How do I send an envelope from zipForm?

You can send DocuSign documents from your zipLogix account.

Note: Make sure you set up your DocuSign credentials before you begin.

To send a DocuSign envelope from zipForm, follow these steps:

Classic zipForm Plus

1. Login to zipForm Plus.
2. Open a Transaction.
   
3. Click eSign.
   
4. Click Create.
   
5. If desired, enter a name for the signature submission. When finished, click to check the documents to include, then click Next.
   
6. In the Role column, click to check the roles and recipients you wish to include. When finished, update or add any names or email addresses for the selected roles, then click Done.
   
7. If desired, click and drag the recipient tiles to adjust the routing order. When finished, click Next.
   
8. Add or adjust any tags in DocuSign. When finished, click Send.
   
   Note: You can add, remove, and adjust tags in DocuSign as desired. You are not limited to the tags provided by zipForm.

The envelope is sent to the recipients.

New zipForm Plus

1. Login to zipForm Plus.
2. Open a Transaction.
   
3. Click Sign.
   
4. Click Create a new signature packet.
   
5. If desired, enter a name for the signature submission. When finished, click select documents to include, choose the appropriate documents, then click Next.
   
6. Click the Add Parties button, choose Transaction Parties, click to check the roles and recipients you wish to include. When finished, update or add any names or email addresses for the selected roles, then click Close.
7. If desired, click and drag the recipient tiles to adjust the routing order. When finished, click Next.
   
8. Add or adjust any tags in DocuSign. When finished, click Send.
   
   Note: You can add, remove, and adjust tags in DocuSign as desired. You are not limited to the tags provided by zipForm.

The envelope is sent to the recipients.