The process involves two-steps as described below:
Integrating Office 365 with Zoho Sign account
Inviting users from Office 365
Integrating Office 365 with Zoho Sign
You can integrate your Office 365 with Zoho Sign in two ways:
From Office 365 Marketplace
From Zoho Sign website
From Office 365 Marketplace:
Go to Office 365 Marketplace and search for Zoho Sign.
Click the GET IT NOW button in the Zoho Sign page there, follow the on-screen instructions and complete the login process.
From Zoho Sign website
Log into Zoho Sign from here: https://accounts.zoho.com/signin?servicename=ZohoSign
Click the Sign in with Google or other IDPs option
Click the Office 365 option, follow the on-screen instructions and complete the login process.
That's it, you are now ready to import users from Office 365 into Zoho Sign.
After associating your Microsoft Office 365 account with Zoho Sign, the next step is to import users in Office 365 to Zoho Sign.
Log into your Zoho Sign account with the Sign in with Office365 option
Go to Users >> Add Office 365 Users
You will see the list of users on your Office 365 account displayed there from which you can select the users whom should get access to Zoho Sign.
Once imported, users will be sent an email to join your organization.
Users should click the 'Join Organization' email and become part of your Zoho Sign account.
They can now start sending documents as required and get them signed easily.
There's also an option to export (save to cloud) and import documents into OneDrive directly from Zoho Sign.
Important Note: You need a valid Office 365 subscription with admin privilege to try this feature.
Please Note: Go ahead and try this new feature. For any queries please feel free to write to us at
support@zohosign.com or comment in the section below.
Happy Zoho Signing!
Regards,
Chandramouli Dorai
Writer is a powerful online word processor, designed for collaborative work.