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!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Rhema R
Sticky Posts
8 Neat Tricks in Writer You Should Know About
Want to get the most out of Writer and speed up your work? You've come to the right place. We've compiled some productive shortcuts in Writer that can help you get work done more quickly: 1. Look up synonyms No more need for a bulky thesaurus! Use Writer's synonym suggestions to explore different word choices, and find the one that fits your style and tone the best. All you have to do is right-click on a word, and select Synonyms from the dropdown list. 2. Insert images, tables and more TypingTip #26: Filter your records before merging a document
Tom is an HR executive who has to send onboarding emails every month to newly joined employees. He has a master spreadsheet with all the employee details, and new employees are added to them as they join. It's the month of March and Tom has to send onboarding emails to employees who've joined this month. But, how is Tom going to go through a big spreadsheet with multiple new and past information, and send onboarding emails to the set of newly joined employees? Simple, by filtering and mergingTip: #11 Collaboratively fill documents with your colleagues and clients
Last week we talked about how Fillable Fields can help you create contracts and proposal templates you can repurpose across your processes. This week, we'll talk in detail about how to collaboratively fill those templates with your clients and team. Say you've entered into a contract with multiple clients but the final contract amount is still under negotiation. Using fillable fields, partners can quote their contract fee directly in the template document without affecting other areas of the document. YouTip #07: Five best defaults in Writer you can change to complement the way you work
Find yourself adjusting settings to the way you like every time you create a new document? Try tweaking the default settings instead. From font styles to auto correct options and more, here are the five best defaults settings you can control. 1. Default font style Use your favorite typography across all your documents. You can customize a font style by adding a color, adjusting its size and more, and then set it as default. To do this, go to More Options > Format > Font. Choose a font styleTip #06: Make the best use of Zia in Writer
About to share your work with your team? Looking to get a second opinion quickly before that? Let Zia do it. Zia, Zoho's AI-powered intelligent assistant is now part of Writer. She's trained to check and polish your work. She doesn't just read, she understands. So apart from grammar and spelling checks, she'll let you know when you've used a wrong adjective, or have missed out words based on the context of your piece. Every time you write, Zia makes a scorecard after carefully assessing your
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Sync desktop folders instantly with WorkDrive TrueSync (Beta)
Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:Can't attach
I am having problems sending attachments. I am trying to attach some PDFs to an email (as I do several times every day) but the progress bar on the attached file gets stuck somewhere between 20%-70% and when I hit send I get the error message 'AttachmentWhatsApp Channels in Zoho Campaigns
Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.Existing subform data is being changed when new subform entries are added
I'm having trouble with existing subform data being changed when new subform entries are created. I have the following setup to track registrations for a girl scout troop: Main Form: Child Subform: Registrations The data are a one-to-many relationship where each Child record has many Registrations (new Registration will be created for each year the child is in the troop.) Per the instructions, I have created the subfom, added it to the main form, gone back to the subform and created the bi-directionalBigin: filter Contacts by Company fields
Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaroundButton on Deal screen to automate changing deal dates?
Hi I spend a lot of time working with our accounts managers here moving deals around the calendar, qualifying things etc. I'd like to have an easy way to change the closing date on a deal, from the deal screen table, rather than either click in to theAttention API Users: Upcoming Support for Renaming System Fields
Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label propertiesHow to authenticate my domain on ovh
I don't succeed in adding an domain authentification on ovh. Should i first create a subdomain? But this doesn't work either, ti gi ves te same screen and the next button is greyed out when adding the info received from zohoUndelivered Mail Returned to Sender
commerciale@etruriadesign.it, ERROR CODE :550 - "The mail server detected your message as spam and has prevented delivery." I have been corresponding with the receiver and they wrote "Ciao, ho fatto verificare ma purtroppo non è un problema che derivaKaizen #190 - Queries in Custom Related Lists
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly withinNotifications no longer being sent to my email address for any scheduled events
The last few weeks, I stopped receiving email notifications to my email for events I have scheduled and have a selected reminder option checked.This domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is theGroup to shared mailbox conversion
Is it possible to convert a group in Zoho mail to a shared mailbox?Mail Merge Stuck in Queue
I am trying to send Mail Merge's and it never sends out to the full list. It always hits a portion and the rest remain in the "Queue" - the emails I am sending are time sensitive, so I need this to be resolved or have a way to push the emails throughwhy do I get error message each time I open zoho mail
why do I get error message each time I open zoho mailCross-department Parent-Child ticketing for faster and efficient ticket resolution
Hello everyone, Organizations frequently need to have multiple departments set up in their customer service ticketing system. However, when a customer raises an issue or an internal process that requires agents to collaborate with their peers, a lackCan't setup email on outlook (Android Phone)
Dear All Support, I have tried many time to setup this zoho mail over the android phone (outlook app) . But it's always show me to check username/password of my email . But i can login from the webmail , that's why i confuse , How can i able to accessHaving problem with MX records and SPF
