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
- Log in to zipForm and move the pointer over the transaction tile that contains documents to export into a specific Room.
- Click the drop-down arrow on the tile and click Send to Other Systems.
- Click Send to DocuSign.
- Enter your DocuSign Room for Real Estate credentials and click Sign In.
- You can now transfer files from your zipForm account to your DocuSign Rooms account.
Linking from DocuSign Rooms for Real Estate to zipForm
- Log in to your DocuSign Rooms account and click My Account and then Settings.
- Click Integrations from the left panel.
- Enter your zipForm login credentials and click Save Changes.
- You can now export and import files from your zipForm account to your DocuSign Rooms account.
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.