Tip #05: Sending documents for sign collection using Writer

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.


 


Click  here  to learn more about signature collection.
 

Happy Writing!






Found this helpful? Subscribe to  Writer Community  for more tips and tricks.
 
 
 
 
 
 







    Access your files securely from anywhere







                        Zoho Developer Community





                                              Use cases

                                              Make the most of Zoho Desk with the use cases.

                                               
                                                

                                              eBooks

                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                               
                                                

                                              Videos

                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                               
                                                

                                              Webinar

                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                               
                                                
                                              • Desk Community Learning Series


                                              • Meetups


                                              • Ask the Experts


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                                        • 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   Typing
                                                        • Tip #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 merging
                                                        • Tip: #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. You
                                                        • Tip #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 style
                                                        • Tip #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


                                                        Manage your brands on social media



                                                              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

                                                                                  • CRM Community Learning Series

                                                                                    CRM Community Learning Series


                                                                                  • Kaizen

                                                                                    Kaizen

                                                                                  • Functions

                                                                                    Functions

                                                                                  • Meetups

                                                                                    Meetups

                                                                                  • Kbase

                                                                                    Kbase

                                                                                  • Resources

                                                                                    Resources

                                                                                  • Digest

                                                                                    Digest

                                                                                  • CRM Marketplace

                                                                                    CRM Marketplace

                                                                                  • MVP Corner

                                                                                    MVP Corner







                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now


                                                                                        Zoho Show Resources


                                                                                          Zoho Writer Writer

                                                                                          Get Started. Write Away!

                                                                                          Writer is a powerful online word processor, designed for collaborative work.

                                                                                            Zoho CRM コンテンツ






                                                                                              Nederlandse Hulpbronnen


                                                                                                  ご検討中の方




                                                                                                        • Recent Topics

                                                                                                        • Online Calculator

                                                                                                          Created a public shipping volume calculator for my website visitors to use. its pretty cool when you combine the power of zoho sheets and the web experience. I chose zoho because our users dont need to login or created acct like google doc users. this is great because ppl will accept the technology more without resistance. you can see the online calculator here: hxxp://www.dblusa.com/dbl_calculator.php peace! RSA
                                                                                                        • All about Users in Zoho Projects

                                                                                                          To form a functional team, businesses should define different types of users in their team. Businesses can be effectively managed by inviting users to various roles. And, the person who has the administration privileges can invite or add users to various roles in the project. Two types of users Before going into the steps to add users to your portal or project, let's understand the different types of users:  Portal Users - Users who work for the projects in your team.                      ~ Portal
                                                                                                        • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

                                                                                                          Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,
                                                                                                        • Cannot associate event with other objects when creating?

                                                                                                          I am attempting to associate an Event with one or more other objects when creating it via the API. According to the API docs, the "Related_To" property is a jsonobject even though the description says "Provide the details about the entities the event
                                                                                                        • Missing Payload Details

                                                                                                          Hi All, Does anyone know how to fix missing webhook payload data in the next step of the flow? Payload comes into the webhook -- All details here When i go to use the webhook data in the next step -- the majority of the payload data is missing
                                                                                                        • Zoho Projects API 100 requests/2 min. Limit

                                                                                                          Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit apply
                                                                                                        • Customer address in Zoho Bookings

                                                                                                          Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking
                                                                                                        • AutoScan Not Working Since April -Support says it with engineering

                                                                                                          Hi there, Autoscan has not been working on my account since April. Without this feature, completing expenses reports is laborious and error-prone. I keep asking for updates seeing as this is a critical feature, but told that it's being looked into and
                                                                                                        • Calendar Connection Enhancement

                                                                                                          Hello everyone, Greetings from the Bookings team. We're here to announce an important Calendar enhancement that will roll out soon. Let's take a look at what's being changed. Improved and more straightforward UI The Calendars UI is undergoing a complete
                                                                                                        • Bookings to CRM - New Events and Contacts

                                                                                                          Hello, I have an issue with appointments taken by clients from a Zoho Bookings page. Previously when an appointment was reserved, if there were no client created in Zoho CRM, it would create it in the CRM through the integration between both platform.
                                                                                                        • Generating Discount Coupons for Zoho Bookings

                                                                                                          Hi, Is there provision to generate Discount Coupons for appointment bookings? I could not see that in the settings and this is very much needed. Please suggest us. Thanks
                                                                                                        • When will Sales Order and Invoice Synchronisation with Zoho CRM be Available?

