How To ESIGN: Sending a Document with Zipform 6 Using Templates

Integrating your electronic signature and online contract execution solution with your existing forms software, like Zipform 6, can make your life A LOT easier, especially if you also use templates!

So how do we send a document with Zipform 6 using the templates feature?

In Zipform 6:

• Click on file and choose “E-Signature”
• In the “E-Signature” selection window, select your documents
• Click “Send to DocuSign” button… which takes you to DocuSign

In DocuSign:

• Click the “Documents” button
• In the Documents window, click apply a template to your document. If you do not have any templates, you can learn how to create and use templates with DocuSign
• Choose the appropriate template and click the “OK” button

This brings you back to the documents screen. If you’ve completed adding documents and templates, press “Next”

In the Recipients’ screen:

• Add recipients’ names and email address for each signer’s role (ex. Signer 1, Signer 2, etc.)
• Add your name and email address if you need to sign as well
• If your recipients share an email address, enter each recipient’s name and the shared email address.

You can use the drop down lists to assign a signing order to your signers.

Next, enter the message you want to send your customer in the notification email.

Your template should automatically apply appropriate signature, initial, date, address and phone number tabs for the signers.

Finally, review the tabs and edit as necessary before you send.

You review and send, then your recipients click and esign. It’s so fast, it saves you time!

The video below takes you through a complete, step by step approach for sending documents with electronic signature through Zipform 6 with templates. Take a look:

For those of you who use other forms software, we’ll be posting those videos shortly. Check back with us soon!