0
Making Sense and Good Use of zipForms
with Docusign and Cartavi Integration

(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JA...
Membership Privileges
Many* of the local associations that you belong to in our area have
decided to pay for Docusign for ...
Why These Tools?

Photo courtesy
of Docusign

(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
Why These Tools?
Your entire transaction in the cloud … paperless?

Complete all of your forms in
zipForm Plus

Get them s...
Pesky Forms
Paperless to a point.
Sellers Disclosure
Buyers Financial Information

Really want every single
form fillable?...
Getting
Started
Make the
connections to get
started working
with zipForm Plus,
Docusign and
Cartavi

Note to BCAR, MCAR, G...
Connect = Entering Your u/p’s in Each Program
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
www.zipformplus.com
1. Click on the drop-down under your last name

2. Click on Profile

3. Click on Settings
(C) STEFANIE...
www.zipformplus.com
At the top of the Settings Section, you will see E-Signature
Options … click the radio button in front...
www.cartavi.com
You will need to create your Cartavi
account (Docusign has been created for
you).
Go to: www.cartavi.com
C...
www.cartavi.com
Click on Settings
Click on Docusign Settings
Enter your Docusign email & password
Click on Save Changes

(...
You’re Not Done!
Click on Partner Accounts
Type in your zipForm Username
Type in your zipForm Password
Click on Save Chang...
The Ideal Transaction Using these Tools …
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
The Ideal
Transaction
What your
transaction could
look like using these
tools

1. Complete your forms in zipForms
2. REVIE...
Let’s review what happens here …

zipForm Plus
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
Complete Forms
Complete ALL forms in
zipForm Plus …If you need to
edit a form after reviewing it
with your client, it is e...
Using zipForm Templates

 Type Name
 Select Type(s)
 OPTIONAL > Click the
drop-down at Apply
Template
 Click SAVE

(C)...
Using zipForm Templates

Selecting the template will build your transaction
folder with all of the “typical” docs. Click o...
Using zipForm Templates

Click on the document to begin filling it out … when you use a
template or auto-fill this can go ...
Review the Forms
Signing electronically happens quickly. So quick that you might
not have explained your forms before the ...
Line 7 in the AOS
Please consider what you will do with your 1st deposit when
signing electronically. If you put an amount...
Review the Forms
For those times when you
cannot review your forms in
person, try zipConsult – a web
conferencing platform...
Online :)

Type in the client’s name (first and last) and email
address. Click Add to add more … when you have
everyone yo...
YEY They Want Sign!
Click on e-Sign inside of your transaction (fountain pen icon)

(C) STEFANIE HAHN | WWW.STEFANIEHAHN.C...
Select the Docs to be Signed
Check off the docs you want or click Select All
Click Next

(C) STEFANIE HAHN | WWW.STEFANIEH...
Add Signer Emails
Find your signers at the bottom in the window that pops up (or
use the blue + sign to make it pop up) – ...
Let’s review what happens here …

Docusign
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
You Made it to Docusign

Verify that all of your documents made it over …
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUA...
Add Any Extra Documents
Add your extra documents here.
The steps (all in Docusign – once you are
transferred over from zip...
Verify & Personalize

 Verify the signers email
 Write a short message
 Click Next
For added security, you
can “add an ...
Add Signature & Initial Tags
When you add extra documents to be signed, you will need to tell
Docusign WHERE the docs need...
Preview & Send

(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
Signature Certificates
If the bank asks you for the
Docusign Certificate – you
can access it within your
Docusign account....
Your Consumer Gets …

(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
Once Fully Executed …
You will get an
email from
Docusign when
everyone has
signed with all
signed documents
attached.

(C...
Docusign Mobile App

(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
Let’s review what happens here …

Cartavi
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
Car … who?

Photo courtesy
of Docusign
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
Cartavi Pro Accounts
Part of your Docusign subscription includes a Cartavi Pro
Account with 100 gigs of storage. YEY! That...
Cartavi Transaction Rooms
Now the REAL FUN STARTS!!!
Set up a Transaction Room in
Cartavi to start sharing your
transactio...
Cartavi Email & ID#
Locate your Cartavi email and eFax on the Inbox tab:

Each new transaction room you
create will be ass...
Customize Your Cartavi Email

To see your automatically assigned Cartavi inbound email and fax …
Click on Settings
Click o...
Forward that Email to Cartavi
Remember that email from Docusign
with your signed documents?
Forward that email to your Car...
Adding Others In
Adding the other
people to your
transaction can be
done by clicking on
Add or Invite. Use
Invite for peop...
The Cartavi Invite
What the person you invite sees …
Yes, they HAVE to create an account.

