3 Ways to Leverage the Integration between zipForm and DocuSign Transaction Rooms

The last year brought some extensive improvements to the integration between zipForm and DocuSign Transaction Rooms (DTR), including full form editing capabilities within a Transaction Room. Recently, we added the ability for users to fill out zipForm forms within a mobile browser. That addition motivated me to write a quick recap on the three main ways you should be utilizing our zipForm integration today.

1. zipForm through DocuSign Transaction Rooms on a PC.

zipForm works best from your PC's browser; be that Chrome, Safari, Firefox, Internet Explorer, or most other modern browsers. From the web browser, you can access full form editing within a Transaction Room. For a quick walkthrough of how this works, view this video tutorial.

2. zipForm through zipForm® Plus on a PC.

Another benefit of using zipForm from a web browser is the ability to push zipForm forms from zipForm directly into a Transaction Room from the zipForm® Plus web application. The following steps show how easily this is accomplished:

• Click on the dropdown arrow in the upper right of the zipForm Transaction box you're currently working on.

• Hover your mouse over Send to Other System.
• Click Send to DocuSign Transaction Rooms.
• Sign in to your DTR account. Click Sign In.

• Select which DocuSign Transaction Room matches your current zipForm Transaction, or click Create a new DocuSign Transaction Room to create a new one.

• Then click Link to DocuSign Transaction Rooms.

• Lastly, select which forms you'd like to push to the Transaction Room and click Add Documents to Transaction Room.

3. zipForm through DocuSign Transaction Rooms on a smartphone or tablet's browser.

The ability to edit zipForm forms on a smartphone or tablet was added in December 2015. This was a huge addition to the product's functionality because it allowed users to edit zipForm forms through DTR anywhere, at any time. Although you are able to edit zipForm forms on a smartphone, my preferred mobile device for zipForm editing is a tablet, due to the larger screen size and additional functionality. Check out this full walkthrough for more details.

Have you tried any of the three ways of utilizing the zipForm integration with DocuSign Transaction Rooms? If so, tell us your experiences below.

To view the original article, visit the DocuSign blog.

To learn more about managing your transactions with DocuSign, join us for a live webinar this Tuesday, Jan. 19! Seats are limited, so register today!