Sending zipForm® Plus Documents with DigiSign

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zipForm® Plus & SkySlope - Taking innovation one step further. With our newest update, it's even easier to create a zipForm® Plus transaction, fill out your documents, and send the documents for signatures with DigiSign. Let's go over how to fill out zipForm® Plus docs, and send them out for signature.

 

 

1. Start on the SkySlope home page. From the home page, click on the icon labeled Working Docs. Once you're in Working Docs, click on the tab labeled zipForm.

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Now, here's where we have to pause for a moment. Have you already created your zipForm® Plus transaction and filled out your documents? Or do you still need to create your transaction and fill out your documents? Let's break it down.

 

zipForm® Plus Transaction Already Created

2. If your zipForm® Plus transaction has already been created, you will locate the transaction from the list of transactions on the left side of the page.

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3. Once you have located the transaction, select the documents that you need to have signed by checking the box to the left of the document name. Once you've selected the documents, click on the DigiSign button towards the upper-right to move the documents into DigiSign.

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4. Once the documents have been moved into DigiSign, you can proceed as normal; organize the documents, add the signers, place the blocks and send!

For a more detailed DigiSign walk-through, click here

 

 

zipForm® Plus Transaction Not Created

If you haven't created your zipForm® Plus transaction, have no fear! You can now create your zipForm® Plus transaction from within SkySlope, and fill out your documents.

2. Once you're in zipForm® Plus click on Create zipForm® Plus Transaction in the upper left corner. You'll be prompted to name the transaction, and then provide the address of the transaction. Then click on Create.

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3. After creating the transaction, you'll be prompted to select the documents from your library that you wish to add to your zipForm® Plus transaction. You can use the search bar to locate the documents, and then check the box to select. Once you've selected the documents, click on Add. (You can always come back and add more as needed.)

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4. Once you've added the documents, you'll see them added onto the document list for that transaction. Click on the name of the document to fill it out with the necessary information. Once the document has been filled out, click on Save.

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5. After you've filled out & saved all of the documents, select the documents that you need to have signed by checking the box to the left of the document name. Once you've selected the documents, click on the DigiSign button towards the upper-right to move the documents into DigiSign.

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6. Once the documents have been moved into DigiSign, you can proceed as normal; organize the documents, add the signers, place the blocks and send!

For a more detailed DigiSign walk-through, click here

 

 

That's all it takes to create a zipForm® Plus transaction, and get your documents signed!  If you run into any trouble, or have any questions, don't hesitate to contact our 24/7 Support Team! We are are available by phone at 916.560.1815, send an email over to support@skyslope.com or start live chat with us at support.skyslope.com! Happy SkySloping!

 

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