On your side … what you see:

(...
Control Access & See Activity
Click on the red X
to allow access to
documents – you
must do these one
at a time.
Click on ...
Mobile App
Available for
Apple and
Android

(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
The Ideal
Transaction
YOU will determine
what your
transactions actually
look like in these
tools. Let me know
what works ...
Your Entire Transaction … In the Cloud
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
Thank You!
Thank you for hanging out with me as we navigate the
zipForm + Docusign + Cartavi road together!
What are your ...
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zipForms, Docusign, Cartavi ... Oh My!

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A review of how zipForm, Docusign and Cartavi work together and how an ideal transaction could look using these tools. (PA specific in parts)

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Transcript of "zipForms, Docusign, Cartavi ... Oh My!"

  1. 1. Making Sense and Good Use of zipForms with Docusign and Cartavi Integration (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  2. 2. Membership Privileges Many* of the local associations that you belong to in our area have decided to pay for Docusign for all of their Realtor® members in 2014. But it’s more than just Docusign, you also get a Cartavi Pro account (now a Docusign company) that gives you cloud storage for your transactions with an eFax and lots of cool possibilities. My goal with this class is to show you how you can use these tools to save time and trouble. We will talk about linking everything together and what an ideal transaction could look it using these tools. (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  3. 3. Why These Tools? Photo courtesy of Docusign (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  4. 4. Why These Tools? Your entire transaction in the cloud … paperless? Complete all of your forms in zipForm Plus Get them signed electronically with Docusign Store and share them online with controlled access in Cartavi (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  5. 5. Pesky Forms Paperless to a point. Sellers Disclosure Buyers Financial Information Really want every single form fillable? You can do it with a Docusign template that YOU create … Two forms (and possibly more) that YOU do not fill out, and to make these forms “fillable” on Docusign for your clients will not be fun … Email the form from zipForms and ask your client to scan it and email it back OR fax it to your Cartavi eFax to jump back into the cloud. If your client does not want to Docusign, you always get everything ink signed and fax the docs to your Cartavi eFax. Your entire transaction in the cloud … paperless? (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  6. 6. Getting Started Make the connections to get started working with zipForm Plus, Docusign and Cartavi Note to BCAR, MCAR, GPAR and SWRA members: Since CBH did not setup your Docusign or Cartavi accounts, I cannot tell you what your usernames and passwords are … check with your local boards! 1. Connect Docusign to zipForm Plus 2. Connect Cartavi to Docusign AND 3. Connect Cartavi to zipForm Plus Yes, yes I know. Just do it. (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  7. 7. Connect = Entering Your u/p’s in Each Program (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  8. 8. www.zipformplus.com 1. Click on the drop-down under your last name 2. Click on Profile 3. Click on Settings (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  9. 9. www.zipformplus.com At the top of the Settings Section, you will see E-Signature Options … click the radio button in front of Docusign Type in your Docusign email and password Click Save (at the top) (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  10. 10. www.cartavi.com You will need to create your Cartavi account (Docusign has been created for you). Go to: www.cartavi.com Click Create an Account Select ANY of the 3 account options Type in your information Under “payment information” > type in your association promo code Click Apply (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  11. 11. www.cartavi.com Click on Settings Click on Docusign Settings Enter your Docusign email & password Click on Save Changes (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  12. 12. You’re Not Done! Click on Partner Accounts Type in your zipForm Username Type in your zipForm Password Click on Save Changes (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  13. 13. The Ideal Transaction Using these Tools … (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  14. 14. The Ideal Transaction What your transaction could look like using these tools 1. Complete your forms in zipForms 2. REVIEW with your client 3. Begin the e-sign process 4. Store it all with shared access in Cartavi (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  15. 15. Let’s review what happens here … zipForm Plus (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  16. 16. Complete Forms Complete ALL forms in zipForm Plus …If you need to edit a form after reviewing it with your client, it is easier to make the changes and edits here and then move to Docusign. (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  17. 17. Using zipForm Templates  Type Name  Select Type(s)  OPTIONAL > Click the drop-down at Apply Template  Click SAVE (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  18. 18. Using zipForm Templates Selecting the template will build your transaction folder with all of the “typical” docs. Click on a form in the Form Library (on your right) to add it. (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  19. 19. Using zipForm Templates Click on the document to begin filling it out … when you use a template or auto-fill this can go much faster. (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  20. 20. Review the Forms Signing electronically happens quickly. So quick that you might not have explained your forms before the clients clicks “review” to sign … You might want to consider writing something in your Docusign email when you send the forms that mentions reviewing the documents. Note: Clicking “Review” means they are going to start signing in t-minus 5 seconds. (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  21. 21. Line 7 in the AOS Please consider what you will do with your 1st deposit when signing electronically. If you put an amount here and do not get the check to the seller at the time of signing, you are executed, but out of agreement – which puts your buyer in jeopardy. 3 2nd Deposit Suggestion: Strike out Line 7 Use Line 8 and give yourself 2 or 3 days for the 1st deposit Use Line 9 if you have a second deposit (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  22. 