Electronic Signature in Writer - Some Significant Updates
Writer integrates with
Adobe Sign and
DocuSign to help you send documents for electronic signature. We wanted to make the current process simpler, and also accommodate additional features and signature fields in both Adobe Sign and DocuSign.
Starting from
today, we're rolling out some changes in how you can add/delete signature fields and more in Writer.
Before you send documents for signature, you need to sign up with one of the above third party software. For Adobe Sign, please make sure that you sign up for an
enterprise account, and
not a business account.
To Set Up your Document for Electronic Signature:
1. Add your Adobe Sign and/or DocuSign accounts to Writer:
- Click on Distribute button at the top-right side of the screen and click on Electronic Signature button from the top menu bar. Alternatively, you can click More Options icon > Tools > Electronic Signature.
- Select Adobe Sign/DocuSign from the drop-down.
- Click on Next in the pop-up that follows.
- Complete adding your account by entering your credentials.
- You will be taken back to Writer upon successful completion of your login process.
2. You will now be asked to
upload
the document to your electronic signature account. Click
Upload button to begin the process.
3. Follow these steps to complete your e-sign process:
DocuSign users (From Step 4):
http://bit.ly/2kMGqu9
Adobe Sign users:
https://adobe.ly/2kJRepA
To Use Electronic Signature in Mail Merge:
Additionally, you can also send your document for electronic signature using Mail Merge option in Writer. Here's how:
a. Click on More Options icon > Tools >
Mail Merge.
b. Select your
Data Source and import your contacts.
c. Click on
Electronic Signature button from the top menu bar.
d. Follow
steps 1 to 3 as mentioned above.
Note: Users currently logged into Adobe Sign in Writer will be asked to log in again. We apologize for the inconvenience caused.
Do write to us at support@zohowriter.com if you need additional assistance.
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