zipForms, Docusign, Cartavi ... Oh My!

Making Sense and Good Use of zipForms
with Docusign and Cartavi Integration

(C) STEFANIE HAHN | WWW.STEFANIEHAHN.COM | JANUARY 2014

Membership Privileges
Many* of the local associations that you belong to in our area have
decided to pay for Docusign for all of their Realtor® members in 2014.

But it’s more than just Docusign, you also get a Cartavi Pro account
(now a Docusign company) that gives you cloud storage for your
transactions with an eFax and lots of cool possibilities.
My goal with this class is to show you how you can use these tools to
save time and trouble. We will talk about linking everything together
and what an ideal transaction could look it using these tools.


Why These Tools?

Photo courtesy
of Docusign


Why These Tools?
Your entire transaction in the cloud … paperless?

Complete all of your forms in
zipForm Plus

Get them signed electronically
with Docusign

Store and share them online
with controlled access in Cartavi


Pesky Forms
Paperless to a point.
Sellers Disclosure
Buyers Financial Information

Really want every single
form fillable? You can do it
with a Docusign template
that YOU create …

Two forms (and possibly more) that YOU do not fill out, and to make
these forms “fillable” on Docusign for your clients will not be fun …

Email the form from zipForms and ask your client to scan it and email
it back OR fax it to your Cartavi eFax to jump back into the cloud.
If your client does not want to Docusign, you always get everything ink
signed and fax the docs to your Cartavi eFax.
Your entire transaction in the cloud … paperless?

Getting
Started
Make the
connections to get
started working
with zipForm Plus,
Docusign and
Cartavi

Note to BCAR, MCAR, GPAR and SWRA
members: Since CBH did not setup your
Docusign or Cartavi accounts, I cannot tell you
what your usernames and passwords are …
check with your local boards!

1. Connect Docusign to zipForm Plus
2. Connect Cartavi to Docusign AND
3. Connect Cartavi to zipForm Plus

Yes, yes I know. Just do it.


Connect = Entering Your u/p’s in Each Program

www.zipformplus.com
1. Click on the drop-down under your last name

2. Click on Profile

3. Click on Settings

www.zipformplus.com
At the top of the Settings Section, you will see E-Signature
Options … click the radio button in front of Docusign

Type in your Docusign email
and password
Click Save (at the top)

www.cartavi.com
You will need to create your Cartavi
account (Docusign has been created for
you).
Go to: www.cartavi.com
Click Create an Account
Select ANY of the 3 account options
Type in your information
Under “payment information” > type in
your association promo code
Click Apply


www.cartavi.com
Click on Settings
Click on Docusign Settings
Enter your Docusign email & password
Click on Save Changes


You’re Not Done!
Click on Partner Accounts
Type in your zipForm Username
Type in your zipForm Password
Click on Save Changes


The Ideal Transaction Using these Tools …

The Ideal
Transaction
What your
transaction could
look like using these
tools

1. Complete your forms in zipForms
2. REVIEW with your client
3. Begin the e-sign process
4. Store it all with shared access in Cartavi


Let’s review what happens here …

zipForm Plus

Complete Forms
Complete ALL forms in
zipForm Plus …If you need to
edit a form after reviewing it
with your client, it is easier to
make the changes and edits
here and then move to
Docusign.


Using zipForm Templates

 Type Name
 Select Type(s)
 OPTIONAL > Click the
drop-down at Apply
Template
 Click SAVE



Selecting the template will build your transaction
folder with all of the “typical” docs. Click on a
form in the Form Library (on your right) to add it.


Click on the document to begin filling it out … when you use a
template or auto-fill this can go much faster.

Review the Forms
Signing electronically happens quickly. So quick that you might
not have explained your forms before the clients clicks
“review” to sign …
You might want to consider
writing something in your
Docusign email when you
send the forms that
mentions reviewing the
documents.
Note: Clicking “Review”
means they are going to
start signing in t-minus 5
seconds.

Line 7 in the AOS
Please consider what you will do with your 1st deposit when
signing electronically. If you put an amount here and do not get
the check to the seller at the time of signing, you are executed,
but out of agreement – which puts your buyer in jeopardy.

