Link DocuSign to zipForm
Follow these steps to integrate your DocuSign account with zipForm, allowing you to send documents for signature directly from your transactions. Prerequisites * Active zipForm account credentials. * Active DocuSign account credentials. Instructions * Go to zipformplus.com in your web browser. * Log in using…
Send a Document for Signature
Follow these steps to upload a document, add recipients, and send it out for electronic signature using DocuSign. Prerequisites * A valid DocuSign account. * The digital file (PDF, Word, etc.) you wish to send. Instructions * Log in to your DocuSign account. * Go to Start > Envelopes > Send an Envelope . …
Activate Your DocuSign Account
Follow these steps to locate your invitation, set up your security credentials, and log in to DocuSign for the first time. Prerequisites * Access to your @theagencyre.com email inbox. * An active internet connection. Instructions * Log in to your Agency email account ( [email protected] ). * Search yo…
