Linking zipForms to DocuSign Rooms for Real Estate

You can link your DocuSign Rooms for Real Estate account to your zipForm account.

Note: You can only move documents directly from zipForm into of your open Rooms.

Linking from zipForm to Rooms for Real Estate

  1. Log in to zipForm and move the pointer over the transaction tile that contains documents to export into a specific Room.
  2. Click the drop-down arrow on the tile and click Send to Other Systems
 
  1. Click Send to DocuSign.
  2. Enter your DocuSign Room for Real Estate credentials and click Sign In.
  3. You can now transfer files from your zipForm account to your DocuSign Rooms account.

 

Linking from DocuSign Rooms for Real Estate to zipForm

  1. Log in to your DocuSign Rooms account and click My Account and then Settings.
  2. Click Integrations from the left panel.
  3. Enter your zipForm login credentials and click Save Changes.
  4. You can now export and import files from your zipForm account to your DocuSign Rooms account.

User-added image

For more information on the zipForm and DocuSign integration,check out How do I set up my DocuSign credentials in zipForm Plus?

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