How to Send Documents for Digital Signatures Using Zoho Sign CRM?

Let us learn how to send documents for digital signatures using Zoho Sign from the CRM:
To send a document for e-signatures you need to add or select the following information:

Who should sign the document
What documents should be signed
Email address of the recipient

Sending a document for signing
Now, follow these steps to send an Esign document using Zoho Sign:

Log in to your CRM account.
Click the Main Menu.
Click Essentials.
Look for Collaboration.
Select Esign Documents.
Click +Add Esign Document.

You will be directed to the Create Esign Document screen.

8. In the Who should sign this Document? Section, you can:

Select the module where the Signee 1 contact is present, from the drop-down.
Select the Signee 1 contact from the CRM contacts list.
Once the Signee 1 contact is selected their respective email will appear by default.
+Add Signee button lets you add additional (multiple) signees to the document.

Limitations
The following limitations apply when you use Zoho Sign for digital signatures:

You can add a maximum of 3 signees by clicking +Add Signee.
When you have multiple signees, only after the first signee signs, the second and third signee will be able to sign.
When you have multiple signees, if the first signee discards the document then the second and third signee will not be able to sign.
You can use the Delete icon you can delete the signees added, prior to sending the documents for signature and not once sent.

In the What Documents should be signed section, you can select the document location.

Upload File lets you upload a document from your system. You can either drag and drop your file or browse from the system.
Internal Document lets you upload a document saved in the CRM.
Select Related Module lets you upload a document from its related module and template.

Note: Zoho Sign allows:

You can upload only one document at a time.
File size - not more than 50 MB.
File formats - pdf, text, ms word, png, jpeg, vnd.openxmlformats-officedocument.spreadsheetml.sheet, vnd.ms-excel.

10. In the Add Email Details section, you can:

Enter the Email Subject in the Email Subject field.
Enter the Email Note in the Email Note field.

11. Drag and drop the Signature tab or any other tabs from the Fields section into the document wherever desired.
This lets your signee put in their signature on the document wherever you have positioned it.
12. Click Send.
13. You will be directed to the Esign Documents List View.

You can now view the Esign Documents record added to the List View with status as Sent.

FAQs in this section

How to Send Documents for Digital Signatures Using Zoho Sign CRM?

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