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How to Integrate ZipForms to sign/send with DocuSign

  • 9 March 2024
  • 2 replies
  • 53 views
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How can I use the forms in Transactions (ZipForms) then send them via DocuSign for signing?  I currently have ZipForms as an agent and have already paid for DocuSign separately.  I then found out that it can be done through ZipForms, but I can’t figure out how to do it.  The only way I know how to at the moment is to do the forms in ZipForms, then download them individually, to then drag them into DocuSign.  Then I have to manually place signing boxes and it is super frustrating and time consuming.  Please help!  TIA

2 replies

C
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Hello @JaimeP, 

 

Thank you for reaching out here in the DocuSign Community.

 

I apologize for the inconvenience, I understand that you want to link your zipForm account.

 

Have you tried to follow this guide How to Send zipForm forms to DocuSign Rooms for Real Estate?

 

New zipForm Plus allows users to easily send documents from zipForm to DocuSign Rooms. To do this, users need to select the dropdown arrow in the upper right of the zipForm Transaction, then choose "Send to Other System" and select "Send to DocuSign Rooms". Users will need to enter their DocuSign Rooms credentials and select the appropriate DocuSign Room to link to. Finally, users can choose which forms to push to the Room and select "Add Documents to Room" to complete the process.

 

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance with this.

 

Best regards,

 

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C
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Userlevel 2
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Hi @JaimeP,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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