Real Estate Value Chain is a concept that is being neglected by almost everyone in this sector. This document tries to throw some light on this concept.
How to Create an Electronic Signing in Docs+ -- by RealcompRealcomp II Ltd.
Learn the basics of how to create an electronic signing in Remine Docs+. Attend a Realcomp training class or webinar to learn more. Also, be sure to check out our online resources for tip sheets and videos.
Real Estate Value Chain is a concept that is being neglected by almost everyone in this sector. This document tries to throw some light on this concept.
How to Create an Electronic Signing in Docs+ -- by RealcompRealcomp II Ltd.
Learn the basics of how to create an electronic signing in Remine Docs+. Attend a Realcomp training class or webinar to learn more. Also, be sure to check out our online resources for tip sheets and videos.
HDPOS Smart is a cloud billing software developed by Hyper Drive IT Pvt Ltd. The purpose of this billing software is to make the billing process fast and efficient.
Build a CampaignTrackly+Google Sheets ZAP in 4 Minutes or LessMilena Mitova
In this presentation, we will show you how to connect CampaignTrackly (the digital campaign link tagging automation tool for marketers) with Google sheets in minutes using Zapier and without the need to use code or hire a programmer. All this thanks to the ability to integrate CampaignTrackly with Zapier.
A brief overview of how to create a Flexyforce account as well as set up a Flexyforce profile to ensure you can get digitally contracted, booked and track payments and invoicing.
Guide to CPF File Upload for Singapore PayrollTalenox
A good payroll system in Singapore should allow the export of a CPF PAL file for upload through CPF Employer portal. This is exactly what Talenox Payroll App can do.
A CPF PAL file is a .txt file that has a naming starting with the CPF Submission Number (CSN), followed by month and a certain code. An example will be 201417072CPTE01AUG201459.txt. As an employer, once you have the CF PAL file, log in to CPF Employer portal to perform an e-submission. Do note that you would have to set up this account upon receiving the mail from CPF. If not, you have to do so through this CPF link.
At login page, you will require SingPass and CSN. Choose e-submission and you will be shown with the page below. Follow these few steps below and you’ll be done in 3 - 4 minutes.
The objective of this presentation, held in London at the TechFest was to show that you can effectively manage from your iPad all the several activities related to the meetings and events organization. The slides include a good collection of the applications I selected just for this and that will be included in the Guide "iPad apps for Meetings and Events" that will be published by Eventagist very soon www.eventagist.com.
CherryPie is a simple yet powerful mobile marketing automation platform, meticulously designed and crafted for marketers and agencies. This week, I’ll cover creating offers within CherryPie.
Learn How to Master Live Events Using Marketo
You know hosting your own events is one of the best ways to engage with your prospects and customers.
But it can be a challenge to set yourself up for event success within Marketo.
This guide is here to help!
Become a Marketo expert on:
1. Program Setup and Event Registration
2. Email Invitations and Reminders
3. Event check-in and on-site engagement
4. Post-event Follow-up
5. Measuring Event Success and ROI
HDPOS Smart is a cloud billing software developed by Hyper Drive IT Pvt Ltd. The purpose of this billing software is to make the billing process fast and efficient.
Build a CampaignTrackly+Google Sheets ZAP in 4 Minutes or LessMilena Mitova
In this presentation, we will show you how to connect CampaignTrackly (the digital campaign link tagging automation tool for marketers) with Google sheets in minutes using Zapier and without the need to use code or hire a programmer. All this thanks to the ability to integrate CampaignTrackly with Zapier.
A brief overview of how to create a Flexyforce account as well as set up a Flexyforce profile to ensure you can get digitally contracted, booked and track payments and invoicing.
Guide to CPF File Upload for Singapore PayrollTalenox
A good payroll system in Singapore should allow the export of a CPF PAL file for upload through CPF Employer portal. This is exactly what Talenox Payroll App can do.
A CPF PAL file is a .txt file that has a naming starting with the CPF Submission Number (CSN), followed by month and a certain code. An example will be 201417072CPTE01AUG201459.txt. As an employer, once you have the CF PAL file, log in to CPF Employer portal to perform an e-submission. Do note that you would have to set up this account upon receiving the mail from CPF. If not, you have to do so through this CPF link.
At login page, you will require SingPass and CSN. Choose e-submission and you will be shown with the page below. Follow these few steps below and you’ll be done in 3 - 4 minutes.
The objective of this presentation, held in London at the TechFest was to show that you can effectively manage from your iPad all the several activities related to the meetings and events organization. The slides include a good collection of the applications I selected just for this and that will be included in the Guide "iPad apps for Meetings and Events" that will be published by Eventagist very soon www.eventagist.com.
CherryPie is a simple yet powerful mobile marketing automation platform, meticulously designed and crafted for marketers and agencies. This week, I’ll cover creating offers within CherryPie.
Learn How to Master Live Events Using Marketo
You know hosting your own events is one of the best ways to engage with your prospects and customers.
But it can be a challenge to set yourself up for event success within Marketo.
