*UPDATE* Zipforms Signing Program is Changing

Goodbye Ziplogix and Hello Authentisign!

Authentisign CAR.jpg
 

Out with the Old and in with the New!!!

Ziplogix CAR.jpg

Zipforms/CAR has decided to change the default signing program within Zipforms. Gone are the days of Ziplogix and in comes Authentisign. For the newer agents this is nothing new as Ziplogix is no longer even an option. For the Agents and TCs that have become accustomed to Ziplogix this may be a bit of a surprise. And for those that opt to use DocuSign this will be irrelevant. On December 2nd Zipforms will no longer offer Ziplogix and the default signing program will be Authentisign.

Update: I’ve since had time to use the system a bit more and have updated this article to reflect additional information.

How does this effect you?

At this point if you’ve never used anything other than Ziplogix your probably wondering how this will change things. Below are some of my thoughts and personal experiences after using all 3 options within Zipforms.

 
Pros and Cons TC.jpg
 

Ziplogix

For those of us that used this, it was simple and convenient but had its share of issues. We dealt with it though because it was included and we didn’t have to pay extra or deal with limitations of how many documents/envelopes we could create.

Pros

  1. Easy to Use

  2. Reliable for self populating signatures and dates on documents generated in Zipforms

  3. Attachment in your inbox when completed (some people didn’t like this because it took space in their inbox)

Cons

  1. Clients frequently had issues receiving request to sign or being able to sign

  2. Font sizing not being the same after signing

  3. Disappearing Signatures when saving or uploading

Authentisign

I’ve had a chance to use this and overall like the change. However, it is not free of issues itself, as of the time that I am writing this.

Pros

  1. No issues with clients receiving Invites to sign or signing for that matter

  2. If you need to send a reminder its only 1 click now

  3. More options when adding or changing fields

    • Much easier/faster to add Signers Printed Name

    • Easy to add a check box that is mandatory

    • Easier to add text to the document

  4. Once completed signatures are locked and no longer disappear

Cons

  1. No more attachments when completed. Now you will get an email notification that your packet has been completed with links to download each document. (Will benefit your inbox space)

    1. Update: But 1 benefit is it will combine all documents into 1 pdf if you are trying to send to the other party and don’t want to deal with individual documents for this process.

  2. For longer names the Signatures are quite small and enlarging the size is limited.

  3. Frequently misses the date field on generated documents.

    • The date field has a set size and due to the location of the date on the document it does not automatically fit. You can now place it slightly above the date area or resize it to be smaller.

    • If we miss one of these date blocks your compliance person will likely reject the form and require it to be resent for corrections. Ugh…

  4. The layout takes some getting used to. I did a google search and found a How To guide here that helped.

  5. Update: For some initials is lists them as optional. I’ve noticed this on the PEAD’s primarily. I’ll send for signatures and it come back missing initials. I kept wondering WHY. I finally noticed it has a optional rather than mandatory initial box. Simple to delete and place a mandatory box but you have to remember.

  6. Update: After sending a packet my zipforms system freezes. A simple refresh fixes this “Sometimes”, but usually requires me to login in again.

    1. Workaround - click your add forms if it is available and select a random document to add to your file. This unlocks the system. If you have the authority just delete the document you added. If your access is limited by your broker just add the document to the Archive folder or if you’re like me, your Misc. Incomplete folder that you’ve created to put all the random unnecessary documents.

Overall, I think this will be a good change to the system with some modifications. For those that don’t like it, there will still be the option to link a DocuSign account to your Zipforms. As always I hope this information was useful and please share so others are aware and not surprised come Dec 2nd.