How to Configure Zoho Sign with Vtiger CRM?

​​​Let us learn how to configure Zoho Sign with the Vtiger Esign Documents module. This process involves navigation between Vtiger CRM and Zoho Sign screens. 

Follow these steps to configure Zoho Sign with Vtiger CRM:

• Step 1: Zoho API Console Configurations
• Step 2: Retrieving Client ID and Client Secret
• Step 3: Go to Vtiger CRM Esign Documents Module
• Step 4: Configure Zoho Sign with Vtiger Esign Documents

Step 1: Zoho API Console Configurations

Follow these steps for Zoho API Console configuration:

1. Login to Zoho API Console - https://api-console.zoho.in/

Note: 
zoho.eu - for European DC
zoho.com.au - for Australian DC
zoho.com - for American DC

2. Click your Zoho account if displayed.

Or, if your account is not displayed:

1. Click +Add Client.
2. Select Server-based Applications.

3. You will be directed to the Zoho API Console screen. 

1. 
   
    

 

1. Client Name - Your Zoho account username.
2. Homepage URL - Name of the main page of your website. For instance, with Vtiger CRM the Homepage URL would be vtiger.ws 
3. Authorized Redirect URIs - The callback URL, which is your instance URL + Zoho Sign callback URL. For instance, with Vtiger CRM the Homepage URL would be :

 

5. Click Create. 
   1. Click Update if you are updating instance URL information. 

Step 2: Retrieving Client ID and Client Secret

1. Click the Client Secret tab.

2. Copy Client ID and Client Secret using the copy icon. (To a Notepad or a document.) 
3. Now, go to Vtiger CRM.

Step 3: Go to Vtiger CRM Esign Documents Module
Follow these steps to go to Vtiger CRM Esign Documents Module:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Click Essentials.
4. Look for Collaboration.
5. Select Esign Documents.

You will now be directed to the Esign Documents module.

Step 4: Configure Zoho Sign with Vtiger Esign Documents
Follow these steps to configure Zoho Sign with Vtiger Esign Documents:

1. Click Configure Service.

 

2. Select Zoho Sign.

3. Add Configuration Details popup opens.

4. Paste the copied Client ID in the Client ID field.
5. Paste the copied Client Secret in the Client Secret field.
6. Enter the subject of the email in the Email Subject field.
7. Click Authenticate.
8. You will be directed to the Zoho Sign sign-in screen shown below.

9. Enter your Zoho account email address in the Sign In field.
10. Click Next. You will be directed to the ZohoSign screen shown below.

11. Click Accept. You will be redirected to the Esign Documents screen.

With this, you have successfully configured Zoho with the Vtiger CRM Esign Documents module.
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