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

January 15 2016

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.

docusign integration ziplogix 1

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.

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