Hi there, I have been facing a problem that my zoho mail doesn't receive mail. See Error in below The MX Records of your domain(s) mydomain.com are not pointed to Zoho and you may not receive emails in Zoho SPF entries in your domains DNS are not configuredZOHO Mail App Not working
There seems to be an issue with Zoho Mail App today. It is not connecting to server, internet is working fine, tried uninstalling app and reinstalling, loading circle keeps spinning round. Is there an update on the way?Account with own domain, IMAP vs IMAPPRO
Hi, I have email account with my own domain. I use Em Client email plan and when I use IMAPPRO incoming host, email comes in Em Client only when I restart program. If I use IMAP incoming host everything is ok. Port is 993 both option. Why so? What´s differentAutomatic Display the Price from CPQ
Is it possible to display the discounted price from CPQ that I created for my customer? For example, when the customer selects Product A, instead of showing the default price, it should display the discounted CPQ price.Enhancement - Financial Reports
Hello Everyone, As part of enhancing reports in Zoho Books, we have added an option`Compare With` in Financial reports. Using this, you can compare the current period with Previous Year(s)/Previous Period(s) (Maximum 3 periods). This option is available in the following Financial Reports: * Profit and Loss * Cash Flow Statement * Balance Sheet Please feel free to share your feedback. We are glad to hear from you. Regards, Nithya - Zoho Books Team.Associating Multiple Work Orders with a Single Invoice in Zoho FSM
Hello Everyone, Is it possible to associate multiple Work Orders with a single Invoice in Zoho FSM? Best Regards, Subhash KumarSent emails not going and showing "Processing"
Hello Team, Could you please assist with sent emails showing "processing" and not actually going through? Many thanks and regards, CycologyFree Plan mail accounts details
In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.comSpf cannot verify
Hello, Thank you for your service. I am not able to configure my SPF. I have follow several times your instructions but it does not work. I cannot verify. My domain is ptjpt.co.id Please help meCustom Function : Copy multilookup field to text field
Hi, I'm a newbie on function programming, I try to copy text from a multi lookup field named "societe" to a text field named "societe2". I've used this code. In deluge script it seems to work, but when I trigger this function it doesn't work (Societe2Introducing Global Sets for easy management of similar picklists in CRM
[Update | Sep 2024] We've increased the maximum count limit for global sets. These new limits are now live for AU and JP data centers and will be gradually opened to all. Please check this link for the updated limits. Hello folks, As administrators whoTikTok (and other social platform) Messages and comments of the past
When I link a social channel, Zoho will show in "Inbox", "Messages" and "Contact" sections the interaction done in the past? (comment, messages...)Announcing Zoho Community Developer Bootcamps in India – Extensions
Hey everyone! We're back with another line-up of Zoho Community Developer Bootcamps in India! Following the success of the first leg of bootcamps on Extensions, we're now ready with the second leg. These bootcamps focus on empowering developers of allUnable to send message:mail rate exceeded limit
Hi Admin I just got an email that outgoing has been blocked, I know why is the reason said " Mail rate exceeded limit", but I don't know the rule of Mail rate , so please tell me how to avoid the situation and fix this issue , my email id is morgan@homemesh.com.tw.Error when using fetchById in Client Script
When using client script when creating page (onLoad), I suddenly getting error "Cannot read properties of undefined (reading 'Accounts')" when using: var account_details = ZDK.Apps.CRM.Accounts.fetchById(account_id); I'm getting this error whenever tryingLos correos que envio, llegan como spam (Bandeja de correos no deseados)
Estimados, Buenas tardes, necesito su soporte, los correos que envío desde mi cuenta llegan como spam. (no deseados). ya sea hacia cuentas de hotmail, gmail... etc.. El dominio lo tengo alojado en nic.ar (argentina). Por favor, necesito resolver estoZoho say my domain seems to be already associated with another account
I created a website on zoho and associated my domain (bompescado.com) on it. You can see the A record and CNAME are working to it. Now I need to associate the same domain as webmail, but when I try it return with: " This domain name seems to be already associated with another account. If you own this domain, please contact us for assistance." Im following the advice and conctacting you to say I've not been associated this domain on zoho before. What do I need? Well, I need you manually remove itZoho Mail Not Receiving or Sending Email
My zoho mail is not sending or receiving mail. What's the fix for this?Cannot add new mail client
Hi Guys, I've just got a new laptop and am trying to set up Outlook to connect to my Zoho account. No matter what I do, I cannot connect I'm using IMAP for incoming mail, it's enabled in my account settings, and I'm using the setting shown on the accountZoho Payroll: Product Updates | April 2025
At Zoho Payroll, we’re always working to make every payday feel effortless. And sometimes, that means listening closely to your unique needs. This month, we’ve focused on adding features that give you the flexibility to pay your employees based on yourZoho CRM to Zoho Projects Workflow {"error":{"code":6831,"message":"Input Parameter Missing"}} connecting
void automation.Untitled_Function(String ProjName) { resp = invokeurl [ url :"https://projectsapi.zoho.com/restapi/portals/" type :GET connection:"zohoprojects" ]; info "Portal API Response: " + resp; portalId = null; if(resp != null) { if (resp.containsKey("portals"))Zoho mail Virus Scan Virus Detected (but I checked it with VirusTotal)
Dear all, since this morning we can;t send any attachments out. Zoho says there is a virus in it, but clearly there is not when I checked the file on VirusTotal.com. Please help us out!Cant receive emails
Hi, I just created an account and went through all steps. Everything has been set up from my end, but Ive sent a test mail to the newly created email address, but it never arrived. Can somebody please help me? Thanks!Next Page