                                                                                                          When will Sales Orders and Invoices, created in Zoho Books or Inventory be made available in Zoho CRM? John Legg Owner: The Debug Store
                                                                                                        • Multiple Products on Ticket

                                                                                                          Good morning. We will classify all tickets based on the product. Users sometimes send different requests on the same ticket, so we are facing some challenges. Is there a way to add more than one product to the ticket, or is there a way to tie the product
                                                                                                        • Desk - CRM Integration: SPAM Contacts (Auto Delete)

                                                                                                          SPAM contacts is a useful feature, but when the CRM sync is used, it is very frustrating. When a contact is marked as SPAM on Desk, I wish to do the same on CRM. When a SPAM contact is deleted, I would like it deleted from CRM. The feature looks half-baked.
                                                                                                        • Allowing subqueries in FROM clause

                                                                                                          When building a Query table in Zoho Reports, I encountered an error when attempting to put a subquery in the "FROM" clause of my statement.  Why isn't this currently supported?  Is there a plan to implement this functionality in the future?
                                                                                                        • New features and improvements in Desk's integration with Zia powered by GPT 

                                                                                                          Hi everyone, We’re pleased to announce several new enhancements in Zia Powered by GPT integration. These updates bring more customization options, improved response generation, and additional language support. Below is an overview of the enhancements
                                                                                                        • Is Zoho Shifts included in the Zoho One plan?

                                                                                                          In case the answer is no: there's any plan to make it available via One? Thank you
                                                                                                        • Feature Request: API Access for Managing Deluge Functions (with OAuth & Change Tracking)

                                                                                                          Hi everyone, I wanted to share a thoughtful request that came in from one of our Zoho clients this week. I believe many of us as partners and developers might relate to it. “One quick item to flag: we’d love an official way to manage Deluge functions
                                                                                                        • No more IMAP/POP/SMTP on free plans even on referrals with NO NOTICE

                                                                                                          Outraged. Just referred a colleague to use her domain (not posting it publicly here) to Zoho, just as I have other colleagues, clients, friends. Expected the exact same free plan features as I have and as everyone else I ever referred got. I was helping
                                                                                                        • Mac Thunderbird zoho e mail account issues

                                                                                                          I have issues with a user account on thunderbird e mail client who suddenly does not receive emails, when you click get messages we get an error "sending of password for user ......did not succeed, mail poppro.zoho.com responded service unavailable" after
                                                                                                        • PASSWORD

                                                                                                          Hello, I'm Joyce, my client used zoho for password sharing, he did share the canva but once I clicked on it it will not automatically log-in, instead I need to log-in again. My question is my boss log-in first to his gmail and use his gmail to log-in
                                                                                                        • Products in time entry

                                                                                                          Morning, Is there a way to add the product field to the time entry layout? Giving us the ability to identify a product per time entry. Thanks Rudy
                                                                                                        • Kaizen #195: Frequently Asked Questions on Bulk Read API and Bulk Write API

                                                                                                          × 🎉 Nearing 200th Kaizen Post – We Want to Hear from You! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights help us improve! Got Ideas? Tell Us! ✨ We are thrilled to be nearing the 200th post
                                                                                                        • admin problem

                                                                                                          i can't to reach for the panel that i will create another mail to our company account i have admin access but i can't reach the panel our Company name Scale point my mail asmaa@dcalepointhub.com please can you help me Thanks
                                                                                                        • 554 5.7.1 : Recipient address rejected: user [username] does not exist

