コミュニティユーザー Q&A #2　電子署名編（Zoho Sign）

コミュニティユーザー Q&A #2　電子署名編（Zoho Sign）

こんにちは！ Zoho コミュニティチームの中野です。

「コミュニティユーザーQ&A」では、イベントで取り上げたユーザーさんからの質問とそれに対して行われたディスカッションをコミュニティチームの独断と偏見でピックアップし、関連する情報とともにをこちらで共有します。
第2回目の投稿では、「Zoho Sign で電子署名を行う方法」をご紹介します。

質問：Zoho CRM の差し込み文書で作成した書類に、Zoho Sign で電子署名したいのですが、
他のユーザーさんがどのような流れで署名を行っているのかを知りたいです。

回答：
以下の手順で連携を行なってください。Zoho CRM とZoho Sign を連携していないと仮定して回答します。

1. Zoho CRM とZoho Sign の連携
CRMの 設定＞マーケットプレイス＞Zoho からZoho Sign を選択し、連携します
2. 署名をする書類の準備
3. CRM の対象のタブから「Send with Zoho Sign」を選択（今回は商談タブから作成します）
4. 書類を選択 / 署名者情報を追加


連携が完了すると、「見込み客」、「連絡先」、「取引先」、「商談」タブの詳細ページに、「Send with Zoho Sign」というボタンが表示されます。このボタンから署名文書を送信できます。

回答者：前提として、CRM とSign の連携、書類の準備が完了している状態であることを想定して回答します。
署名までの流れは以下の通りです。

1. 対象のタブ*1 から、Send with Zoho Sign をクリック
*1. 今回は商談と関連付けられた書類を扱うため、商談タブとします。



2. 署名する書類を以下から選択、またはドラッグ＆ドロップしてください。


3. リマインダーの送信も可能です。フォローアップが必要な場合は設定してください。



4. 必要な項目（本説明では、署名、印影とします）をドラッグ＆ドロップで設定します。
「送信する」で先方に署名リクエストを送ることが可能です。


以上が流れとなりますので、連携を完了し、書類を準備しておけば2～3ステップで完了できます。


補足情報１：
Zoho CRM の見積書、請求書タブから作成した書類の電子署名については、以下をご確認ください。

見積書（請求書）タブ＞見積書（請求書）レコード＞Send with Zoho Sign ＞対象ファイルをドラッグ＆ドロップまたは文書：テンプレート から対象の書類を選択して対応ください。



補足情報２：メール通知について、署名依頼やリマインダーなどで使用するメールの編集が必要な場合、以下の通りZoho Sign 側で設定を行うことが可能です。

・設定＞メールテンプレート



補足３：
書類PDF化の際に文字化けが起きる場合は、以下のヘルプ記事をご確認ください。

IPAP Gothic、IPA Gothic、IPA Mincho、IPAP Minchoを使用することを推奨しています。
＊日本語環境でのみ選択可能なフォントです。


いかがでしたでしょうか？
皆さんの運用方法についても、この投稿にコメントをつける形で共有してみてください。
また、関連情報についても以下の通り共有しますので、ご確認ください。

《 Zoho Sign 関連のヘルプ記事 》


*見積書や契約書など、社内承認が必須の書類を扱う際にご使用ください。


    Access your files securely from anywhere

          Zoho Developer Community

              Bootcamp
              Community
              Pricing
              Webinars
              What's New
              Integrations
              Contact Support
              Contact Sales

                Zoho Survey Resources
                  Features
                  Survey Templates
                  Integrations
                  Community
                  iOS Mobile Surveys
                  Pricing
                  Android Mobile Surveys
                  Insurvey Blogs
                  Insight Blogs
                  Tips & Tricks





                                Latest Feature Updates


                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day




                                        Zoho Marketing Automation
                                          Zoho SalesIQ Resources

                                                • Sticky Posts

                                                • 【ZOHO】コミュニティユーザー自己紹介のトピック

                                                  日頃よりZoho Japan Communityをご愛顧いただき、ありがとうございます。 おかげさまで昨年より、フォロワー数も増えてまいりました！ 人数も50名を超えてまいりましたので、改めて運営しているZohoメンバーの自己紹介の場、また皆さまがご自身を紹介できる場を目的とした、トピックを作らせていただきます。 これからご参加いただく方も、立ち上げ当初からお付き合いいただいている方も、よろしければ当スレッドのReply欄からご自由にコメントいただければ嬉しいです。（オンラインフォーラムは現状オープンなフォーラムとなっているので、記入できる範囲で構いません） スライドテンプレートもご用意いたしましたので、もし良ければご自由にご利用ください。下記のリンクからダウンロードいただけます。 https://zurl.co/lC7N  テキストのみのコメントでももちろんOKです。 — 自己紹介例 【お名前（ニックネーム）】 【利用中のZohoサービス】 【ユーザー歴】 【ご利用人数】 【興味のあるZohoサービス】 【Zohoを利用し始めた、興味を持ったきっかけ】 【活用している主なサービスや機能】

