Hello,

We take immense pleasure in announcing the launch of an enhanced Zoho Sign integration within Zoho Writer to help automate signature collection.

Earlier, you could only sign and send documents on Writer, or upload Writer documents to Zoho Sign and operate on them from the Sign UI to collect signatures. This latest enhancement, however, makes it simpler and much more convenient by enabling you to create documents, add signers, insert and customize signature fields, send documents for signatures, and track the documents sent - all on Writer, from just the document editor screen. Additionally, you can now add text tags for automatic field-mapping and build custom signing workflows for your documents from Writer itself. 

Start using this updated integration and say 'no' to spending time on printing documents, writing multiple emails, uploading and sharing documents through other complex software, or running up and down, when you need to obtain signatures. Initiate and automate signing workflows directly from the document, to collaborate efficiently and give your productivity a significant boost. 

Prerequisites:

All you need is a Zoho Account with access to Zoho Writer and Zoho Sign.

Note: Users using older versions of the Writer web app must upgrade to Writer 5 to access these enhanced integration features. To upgrade, open any document from the Writer app, and click UPGRADE TO WRITER 5 at the bottom of the page.

Leveraging Text Tags:

Alternatively, you can insert signer fields without initiating a sign workflow by just adding the equivalent text tags in your documents as you type, wherever required. As stated earlier, Zoho Sign can detect these tags and automatically map the corresponding form fields when the document is sent for the signing process. 

In long documents, you might waste a lot of time when setting up the signing workflow, as you scroll up and down looking for suitable positions to insert the signer fields. Inserting these fields in the middle of pre-formatted text using the workflow UI might also change the shape and orientation of the document. By using text tags to place signer fields in the document, you can save all this trouble and just directly proceed to sending the document for signatures.

Fields supported by text tags are: Signature, Initial, Company, Full Name, Email, Sign Date, Job Title, Textfield, and Checkbox. 

To learn more about text tags usage, click here.

Note: All branding associated with your Zoho Sign account will also be associated with the signature request emails for the documents you send to signers directly from Writer. Click here to learn more about branding in Zoho Sign. 

Go ahead and try this new integration. For any queries, please feel free to write to us at support@zohosign.com or comment below.

Happy Zoho Signing!