The New And Improved Authentisign
A new Authentisign option is now available to all California Realtors. When preparing a signing packet, you will be given the option to choose between the alternate e-sign service or the New Authentisign. . . The first step in the signing process is to name your packet. This will be included in the subject line of the email that the recipient receives. If you would like to designate folder for the signed documents, a return folder can be specified here. If no return folder is chosen, the system will return the signed documents to an individual folder referring to the packet name. Click Create to move on. . . Now we can begin adding our signing parties. When we click Add Participants, we are given the option to add ourselves, which will allow us to sign in the app instead of waiting for the email to come to us. Be advised that Adding yourself in this manner will not autotag the document for signing. All signature and initials will need to be manually added to the documents. We also have the option to add a new signing party. This is used to add a signer that was not an existing transaction party prior to starting your signature packet. If we have already added parties to our transaction in the form editing process, we will use the Add from Transaction option to assigning signing roles to each party. There is also an Add from contacts which will add a signer that was not an existing transaction party to the signing packet using your zipForm Address book. For this demonstration, we will Add from the Transaction. . . When check the box next to the party, we can then choose what type of signing role we want to assign. Our options are Remote Signer, one that will receive an email invitation to sign. Reviewer, a signing role that is not marking the document itself, but instead must review and approve the packet in order for it to be completed. Or the signer can be assigned a CC role, meaning that they are not a party to the signing or review and approval process. They will instead receive be CC’d the executed documents upon the packets completion. Both signers in this example will be remote signers. We can click Select to move on. . . Now that our parties have been chosen and assigned their respective roles, we can set a signing order if we choose. Setting a signing order will require one party to finish their signing tasks before the next party receives their invitation to sign. This is often used when two or more signers are using the same email address, or in cases where the parties prefer to sign one at a time. . . Now we can move on to the documents tab of the transaction. If we wish to add additional documents to our packet, we can click on Add a Document or Form. This will bring up a dialog box that will display all of the forms and documents currently in our transaction. We can also Upload or Import a document into the packet. Files can be uploaded from our computer, or one of these four supported cloud storage options. Click close to move on. . . On the tools pane, we have access to several signer actions, such as signatures, initials and checkboxes. From here we can also add the signers full name and email address, as well as the date that signing actions took place. We can use this dropdown menu to add actions for other signers in the packet as well. . . In our next video, we will cover the Layout Options available. These are helpful for creating and assigning signature and initial tags and can be used as an e-sign template for commonly used documents that the software does not tag automatically. . . Stay tuned for more zipTips, from the zipGuys.