                                                • 【ZOHO】オンラインフォーラムのご利用について

                                                  こちらでのディスカッション、またそれ以外でも普段より、様々な投稿/コメントで支えていただき、ありがとうございます。 オンラインフォーラムの運営に関しては、まだまだ完璧ではなく、 それゆえに皆さまにご不便をおかけしている部分もあり恐縮ですが、いただいたご意見も参考にしつつ、少しずつ試行を重ねています。その上でにはなりますが、改めてオンラインフォーラムの方針と別投稿にて機能要望に関する対応に関し、共有いたします。 Zoho Japan Community オンラインフォーラムについて ・Zoho製品を利用するユーザー様同士の交流、ノウハウ共有を目的としたオンライン掲示板です。 　製品に関するご質問、ご意見につきましては、オンラインフォーラム上で、Zoho側からの回答を保証するものではありません。 ・コミュニティ運営に関わる投稿など、一部ゾーホージャパンからもコメント/投稿を行わせていただくことがあります。 ・製品に関する投稿の、Zoho側からの確実な回答をご希望の場合は、以下の方法をご検討いただけると幸いです。 ＜製品に関する質問に対し、確実にZoho側からの回答が欲しい場合＞ ・ご購入前：sales@zoho.jp

                                                • Zoho Japan Community オンラインフォーラムの利用案内

                                                  この度は、Zoho Japan Communityのオンラインフォーラムにご参加いただき、ありがとうございます。 ご利用にあたり、以下案内をご一読願います。フォーラムの使い方に関してはこちらをご確認ください。 1. オンラインフォーラムの利用について  オンラインフォーラムに投稿、リアクションを行うには、ユーザー登録が必要となります。 登録情報に関しては、パスワードを適宜変更するなどして自己責任での管理をお願いします。 ユーザーは、自由にオンラインフォーラムのユーザー登録から退会できます。なお、オンラインフォーラムから退会しても、当該ユーザによる投稿は引き続き掲載することがあります。


                                                Manage your brands on social media
                                                Access Zoho Social

                                                  Zoho Pagesense Resources


                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Problem with multiple pages record template

                                                                                                    Hi, I have a record template with multiple pages. When I print, it has gaps between pages. How can i fix it?

                                                                                                  • Field Update: can't find a custom multi-line text field in the options list

                                                                                                    I want to update a custom text field (large size multi-line: 32000 characters) that I have added in the Accounts module using this functionality https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/field-updates , but I

                                                                                                  • Zoho One Datensicherung möglich

                                                                                                    Gibt es eine Zoho One Datensicherung über alle Apps mit eindeutigen Datensatz-Id´s eines Kontaktes in allen Apps und mit allen Bildern (insbesondere Artikel-Bilder)? Wir haben festgestellt, dass die Zoho Books Datensicherung keine Bilder sichert. Und

                                                                                                  • Pop Up

                                                                                                    Hello, I want to automatically display the information of the attached data in the product module in the related list section of my data in the lead module when the current time matches the "Call Time" field of my data in the leads module. How can I achieve

                                                                                                  • New feature alert: Witness signing is now available in Zoho Sign

                                                                                                    Hello! Getting documents signed with confidence in Zoho Sign just got a major boost! We're delighted to introduce witness signing, where other individuals or entities can be designated as witnesses to observe the signing process and add their signatures

                                                                                                  • How to report and analyze a multi-select field entries distinctly ?

                                                                                                    As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries

                                                                                                  • Get the capability to convert documents to different formats

                                                                                                    Hello users, In this article, we'll be exploring the Conversion API in Zoho Office Integrator to understand how it can be used to convert documents to different formats right from your web app. Before we get to the details of the Conversion API, here's

                                                                                                  • Issues with certain CRM, Desk & webhook blocks in Guided Conversations

                                                                                                    Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: Cannot

                                                                                                  • Use Zoho Creator as a source for merge templates in Zoho Writer

                                                                                                    Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from

                                                                                                  • Can't delete/hide related lists

                                                                                                    Hi, Maybe I'm missing something, but I can't seem to find where I delete or hide related lists in a module. When I go to a record and click the little arrow on the right next to the related list, I only get the option to select what fields in that list

                                                                                                  • Make Widgets Clickable or Copiable

                                                                                                    Hi, I created a KPI Widget in Zoho Analytics whose content I would like the users that see my dashboard could copy or click and be redirected elsewhere. Yes, I'm aware I can create a Text Box for that instead of a Widget, but the problem is that the link

                                                                                                  • Address Autofill

                                                                                                    Hi I'm having issues with the address autofill tutorial (https://zurl.co/rGXQ). I have followed each step in the tutorial, but when i paste the code into a workflow/function, i'm getting the following error code: Improper code format Correct format :

                                                                                                  • Sync custom module ID to Lead module

                                                                                                    Hello, I am trying to sync Contract ID (custom module) from Deal module. I have an existing function that whenever a contract is created, it will automatically creating deals based on the frequency of the contract. Now i am having problem to show the

                                                                                                  • In Kiosk, please support "File upload field" in the "Field Update" action

                                                                                                    Hello. Supporting "File upload field" in the "Field Update" actions would be a great addition to Kiosk Studio. I would appreciate it if you could evaluate it. Saludos,

                                                                                                  • can I link a contacts to multiple accounts

                                                                                                    can I link a contacts to multiple accounts

                                                                                                  • Change Last Name to not required in Leads

                                                                                                    I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

                                                                                                  • For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.