This guide is here to help!
Become a Marketo expert on:
1. Program Setup and Event Registration
2. Email Invitations and Reminders
3. Event check-in and on-site engagement
4. Post-event Follow-up
5. Measuring Event Success and ROI
Free Marketing from Realtor.com that is Already Yours! - Realtors Triple Pla...Stefanie Ainge Hahn
This class will provide you with the information you need to start taking advantage of all of the free tools you don't even know about from Realtor.com. From agent hyper-social profiles on Realtor.com to free mobile single property websites; the Facebook Business Page Builder to the Housing Trends Newsletter email marketing piece and MORE! So many tools to check out - you won't even be able to use them all. Pick your favorites and make the most of your affiliation with Realtor.com.
Let’s tackle YouTube from the ground up … from setting up your agent channel, to equipment, shooting and editing, content ideas and best practices for uploading and sharing.
Turning $1 Into $40…The “Write” Way -The Development of a Robust Marketing Ca...Stefanie Ainge Hahn
If the average ROI on email marketing is $40 for every $1 spent, shouldn’t we be doing a better job with our $1 investment? While broadcast tools (including those provided by the brand) are very functional as part of a bigger program, what else is there that could make you stand out from the crowd? In this session we will investigate the development of a robust campaign, the methods for segmenting an audience properly, tools for list-building and much more. We will also look at specific tools for creating full-scale, year-round, email programs online.
A Realtors(r) Guide to Getting LinkedIn - covers connections, recommendations and endorsements, being business social and beefing up your job description.
CBH is taking over the ePropertySites accounts and making sure that everyone has access to this powerful listing tool. The ePropertySites Remixed webinar will run through how to get started on this service, how to add a property, including the CraigsList post and uploading your virtual tour to Realtor.com AND I'll show you some of the cool extras like broadcasts, custom site menus and MORE!
SocialBio - The Last About Me Page You Will Ever Need to Fill OutStefanie Ainge Hahn
In this presentation, we will explore SocialBios from Realtor.com and show you how to implement this powerful About Me page into your online arsenal. Expect step-by-step instructions to set up your SocialBios “About Me” Page plus tips and tricks along the way. Final steps will include sharing your page and getting recommendations.
"What a great opportunity for REALTORS to spend one hour with Stefanie Hahn as she answers my questions about how real estate agents are using Google Tools to benefit their business on a day to day basis. Don’t miss this Webinar, Google is adding additional apps all the time and we’ll have a Google-tastic Good Time."
Interested in trying Twitter but nervous about the "secret code" of Twitter? There is NO secret code! In today's video, we will decipher a tweet and talk specifically about the @mention, replies, retweeting, direct messages and hashtags. You can totally do this ...
Model Attribute Check Company Auto PropertyCeline George
In Odoo, the multi-company feature allows you to manage multiple companies within a single Odoo database instance. Each company can have its own configurations while still sharing common resources such as products, customers, and suppliers.
2024.06.01 Introducing a competency framework for languag learning materials ...Sandy Millin
http://sandymillin.wordpress.com/iateflwebinar2024
Published classroom materials form the basis of syllabuses, drive teacher professional development, and have a potentially huge influence on learners, teachers and education systems. All teachers also create their own materials, whether a few sentences on a blackboard, a highly-structured fully-realised online course, or anything in between. Despite this, the knowledge and skills needed to create effective language learning materials are rarely part of teacher training, and are mostly learnt by trial and error.
Knowledge and skills frameworks, generally called competency frameworks, for ELT teachers, trainers and managers have existed for a few years now. However, until I created one for my MA dissertation, there wasn’t one drawing together what we need to know and do to be able to effectively produce language learning materials.
This webinar will introduce you to my framework, highlighting the key competencies I identified from my research. It will also show how anybody involved in language teaching (any language, not just English!), teacher training, managing schools or developing language learning materials can benefit from using the framework.
Embracing GenAI - A Strategic ImperativePeter Windle
Artificial Intelligence (AI) technologies such as Generative AI, Image Generators and Large Language Models have had a dramatic impact on teaching, learning and assessment over the past 18 months. The most immediate threat AI posed was to Academic Integrity with Higher Education Institutes (HEIs) focusing their efforts on combating the use of GenAI in assessment. Guidelines were developed for staff and students, policies put in place too. Innovative educators have forged paths in the use of Generative AI for teaching, learning and assessments leading to pockets of transformation springing up across HEIs, often with little or no top-down guidance, support or direction.
This Gasta posits a strategic approach to integrating AI into HEIs to prepare staff, students and the curriculum for an evolving world and workplace. We will highlight the advantages of working with these technologies beyond the realm of teaching, learning and assessment by considering prompt engineering skills, industry impact, curriculum changes, and the need for staff upskilling. In contrast, not engaging strategically with Generative AI poses risks, including falling behind peers, missed opportunities and failing to ensure our graduates remain employable. The rapid evolution of AI technologies necessitates a proactive and strategic approach if we are to remain relevant.
