A digitally signed disclosure showing text and check boxes completed by Seller One.
Q: My association has added the ability for clients to complete certain disclosures and other forms which must be completed by the seller, but when I open the form in zipForm®, save it as a PDF, or email it to a client using the email or send buttons, I cannot fill out the form. How do I send the form so that my client can complete it?
A: Some forms (or sections of forms) which need to be completed by the buyer, seller, or other parties in the transaction. Many brokerages are offering (or preparing to offer) forms which are pre-marked by zipForm® for the appropriate client to complete using the eSign tool of your choice (either zipLogix Digital Ink® or DocuSign®, depending on your eSign preferences in your zipForm® profile), or you can add your own text boxes or check boxes for the client to complete in step three of the eSign preparation.
To send forms so that a buyer, seller, or other transaction party can complete text fields and check boxes on the form, send the form for signing using the eSign button in zipForm®. This will take the form from zipForm® and put it into a new packet or envelope in zipLogix Digital Ink® or DocuSign®. The feature uses the eSign process so that clients can sign or initial for the text fields and checkboxes that they have completed in the form. As the agent, you can review the areas which will prompt them to complete the form or add their signature or initials before sending. Click and drag to add additional fields for the signer to type text, check off check boxes, or click to sign or initial.
In some cases, if these forms cannot be completed by the agent (due to laws or other state or local regulations), you might also notice that the fields in zipForm® have been disabled. This is for your legal protection, and ensures that only the client (or other required party) is the one who is filling out information on the form. You will see these fields and checkboxes activated when you send the form using the eSign button when you reach Step 3: Add Signatures.
Providing sellers, buyers, or other signing parties with the ability to complete text fields and check boxes in a form using the eSign feature can be a great tool to help you move forward with paperless (or just less paper!) transactions while reducing your risk (because each signer’s actions are tracked and verifiable on the form) and saving time (because documents can be sent instantly and continue automatically between signers).
Watch our ten minute training on sending forms for other parties to complete:
Download a help at a glance guide to help your clients understand completing forms using the eSign feature (Page 1) and help you remember the steps to sending out the forms (Page 2):
Sending forms for other parties to complete