Working with Entity Clients - Using a Signing Representative

Today we're going over how to assign and designate a Signing Representative, inside of your Transactions (zipForm Edition) account We will start by opening our Transaction, and from the summary tab, we will click on the Parties tab Select the party that will have a representative signing on its behalf Right now, I have the name of the person signing in these fields, but this will need to change to accommodate the entity buyer We will enter the full name of the entity, a Trust in this case, into the “First Name” field We will then scroll down and use the Signing Representative Fields to identify the name and email of the individual representing the entity The entity name entered in the first name line and the signing representative information will inform your documents and signing packets in different ways The entity information is what will show up on the form itself The signing rep will show up as the signature during a signing session. We will click save to move on Our Signing Representative has been saved When we open the RPA, we can see the buyer is shown as the full name of the trust You may have noticed that the full name of the trust is not showing up on this page of the contractOn page 15, paragraph 33 should be used to input the full and complete name of the trust, as well as the name of the legally authorized signer, and their title Now when we start a new signature packet, we will begin by adding our participants We will select Add From Transaction As you can see, the name of the buyer now shows the full name of the Representative and not the entity Click select Now we can see that our signing rep is shown and the RPA outlines their representative capacity Our packet is now ready to be signed by the signing representative Stay tuned for more zipTips, from the zipGuys 0:00 Intro 0:13 Enter Entity Information 0:39 Enter Signing Rep Information 0:50 What is the Difference? 1:16 In the Form 1:26 Page 15 - Representative Info 1:42 Digital Signatures