Four Tips for eSign & zipForm® Users
Posted on May 1, 2013 by (deleted)
Dena Roberts, AAR business application specialist, presented at ARMLS’ Technopalooza on April 17 and came back with some great tips for AAR members who use AAR eSign and zipForm®.
Here are four tips that might make your next session move a lot smoother:
1. What’s the best way to get zipForm® to work on an iPad?
iPad, tablet and phone users should use the zipForm® Mobile program. Unfortunately, zipForm® Mobile came out after our last contract renewal and is not an AAR member benefit. The cost is $12.95 per year and provides excellent access to forms from mobile devices.
2. What are two ways to create a session in AAR eSign?
Roberts said, “The best way to create a session is to use the eSign print driver function to print forms from zipForms into eSign. This saves you time by not having to upload each document independently and it also automatically adds the signing locations to the forms.
“Or you can log into your eSign account and upload your documents manually. After you’ve done that, you apply a template that does the same thing that the print driver does and puts all the signing locations in the document for you.“
Keep in mind, when you have a locked .pdf document that you need to have electronically signed, you will need to either use the eSign print driver, or recreate the document into a new .pdf by printing and re-scanning.
3. Don’t forget to update your zipForm® templates
Roberts says that zipForm® is great because “it allows users to create templates for different types of transactions like short sales or foreclosures.” But she cautions that templates are just like file folders and have to be refreshed when new forms are updated in zipForm®. A good practice is to do so at least once a year and when you are alerted about updates to your zipForm libraries. Also, the eSign print driver uses the QR scan codes in the bottom right corner of the form to automatically place the signing locations on the form when sending your documents to eSign. You want to make sure your forms have the latest version of this code as well. For directions on how to update templates call AAR Business Services Department or search on zipForm®.
4. AAR eSign signing emails not being delivered to clients
Some clients with a heightened email filter (or AOL accounts) have reported an inability to receive emails from AAR eSign. When a client calls to say they haven’t received the transmission first ask them to check their SPAM and JUNK folders. If it’s still missing you have two options:
- Have your clients add eSign to their safe senders list. For instructions on how to do so, email: firstname.lastname@example.org.
- Re-send the signing invitation to yourself from eSign and forward it to your clients.
Get Help from AAR
As a benefit to members, AAR hosts free webinars every week that teach users how to use AAR eSign and zipForm®. We also have a live class once a month. To see the schedule, click here.
For more help with AAR eSign and zipForm®, visit: www.aaronline.com/efficient-business-tools.