How to Send a Transaction


Step 1: To send documents for electronic signatures within zipForm® 6 Standard, open the transaction then click on the e-Sign button and select 'Sign'.

Step 2: Select the forms you wish to send for signatures on the left-hand side of the screen. You can reorder the forms using the arrow buttons.

Step 3: When you are finished selecting the forms, enter your Name and Email Address (if not already entered) into the appropriate sections as well as a message for your parties.

Step 4: Deselect any role that you do not wish to include in the signature process by un-checking the box next to the role. You may also check/uncheck the Enable/Disable All checkbox to enable or disable all roles in the list.

Note: If you have a role selected you will need to fill out the information for that role.

You can also pull your recipients contact information from the program's Address Book by clicking on the Address Book button.

Step 5: Use the arrow buttons to rearrange the order of signing order of your recipients.

Please note: Emails are sent in a sequential signing order, Signers will not receive an email until the party that precedes them has finished the signing process. Make sure you rearrange your list of recipients into the order in which you wish them to receive the email.

Optional: You may also add roles that are not listed by clicking on the 'Add a new party' button. For more information on how to add a new party, please see KBA-01566.

Please note: The Verify ID($) option should only be selected if you wish to enable Identity Verification. The cost for Identity Verification is $5.00 per recipient.

For more information on Identity Verification, please see KBA-01537.

Step 6: Once you are finished, click on the 'Send Now' button to begin the signing process immediately or click the 'Continue to zipLogix Digital Ink®' button to access the zipLogix Digital Ink® Dashboard.

In the zipLogix Digital Ink® Dashboard you can add outside documents to the transaction for signing as well as Start/Stop the signing process. You will also be provided with a preview of the form containing all designated signature fields. For more information on how to add outside documents within the zipLogix Digital Ink® Dashboard, please see KBA-01601.

Step 7: A notification screen will inform you that the process will use one of your Credits. Clicking 'Yes' will send the transaction using a credit. Clicking 'No' will cancel the process without using a credit.

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