Zipform Templates and DocuSign - Jan 2012 Question Title * 1. Your First and Last Name: Question Title * 2. Your office number: Question Title * 3. Activity: In ZipForm, each person should create one office template for your agents’ use under the office login. Once complete, enter the name of the template below or email the name of the template you created to jdines@realestateone.com. Question Title * 4. Adding and removing agents in ZipForms is whose responsibility? The Help Desk The Office Admin Licensing Dept The Sales Manager Question Title * 5. Reinstating an agent's ZipForms account is a simple process. True False Question Title * 6. It is important to remove an agent from ZipForms when they leave the Brokerage because... There is a limited number of seats on each library. We pay extra for inactive agents. We are no longer responsible for their transactions. ZipForms is proprietary to the REO Family. Question Title * 7. To create a ZipForms template for all agents in the office to use you must login as: The Sales Manager. The Help Desk. The Office Administrator. Each Agent Individually. Question Title * 8. Every ZipForms template should include the Cover Sheet. True False Question Title * 9. Every REO Family agent has been sent an email to activate DocuSign. True False Question Title * 10. To link a DocuSign account to a ZipForms account you must sign in to ZipForms as the agent then: Click "Profile" on the right side of the page. Enter DocuSign Login info in "Service Information" section. Select "eSign" from the dropdown menu on the "Home" page. Click "Forms" > "Tools" > "Options" > "eSign" then enter DocuSign info. Do nothing, the two systems sync automatically. Question Title * 11. A user can create Docusign form templates for their own freqently used documents. True False Question Title * 12. A package of forms from Docusign that can be sent to the parties of a transaction for signatures is called a: Packet Envelope Folder File Question Title * 13. Online training for DosuSign can be found: In Downloads. at www.docusign.com/support. at www.zipformsonline.com. On the Company Blog. Done