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RETECHNOLOGY PREMIUM MARKETPLACE RELATED PRODUCTS | WEBINARS | SPECIAL OFFERS

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e-Signatures (Transactions: zipForm Edition)

December 20 2023

ziplogix new green logo

Tuesday, December 26, 2023 9:00 AM PST

This session will show you how to setup and send an e-Signature packet, as well as demonstrate the client's experience.

  1. Setup prep
  2. Selecting Forms and Documents
  3. Selecting Parties
  4. Adding Signatures Blocks
  5. Checking Progress
  6. Client Perspective (Signer and Reviewer)
  7. Completed Documents and Emails

Register now!