                                                                                                          Hi, I mistakenly altered my shopify email settings (where my domain is managed), but immediately reverted them, however now I have a strange email issue. I can send emails just fine, but cannot receive them. I have tried all troubleshooting steps but
                                                                                                        • Problema para enviar y recibir correos

                                                                                                          Buenos días, mi cuenta de correo secretaria@construccmauro.com presenta problemas y no me permite ni me envía ni recibe correos, me sale este error.No fue posible enviar el mensaje; Motivo: 554 5.1.8 Correo electrónico bloqueado saliente.  Aprende más., Agradezco
                                                                                                        • Legit email address?

                                                                                                          Hello, I received emails from zohoadmin@biznetvigator.com with a password expiry notice. is that a legitimate email?
                                                                                                        • SMTP Authentication Fails with App Password – “535 Authentication Failed” Error

                                                                                                          Hello, I'm trying to send transactional emails from my WordPress website using the WP Mail SMTP plugin with Zoho Mail (smtp.zoho.com on port 465 with SSL). I've created and used a Zoho Mail app-specific password for SMTP, and verified that: The email
                                                                                                        • Deluge script issue : Mismatch of data type expression. Expected BIGINT but found STRING

                                                                                                          I'm building a Zoho Creator form to take inputs for Email, Bootcamp Name, and Tag. If a record with the same Email + Bootcamp exists in a custom module (bootcampattendence), I want to update it by adding a new tag. If it doesn’t exist, I want to create
                                                                                                        • Survey end date extension

                                                                                                          Hi, Is there any way to extend the end date of my survey? I needed more time in finding respondents that is why I need to extend the end date of my survey. Help. Thanks
                                                                                                        • Problem with signature in a forwarded mail

                                                                                                          Dear All, In my email account I created a signature and I unchecked the 'Place signature above the quoted text for relies and forwards' My question is, when I am trying to forward an email, sometimes I need to insert my signature so I select it from the
                                                                                                        • Out of Office not working

                                                                                                          I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is
                                                                                                        • Error message that says only images and no text

                                                                                                          I filled out a template for a weekly newsletter with text and images throughout but when I click save and next an error message comes up that says "Campaign content has only images and no text" which is not true at all. I have no idea how to fix this issue and don't know where the problem is. 
                                                                                                        • Link project invoices to sales orders

                                                                                                          As a business owner and project manager I create estimates with my clients which then become sales orders. When billing for project work I want to invoice against the agreed sales order. I see that I can create invoices and link them to sales orders in
                                                                                                        • Contacts Don't Always Populate

                                                                                                          I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones
                                                                                                        • Cannot add zoho email to gmail acc

                                                                                                          I'm trying to set up my zoho mail to connect to my gmail acc but no matter what I try I always get this problem. What should I do now? Password is up-to-date. Authentication failed. Please check your username/password. [Server response: 535 Authentication
                                                                                                        • 553 Relaying disallowed - Invalid Domain

                                                                                                          I have this error "553 Relaying disallowed. Invalid Domain" when sending an email to any email address. But I still receiving email from other emails. I checked MX, DKIM, SPF and it's ok. Could you check and help? Thanks
                                                                                                        • Function #25: Automatically generate purchase orders from a sales order

                                                                                                          We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
                                                                                                        • Turn off Organization Contact List

                                                                                                          We need to be able to turn off the Organization Contact list for some of our staff. Once the Organization Contact list is turned off for a user, we would then like to be able to create a list of contacts on per user basis that would not be editable by
                                                                                                        • Unable to send massage Reason 553/ Relaying Disallowed. Invalid Domain

                                                                                                          Cant sed massages from my email. All massages from my domain received the same issue Unable to send massage Reason 553/ Relaying Disallowed. Invalid Domain
                                                                                                        • Next Page