How to Send zipForm forms to DocuSign Rooms for Real Estate

Through zipForm Plus, you have the ability to push zipForm forms directly into Rooms from the zipForm Plus web application.
 
 
Classic zipForm Plus


Click on the dropdown arrow in the upper right of the zipForm Transaction you’re currently working on.
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Hover your mouse over Send to Other System.
Click on Send to DocuSign Rooms
Enter your DocuSign Rooms credentials. Click Sign In. If you have previously linked your accounts, you will skip this step.
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Select which DocuSign Room matches your current zipForm Transaction, or click create a new DocuSign Room to create a new one.
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Then click Link to DocuSign Room.
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Lastly, select which forms you’d like to push to the Room and click Add Documents to Room.
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You documents will then be pushed to the DocuSign Room you selected. 

New zipForm Plus
 
Click on the dropdown arrow in the upper right of the zipForm Transaction you’re currently working on.
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Click on Send to Other System.

Click on Send to DocuSign Rooms
Enter your DocuSign Rooms credentials. Click Sign In. If you have previously linked your accounts, you will skip this step.
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Select which DocuSign Room matches your current zipForm Transaction, or click create a new DocuSign Room to create a new one.


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Then click Link to DocuSign Room.
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Lastly, select which forms you’d like to push to the Room and click Add Documents to Room.
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You documents will then be pushed to the DocuSign Room you selected. 

For further DocuSign Rooms for Real Estate Help & Support, please contact us.