Digital Signing Tools: Basics and Best Practices

This session provides a clear overview of the digital signing options available through zipForm® and Transact. We will walk through how each tool works, how to prepare documents for signing, and how to keep your transactions compliant while giving clients a smooth, modern signing experience.

In this webinar, we will cover:

• How to send documents for signature in zipForm and Transact
• Overview of built-in signing tools and third-party integrations
• Setting signer roles and preparing forms correctly
• Tracking status, managing reminders, and reviewing completed signatures
• Tips for avoiding common mistakes during the signing process

Join us to learn how to streamline your workflow with reliable digital signing tools.