Tip #05: Sending documents for sign collection using Writer
Entering into a business contract with multiple clients? Looking to collect all their signatures? Writer can help optimize your processes, and save time.
Writer is integrated with Zoho Sign to let you go from creating contract templates to sending them out for signature collection and tracking the entire process, all from a single platform.
Here's how you can create a signature collection workflow in Writer:
1.
Prepare your template document
Start by creating your contract and inserting necessary fields (like signature and date). You can insert signature fields by going to
More Options > Insert > Signer Fields
.
Add the signer fields from the
Add Signer
tab and the relevant fields for each signer from the Insert Field for Signer tab. Once you've created the contract, you can save it as a template. This way you can use the same document to create multiple contracts.
To save a document as a new template, go to
File > Save as Template.
Now that you've created your contract with the required fields, you can decide how and by whom the contract should be signed.
2. Set up your sign workflow
Start by adding all the signer details. Go to the Automate tab > Start New Sign Workflow >
Setup Sign Workflow
.
From the
Signer Details
tab, add all the signer email addresses and choose in what order you want your signers to sign the contract. Additionally, you can add a personalized message along with the mail that will be sent to the signers
—
if you'd like to provide them more background information regarding the contract and its purpose.
3. Choose output and set deadlines
Apart from setting up your signature workflow, Writer also lets you access additional settings to help you stay in full control of your sign processes.
- Once you've entered all the signer details, go to Advanced Settings. From here, you can choose what to do with the document once it's signed—with options including bulk-send, mail, store and download.
- The Expiry and Reminder option lets you set the last date for signers to sign the document and send them automatic reminders to avoid delays. You can also keep your reviewers (if any) in the loop by adding their email address in the Cc/Bcc option. This will send them copies of the fully signed documents automatically.
Now that you've set up your sign workflow, hit Send for Sign.
4.
Track progress
After the document has been sent for signature collection, you can view the progress—who has signed the document and who is yet to sign. To do this, click on
View Signer Status
.
You now have all the signatures you need, without having to go back and forth individually emailing each signer. And the best part? All this happens right within Writer, completely paperless.
Here's a video explaining how you can easily set up your sign workflow and get your documents signed.
Happy Writing!