How to Make a Field invisible in Odoo 17Celine George
It is possible to hide or invisible some fields in odoo. Commonly using “invisible” attribute in the field definition to invisible the fields. This slide will show how to make a field invisible in odoo 17.
Biological screening of herbal drugs: Introduction and Need for
Phyto-Pharmacological Screening, New Strategies for evaluating
Natural Products, In vitro evaluation techniques for Antioxidants, Antimicrobial and Anticancer drugs. In vivo evaluation techniques
for Anti-inflammatory, Antiulcer, Anticancer, Wound healing, Antidiabetic, Hepatoprotective, Cardio protective, Diuretics and
Antifertility, Toxicity studies as per OECD guidelines
Exploiting Artificial Intelligence for Empowering Researchers and Faculty, In...Dr. Vinod Kumar Kanvaria
Exploiting Artificial Intelligence for Empowering Researchers and Faculty,
International FDP on Fundamentals of Research in Social Sciences
at Integral University, Lucknow, 06.06.2024
By Dr. Vinod Kumar Kanvaria
June 3, 2024 Anti-Semitism Letter Sent to MIT President Kornbluth and MIT Cor...Levi Shapiro
Letter from the Congress of the United States regarding Anti-Semitism sent June 3rd to MIT President Sally Kornbluth, MIT Corp Chair, Mark Gorenberg
Dear Dr. Kornbluth and Mr. Gorenberg,
The US House of Representatives is deeply concerned by ongoing and pervasive acts of antisemitic
harassment and intimidation at the Massachusetts Institute of Technology (MIT). Failing to act decisively to ensure a safe learning environment for all students would be a grave dereliction of your responsibilities as President of MIT and Chair of the MIT Corporation.
This Congress will not stand idly by and allow an environment hostile to Jewish students to persist. The House believes that your institution is in violation of Title VI of the Civil Rights Act, and the inability or
unwillingness to rectify this violation through action requires accountability.
Postsecondary education is a unique opportunity for students to learn and have their ideas and beliefs challenged. However, universities receiving hundreds of millions of federal funds annually have denied
students that opportunity and have been hijacked to become venues for the promotion of terrorism, antisemitic harassment and intimidation, unlawful encampments, and in some cases, assaults and riots.
The House of Representatives will not countenance the use of federal funds to indoctrinate students into hateful, antisemitic, anti-American supporters of terrorism. Investigations into campus antisemitism by the Committee on Education and the Workforce and the Committee on Ways and Means have been expanded into a Congress-wide probe across all relevant jurisdictions to address this national crisis. The undersigned Committees will conduct oversight into the use of federal funds at MIT and its learning environment under authorities granted to each Committee.
• The Committee on Education and the Workforce has been investigating your institution since December 7, 2023. The Committee has broad jurisdiction over postsecondary education, including its compliance with Title VI of the Civil Rights Act, campus safety concerns over disruptions to the learning environment, and the awarding of federal student aid under the Higher Education Act.
• The Committee on Oversight and Accountability is investigating the sources of funding and other support flowing to groups espousing pro-Hamas propaganda and engaged in antisemitic harassment and intimidation of students. The Committee on Oversight and Accountability is the principal oversight committee of the US House of Representatives and has broad authority to investigate “any matter” at “any time” under House Rule X.
• The Committee on Ways and Means has been investigating several universities since November 15, 2023, when the Committee held a hearing entitled From Ivory Towers to Dark Corners: Investigating the Nexus Between Antisemitism, Tax-Exempt Universities, and Terror Financing. The Committee followed the hearing with letters to those institutions on January 10, 202
Operation “Blue Star” is the only event in the history of Independent India where the state went into war with its own people. Even after about 40 years it is not clear if it was culmination of states anger over people of the region, a political game of power or start of dictatorial chapter in the democratic setup.
The people of Punjab felt alienated from main stream due to denial of their just demands during a long democratic struggle since independence. As it happen all over the word, it led to militant struggle with great loss of lives of military, police and civilian personnel. Killing of Indira Gandhi and massacre of innocent Sikhs in Delhi and other India cities was also associated with this movement.
1. Making Sense and Good Use of zipForms
with Docusign and Cartavi Integration
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
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. Why These Tools?
Photo courtesy
of Docusign
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
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. 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. 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. Connect = Entering Your u/p’s in Each Program
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
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. 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. 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. 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. 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. The Ideal Transaction Using these Tools …
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
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. Let’s review what happens here …
zipForm Plus
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
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. 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. 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. 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. 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. 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. 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. 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. YEY They Want Sign!
Click on e-Sign inside of your transaction (fountain pen icon)
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
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. 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. Let’s review what happens here …
Docusign
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
28. You Made it to Docusign
Verify that all of your documents made it over …
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
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. 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. 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
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. Your Consumer Gets …
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
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
37. Let’s review what happens here …
Cartavi
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
38. Car … who?
Photo courtesy
of Docusign
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
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. 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. 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. 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. 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. 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. 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. 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
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. Your Entire Transaction … In the Cloud
(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014
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