Transactions with Zipforms/Docusign/Command

  1. 1. 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

Zipformplus

  1. 2. Go to ZipformsPlus.com

  2. 3. Go to transactions tab and click new

    Go to transactions tab and click new

  3. 4. Here you can choose if your transaction type

    Here you can choose if your transaction type

  4. 5. Fill in the data

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

    Fill in the data

  5. 6. Click on My Templates

    Click on My Templates

  6. 7. 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.

  7. 8. It will redirect you to the Summary Tab

    It will redirect you to the Summary Tab

  8. 9. Click on Documents…

    Click on Documents…

  9. 10. Click on Add Folder

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

    Click on Add Folder

  10. 11. Type "Signed documents from (date sent)"

    Type "Signed documents from (date sent)"

  11. 12. Click on cover sheet

    Click on cover sheet

  12. 13. 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

  13. 14. 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

  14. 15. Click on PARTIES

    Click on PARTIES

  15. 16. 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

  16. 17. You can also click on Listing Info to add information

    You can also click on Listing Info to add information

  17. 18. 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

  18. 19. 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

  19. 20. Click on SEND TO ALTERNATE ESIGN

    Click on SEND TO ALTERNATE ESIGN

  20. 21. 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

  21. 22. Click on NEXT

    Click on NEXT

  22. 23. Select the parties you are needing to sign

    Select the parties you are needing to sign

  23. 24. Click on Close

    Click on Close

  24. 25. Click on NEXT

    Click on NEXT

  25. 26. 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!!

  26. 27. 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