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Set Up Your E-Signature Service (zipForm Edition)

Summary

Describes how to select the e-signature service that you need to use for e-signings.

Context

If you need to send and complete e-signings, you must first set up your e-signature service.  You can use one of the services at a time.  The service you select is the only one available to you unless you update your selection at a later date.  You can update your selection at any time.

You can choose one of the following services:

  • Lone Wolf Digital Ink 2.0 (powered by Authentisign)
  • Lone Wolf Digital Ink 1.0 (powered by SIGNiX)
  • DocuSign

It is important to note that Digital Ink 2.0 is the recommended setup, because it is deeply integrated with your solution and will continue to be.  Digital Ink 1.0 is slated to be discontinued in the near future and is not available for all users. 

Before You Begin

Required:

Optional: Valid SIGNiX account, valid Authentisign account, valid DocuSign account

Steps

To set up your default e-signature solution, do the following:

  1. In the header bar, click Me
  2. The user profile card opens
  3. Click Profile & Settings
    The user profile page opens on the About Me tab

  4. Click the Settings tab
  5. Optional: In the E-Signatures Options section, do the following to set up Lone Wolf Digital Ink 2.0 as your service:
    1. Click zipLogix Digital Ink® 2.0 (Powered by Authentisign)

      Notes:

      • You require an annual subscription or individual digital signature credits to use Digital Ink
      • See: “Order an Authentisign Annual Subscription or Additional credits (zipForm Edition)” for more information on how to obtain a subscription or credits
    2. Use the Default Signature Time Zone dropdown to select the time zone that applies to the time stamp on your e-signature submissions
  6. Optional: Do the following to set up SIGNiX as your service:
    1. Click zipLogix Digital Ink® 1.0 (powered by SIGNiX)

      Note
      : SIGNiX is not available as an option for all users, as it is being replaced by Authentisign
    2. Use the Default Signature Time Zone dropdown to select the time zone that applies to the time stamp on your e-signature submissions
    3. Optional: Click the Require signers to create a signing pin to ON to require your clients and other parties involved in the transaction to create a PIN number that they enter when signing or retrieving documents for added data security
  7. Optional: Do the following to set up DocuSign as your service:
    1. Click DocuSign®

      Note
      : You must have an existing DocuSign subscription to use this provider.  Click here to learn more about DocuSign
    2. Optional: Click Get DocuSign Subscription(s) and follow the directions in the popup to obtain a DocuSign subscription if you do not have one
      Note: You need your NRDS identification number to obtain a subscription
    3. Optional: Click Link Existing DocuSign Account and sign into DocuSign with your DocuSign credentials if you have an existing DocuSign subscription
  8. Click Save
    Your e-signature service is selected and is used exclusively in the solution when you create, update, send, or receive an e-sign packet

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