daily (take a RPR neighborhood analysis) 25. Make a New BUSINESS CONTACT (attorney, doctor, cpa, mechanic, hairstylist, etc) Daily GOALS 1 new contact daily-1 deal weekly - 3 closings month– 100K +yearly 8:30-9:00 Answer emails. Return Calls 9:00– 9:30 Scrub Expired List 9:30-10:30 Call expireds 10:30—11:00 Map 5 expired to visit later 11:00-11:15 Facebook post/likes/comments 11:15-11:30 Post Craigslist ads 11:30—12:30 Lunch with business contact 12:30—1:00 Answer emails. Return Calls 1:00-1:30 Blog post 1:30-2:00 Lead follow up 2:00-4:00 Business Enhancement 4:00-5:00 Visit FSBO 5:00 –6:00 Visit planned expireds 6:00-7:00 Dinner 7:00-7:30 Post craigslist ads