3
2nd Deposit

Suggestion:
Strike out Line 7
Use Line 8 and give yourself 2 or 3 days for the 1st deposit
Use Line 9 if you have a second deposit


Review the Forms
For those times when you
cannot review your forms in
person, try zipConsult – a web
conferencing platform that will
allow you to communicate
with your clients over the web
to review your forms.
Click on the green circle with 3
heads to get started
Click on Launch Meeting Now


Online :)

Type in the client’s name (first and last) and email
address. Click Add to add more … when you have
everyone you need, click on Meet Now.


YEY They Want Sign!
Click on e-Sign inside of your transaction (fountain pen icon)


Select the Docs to be Signed
Check off the docs you want or click Select All
Click Next


Add Signer Emails
Find your signers at the bottom in the window that pops up (or
use the blue + sign to make it pop up) – should be you and your
client. Add email addresses and click Done.

Click Continue to
Docusign and …
(wait a bit)


Docusign

You Made it to Docusign

Verify that all of your documents made it over …

Add Any Extra Documents
Add your extra documents here.
The steps (all in Docusign – once you are
transferred over from zipForms):
1. Click on Browse from my Computer
2. Select the document you wish to add
3. Click on Open


Verify & Personalize

 Verify the signers email
 Write a short message
 Click Next
For added security, you
can “add an access
code” under Identity in
Docusign. Each signer
can have different
codes, or the same.

Add Signature & Initial Tags
When you add extra documents to be signed, you will need to tell
Docusign WHERE the docs need to be signed and/or initialed.

Add initials or extra signatures HERE – just drag and drop the
little flags. Click Preview and then Send when you are ready!


Preview & Send


Signature Certificates
If the bank asks you for the
Docusign Certificate – you
can access it within your
Docusign account.
From the Docusign home
screen:

Click on Manage
At the Status dropdown, click on Certificate


Your Consumer Gets …


Once Fully Executed …
You will get an
email from
Docusign when
everyone has
signed with all
signed documents
attached.


Docusign Mobile App



Cartavi

Car … who?

Photo courtesy
of Docusign

Cartavi Pro Accounts
Part of your Docusign subscription includes a Cartavi Pro
Account with 100 gigs of storage. YEY! That is a TON of
storage.
Cartavi is your document storage in the cloud.
Don’t be freaked out by “the cloud” – it’s really just the
internet. Cartavi will let you storage your documents in the
cloud securely.


Cartavi Transaction Rooms
Now the REAL FUN STARTS!!!
Set up a Transaction Room in
Cartavi to start sharing your
transaction with everyone
involved.
Start by entering the property
details and your role – even
add a property photo and
click Create.


Cartavi Email & ID#
Locate your Cartavi email and eFax on the Inbox tab:

Each new transaction room you
create will be assigned a new
transaction ID. Use this tag #12345
in the subject of any email to send
it to that specific Cartavi
transaction room … email from
Docusign, negotiations between
agents, information from
title, conveyancers, etc.

Customize Your Cartavi Email

To see your automatically assigned Cartavi inbound email and fax …
Click on Settings
Click on Inbox Details
You can CUSTOMIZE your email (at least the front half) here. Click SAVE!
Note: The email and eFax are ONLY used to get things INTO Cartavi (nothing else)

Forward that Email to Cartavi
Remember that email from Docusign
with your signed documents?
Forward that email to your Cartavi
transaction room.

Add the # and transaction
room number to the
beginning of your subject line
and forward the email to your
Cartavi inbox.

If you did not e-sign, you can
fax your ink-signed
documents to your Cartavi
inbox to add them to your
transaction room.

Adding Others In
Adding the other
people to your
transaction can be
done by clicking on
Add or Invite. Use
Invite for people
that are not
already on Cartavi.


The Cartavi Invite
What the person you invite sees …
Yes, they HAVE to create an account.

On your side … what you see:


Control Access & See Activity
Click on the red X
to allow access to
documents – you
must do these one
at a time.
Click on Activity to
see what people
are viewing.


Mobile App
Available for
Apple and
Android


The Ideal
Transaction
YOU will determine
what your
transactions actually
look like in these
tools. Let me know
what works best for
you!

1. Complete your forms in zipForms
2. REVIEW with your client
3. Begin the e-sign process
4. Store it all with shared access in Cartavi


Your Entire Transaction … In the Cloud

Thank You!
Thank you for hanging out with me as we navigate the
zipForm + Docusign + Cartavi road together!
What are your best practices when using these tools?
Questions??? Just ask!
Stefanie Hahn
stefanie@stefanie+hahn.com


zipForms, Docusign, Cartavi ... Oh My!

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