FAQs in this section
What is Zoho Sign?
What is Zoho Sign Used with Vtiger CRM?
What are the Benefits of Using Zoho Sign?
What are the Prerequisites for using Zoho Sign with Vtiger CRM?
How to Install Zoho Sign?
How to Configure Zoho Sign with Vtiger CRM?
How to Send Documents for Digital Signatures Using Zoho Sign CRM?
What are the limitations of using Zoho Sign for digital signatures?
What is Ensign Documents - List View?
What is Esign Documents - Detailed View?
How to disable Zoho Sign?
What is Ensign Documents - Summary View?
Table of Contents
Let us understand the Summary View of an Esign Documents record.
Clicking the List View Esign Documents record, you will be directed to the Summary View of the Esign Document record as shown below.
You can view the following in the Summary View:
Clicking the List View Esign Documents record, you will be directed to the Summary View of the Esign Document record as shown below.
You can view the following in the Summary View:
- In the Details section, the following is displayed -
- Name: Signee name.
- Recipient Email: Signee email address.
- Sent On: The day you sent the Esign Document.
- Signed On: The day the Esign Document was signed by the signee.
- Status: Esign Document status.
- In the Activity section, you can view the comments you received and posted for the specific Esign Document.
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