Automating document approval and signing with Zoho Writer and Zoho Sign
Hey Zoho Writer Community!
Here's another automation tip to make your processes more efficient!
Here's another automation tip to make your processes more efficient!
Question: Can I send a document for client approval first, then automatically send it for signing with Zoho Sign if they approve? Since it's the same person approving and signing, can we skip the signature during approval?
Answer: Yes! You can achieve this workflow by configuring the approver and signer settings in the Merge and Sign option in Zoho Writer's merge template.
Steps to configure approver and signer
- Create a merge template.
- Add two signers (Signer A and Signer B) from the left panel (Fields → Signer Fields → Add Signer).
- Assign all signer fields to Signer B and not Signer A.
- Make sure Signer A is marked as the Approver and Signer B as the Signer.
In this scenario, both the signer and approver will have the same email address, as it's the same individual. However, ensure that distinct names are entered for each role. - Enable the Sign in the above order option.
- Execute the merge and sign process. The document will first be submitted for approval and then, upon approval, for signing.
Remember:
- You need a paid plan in Zoho Sign to use the approver option.
- Ensure you've configured both the approver and signer roles.
- Set the signing order by checking the Sign in the order above option.
Give this a try and let us know what you think in the comments. Need assistance? Feel free to write to support@zohowriter.com or support@eu.zohowriter.com.
We'll be back with more updates soon. Stay tuned!
Until then,
Happy automating!
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