Transactions with Zipforms/Docusign/Command
JT

Jannel TheTech

Created Mar 13, 2023

Transactions with Zipforms/Docusign/Command

851
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First make sure you have an opportunity created

How to create an opportunity

https://answers.kw.com/hc/en-us/articles/360016335953

If you need the submitting for compliance part>Skip to bottom of page

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Zipformplus

26 Steps
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Go to ZipformsPlus.com

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Go to transactions tab and click new

Go to transactions tab and click new
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Here you can choose if your transaction type

Here you can choose if your transaction type
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Fill in the data

If you choose zipForm Record-Connect™, it will pull in the data from the owners

Fill in the data
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Click on My Templates

Click on My Templates
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Click on your own personal templates or you can use the Global KWCV Office Templates (Not filled out) if you have them created. Once selected, click save.

Buyer or Listing depending on your transaction type

Click on your own personal templates or you can use the Global KWCV Office Templates (Not filled out) if you have them created. Once selected, click save.
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It will redirect you to the Summary Tab

It will redirect you to the Summary Tab
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Click on Documents…

Click on Documents…
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Click on Add Folder

Here you want to create a folder for the signed documents to be in

Click on Add Folder
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Type "Signed documents from (date sent)"

Type "Signed documents from (date sent)"
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Click on cover sheet

Click on cover sheet
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Click on Open in New Form Editor

For which forms are needed: https://www.lifeatkwcv.com/file-share/0ac040a2-f7d7-4b71-844f-0b72b1df4ecb

Click on Open in New Form Editor
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Click and drag forms you are wanting to send and place them on bottom of coversheet

Click and drag forms you are wanting to send and place them on bottom of coversheet
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Click on PARTIES

Click on PARTIES
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Click on Add >Add New Party> Here add all roles involved including you and broker

You can see the information populate on the pages as you type

Click on Add >Add New Party> Here add all roles involved including you and broker
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You can also click on Listing Info to add information

You can also click on Listing Info to add information
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Click on forms and fill out all information you will need to prior sending

Click on forms and fill out all information you will need to prior sending
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Select the forms you want to send and then click the pencil to send for signing

*Don't send the cover sheet* make sure that box isn't checked

Select the forms you want to send and then click the pencil to send for signing
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Click on SEND TO ALTERNATE ESIGN

Click on SEND TO ALTERNATE ESIGN
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Click on Choose a folder for returned signed documents to go into automatically

Here is where you select the folder we made earlier

Click on Choose a folder for returned signed documents to go into automatically
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Click on NEXT

Click on NEXT
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Select the parties you are needing to sign

Select the parties you are needing to sign
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Click on Close

Click on Close
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Click on NEXT

Click on NEXT
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Make sure that the recipients all have the correct signing boxes and then you are good to send!!

You select the recipient to see the different views for each person signing

Make sure that the recipients all have the correct signing boxes and then you are good to send!!
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Now you are ready to submit for compliance

How to submit for compliance in command

https://answers.kw.com/hc/en-us/articles/360034202573-Attach-Compliance-Documents-to-an-Opportunity-

After that make sure you do the offers and commissions tab
https://answers.kw.com/hc/en-us/articles/360058601913-Submit-a-Commission-Request-for-an-Opportunity

Well done!
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