22. Review the Forms For those times when you cannot review your forms in person, try zipConsult – a web conferencing platform that will allow you to communicate with your clients over the web to review your forms. Click on the green circle with 3 heads to get started Click on Launch Meeting Now (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  23. 23. Online :) Type in the client’s name (first and last) and email address. Click Add to add more … when you have everyone you need, click on Meet Now. (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  24. 24. YEY They Want Sign! Click on e-Sign inside of your transaction (fountain pen icon) (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  25. 25. Select the Docs to be Signed Check off the docs you want or click Select All Click Next (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  26. 26. Add Signer Emails Find your signers at the bottom in the window that pops up (or use the blue + sign to make it pop up) – should be you and your client. Add email addresses and click Done. Click Continue to Docusign and … (wait a bit) (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  27. 27. Let’s review what happens here … Docusign (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  28. 28. You Made it to Docusign Verify that all of your documents made it over … (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  29. 29. Add Any Extra Documents Add your extra documents here. The steps (all in Docusign – once you are transferred over from zipForms): 1. Click on Browse from my Computer 2. Select the document you wish to add 3. Click on Open (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  30. 30. Verify & Personalize  Verify the signers email  Write a short message  Click Next For added security, you can “add an access code” under Identity in Docusign. Each signer can have different codes, or the same. (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  31. 31. Add Signature & Initial Tags When you add extra documents to be signed, you will need to tell Docusign WHERE the docs need to be signed and/or initialed. Add initials or extra signatures HERE – just drag and drop the little flags. Click Preview and then Send when you are ready! (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  32. 32. Preview & Send (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  33. 33. Signature Certificates If the bank asks you for the Docusign Certificate – you can access it within your Docusign account. From the Docusign home screen: Click on Manage At the Status dropdown, click on Certificate (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  34. 34. Your Consumer Gets … (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  35. 35. Once Fully Executed … You will get an email from Docusign when everyone has signed with all signed documents attached. (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  36. 36. Docusign Mobile App (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  37. 37. Let’s review what happens here … Cartavi (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  38. 38. Car … who? Photo courtesy of Docusign (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  39. 39. Cartavi Pro Accounts Part of your Docusign subscription includes a Cartavi Pro Account with 100 gigs of storage. YEY! That is a TON of storage. Cartavi is your document storage in the cloud. Don’t be freaked out by “the cloud” – it’s really just the internet. Cartavi will let you storage your documents in the cloud securely. (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  40. 40. Cartavi Transaction Rooms Now the REAL FUN STARTS!!! Set up a Transaction Room in Cartavi to start sharing your transaction with everyone involved. Start by entering the property details and your role – even add a property photo and click Create. (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  41. 41. Cartavi Email & ID# Locate your Cartavi email and eFax on the Inbox tab: Each new transaction room you create will be assigned a new transaction ID. Use this tag #12345 in the subject of any email to send it to that specific Cartavi transaction room … email from Docusign, negotiations between agents, information from title, conveyancers, etc. (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  42. 42. Customize Your Cartavi Email To see your automatically assigned Cartavi inbound email and fax … Click on Settings Click on Inbox Details You can CUSTOMIZE your email (at least the front half) here. Click SAVE! Note: The email and eFax are ONLY used to get things INTO Cartavi (nothing else) (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  43. 43. Forward that Email to Cartavi Remember that email from Docusign with your signed documents? Forward that email to your Cartavi transaction room. Add the # and transaction room number to the beginning of your subject line and forward the email to your Cartavi inbox. If you did not e-sign, you can fax your ink-signed documents to your Cartavi inbox to add them to your transaction room. (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  44. 44. Adding Others In Adding the other people to your transaction can be done by clicking on Add or Invite. Use Invite for people that are not already on Cartavi. (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  45. 45. The Cartavi Invite What the person you invite sees … Yes, they HAVE to create an account. On your side … what you see: (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  46. 46. Control Access & See Activity Click on the red X to allow access to documents – you must do these one at a time. Click on Activity to see what people are viewing. (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  47. 47. Mobile App Available for Apple and Android (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  48. 48. The Ideal Transaction YOU will determine what your transactions actually look like in these tools. Let me know what works best for you! 1. Complete your forms in zipForms 2. REVIEW with your client 3. Begin the e-sign process 4. Store it all with shared access in Cartavi (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  49. 49. Your Entire Transaction … In the Cloud (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
  50. 50. Thank You! Thank you for hanging out with me as we navigate the zipForm + Docusign + Cartavi road together! What are your best practices when using these tools? Questions??? Just ask! Stefanie Hahn stefanie@stefanie+hahn.com (C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
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