                                                                                                    Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "

                                                                                                  • Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management

                                                                                                    Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February

                                                                                                  • Power of Automation :: Automatically set the dependency between Parent task and the respective sub tasks

                                                                                                    A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

                                                                                                  • Spell Check default language

                                                                                                    Hello All, Is it possible to set the Spell Check default language? I can't find it in the settings. Thanks a lot! Levente

                                                                                                  • Function #4: Schedule Customer Statements

                                                                                                    Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

                                                                                                  • Music files on Zoho Docs

                                                                                                    1) Uploaded a ma3 music file from Itunes.  When I click on the link, i go to the page and see a music player but it doesn't play.  Clicking on the play arrow does nothing.  How to fix???? 2) Also, when i put up a .zip file  and goto the page, anyone download it.  That's fine. But with a music file, all I get is that non functional player with no way to simply download the song. Do I have to zip every song so it can be downloaded?

                                                                                                  • Restrict Employees Access to Zoho Support

                                                                                                    Dear Zoho Support Team, Greetings! I am the focal point for all Zoho-related matters in our organization, and I would like to request the following features to help us streamline and centralize our support interactions. We request that zoho one support

                                                                                                  • How to import timesheets or entries into a projecgt

                                                                                                    How can one import timesheets into a project via a csv file?

                                                                                                  • Issues with Agent Forwarding Card in Zobot

                                                                                                    I implemented an Agent Forwarding Card in a Zobot that I created. There are a few issues with the way the card functions in an actual chat. The way it is designed right now is not easy to use and is not intuitive. Here are a few of the issues I have with

                                                                                                  • Automatic License Management Upon User Deactivation in Zoho One

                                                                                                    Dear Zoho Team, We would like to propose a feature enhancement for Zoho One regarding license management. Currently, when a user is deactivated, their license is not automatically downgraded or removed from our account. Zoho explains this behavior by

                                                                                                  • Shared Snippets Everyone

                                                                                                    Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets

                                                                                                  • Introducing parent-child ticketing in Zoho Desk [Early access]

                                                                                                    Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

                                                                                                  • How to suppress display of "USD" of currency field?

                                                                                                  • When is Zoho Vault getting fuzzy search?

                                                                                                    Seeing posts on here dating back as far as 3 years complaining about Vaults search functionality. It’s terrible. Please include fuzzy search, and sorting of results according to “most applicable”; not just alphabetically.

                                                                                                  • Automation#22 Track Ticket Duration at Specific Status

                                                                                                    Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s

                                                                                                  • Self-Support Portal invites

                                                                                                    I'm a one man operation and I'm using the free version of the Zoho Desk for now, but I am in need of help. When I do test tickets, I get a reply from the system inviting me to join the Self Service portal. I don't plan on using that, so I wonder if there

                                                                                                  • Tip #10: Automatically add tags to Zoho CRM records using form responses

                                                                                                    You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a

                                                                                                  • Understanding response time

                                                                                                    We have the following set up for our SLA. When a contact first writes in, the response due and resolution due dates are set. When one of our agents responses, the response due goes away. When a ticket gets a response from the contact, it appears to reset

                                                                                                  • Publish multiple languages at once in Knowledge Base

                                                                                                    Does anyone know if it is possible to publish multiple translated articles at the same time? My knowledge base has about 35 languages, and while I have them set up to automatically translate, I still have to go in and select each language and manually

                                                                                                  • Canvas and Related lists

                                                                                                    Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicating this

                                                                                                  • Email address ZOHO suggestions in replying - how to delete unwanted suggestions?

                                                                                                    Hi, I have some "unwanted" email addresses suggestions by ZOHO, and made some mistakes by replying for some tickets already. How can I clear this in ZOHO directly, I deleted all web browser history and cookies . Did not help :/ Below example, where one

                                                                                                  • Subform edits don't appear in parent record timeline?

                                                                                                    Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

                                                                                                  • Zoho Learn vs. Trainer Central

                                                                                                    Hi, I'm currently using Zoho One with a WordPress-based website and WooCommerce to manage my online courses. I would like to know what is the difference between Zoho Learn and Trainer Central and if it's possible for these two platforms to replace WP

                                                                                                  • How to Display a Logo Image on a Public Form?

                                                                                                    I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:

                                                                                                  • Next Page