How-To Send Documents for eSignature from zipForm 6 Using Templates

I've gotten some questions lately about sending documents for electronic signature through zipForm 6. To help you with this process, take a look at the how-to video below, “How to send from zipForm 6 using templates.” I'm starting with templates, as that feature is included with DocuSign Standard.

To Send Documents for Electronic Signature from zipForm 6 Using Templates

To send documents for eSignature from zipForm 6, make sure you have a DocuSign account and that you've added your DocuSign credentials to your eSignature tab in your zipForm 6 account.

Select a document in zipForm 6 and fill out the form as you normally would. Once you've filled out the document, you're ready to send the document for eSignature.

In the file tab, click on the menu button and select eSignature from the list. The eSignature window opens and you should make sure the document you want to send is checked, and that DocuSign is the selection in the drop down menu. Click the “Send to DocuSign” button.

A progress bar appears and when it reaches 100%, the DocuSign console opens in a new browser window and the document you chose from zipForm 6 is loaded in an electronic envelope.

From the envelope, we can easily apply a template, then add recipient information and a message.

To apply a template:

1. Click the “Documents” button. The documents window appears.
2. Click “Apply a Template” to this document and select a template. The apply template window appears.
3. Select the template you want to apply to the document.
4. Click “OK.”

You're returned to the documents window. Click “Next” to continue.

In the recipients window, enter email addresses and names for the people you are sending the document to. Addresses will autofill, based on those in your address book. You can click on as many recipients as you need - just click the “New Recipients” button to add more recipients. If one recipient has to sign before another, just type the order in the order field to set when the recipient receives and eSigns the document. When you're done, click “Next.”

In the message window, enter a subject and email text for the message. Type in the subject for the email to your recipients. A subject is required, but email text is not. You can also set reminders and other options and controls, but for now, let's continue to the next step by clicking “Next.”

The template you selected earlier automatically places tabs and data fields. In some cases, you may need to modify or add more tabs or fields. Before you assign a tab to a recipient, make sure the recipient is highlighted orange. Scroll through the document to review the tab and field placements. Click the “Send” button.

The review and send window allows you to verify your recipients and the documents in your envelope. Click the “Send” button to send your envelope. The envelope sent screen confirms your envelope has been sent!

Thanks for using DocuSign - we have other videos, electronic signature tips and tricks, and eSignature tutorials - take a look!