Recently I was asked by a local real estate agent to help her set up her new iPad 2. We loaded on all of the usual apps that most agents would want like a calculator, Pages, Walk Score, Where, AroundMe, Dragon Dictation, Google Search, Bing, Penultimate, GoodReader, Realtor.com, Trulia, and Zillow.
Then we created icons on her “desktop” for the MLS, Facebook, LinkedIn and a few others.
Finally, she asked me how she could create contracts on her iPad and get the contracts into Docusign so that while she was traveling she could handle any transactional events that might arise.
Easy enough I thought. We’ll just go to zipformonline.com and login with her zipForm account information. Not so fast! CAR and zipLogix feel that it is necessary to charge an additional $9.95 a year for the privilege of accessing this member benefit on a mobile device!
OK, so maybe they want to recover their development costs of porting the program over to a mobile device, and if you buy this right now it’s prorated down to $4.12. But, really???
Once the payment was made we were able to log in to zipformonline.com and create documents from the C.A.R. forms library. It works a bit differently than the the desktop version, but ultimately you can create forms on your iPad or iPhone.
Then we went to the app store and downloaded the FREE Docusign app for the iPhone and iPad (Did you notice the FREE price tag C.A.R.?)
Then the fun began. There is no way to get the document from zipForm to Docusign on the iPad! (without relying on a desktop computer). There is no eSign button in the zipForm mobile version! In what universe would you create a mobile version without a way to get the document to an online signing program such as Docusign?
On the Docusign side of the street, they have several ways that things could be brought in including Google Docs, Box.net (But not DropBox!), Templates and Drafts. After much time was wasted, I stumbled upon a solution that I will give to you. While on your iPad, create a document in zipForm. Get all the forms together that you need for the transaction and then email it to the address that you use to access Docusign (This is critically important). Then once you have done that, open up the email that you received from zipForm and FORWARD it to firstname.lastname@example.org (Also critically important!).
Once you have done that open up the Docusign app on your iPad and Start a new envelope. When you are asked where to get the documents for the Envelope, select Drafts. Voila! If you carefully followed these instructions, the documents that need signatures will be available. just select the file and proceed with completing the signing envelope. And the entire process can be completed on the iPad!
Thanks zipLogix and Docusign for turning what should have been a seamless process (Like the desktop versions) into an arcane trip down the rabbit hole. I expected more from two industry leaders such as yourselves.