Zoho Recruit | Zoho Sign

The Zoho Sign extension for Zoho Recruit

Zoho Sign is an e-signing solution that enables you to send documents intended recipients in order to acquire their digital signature. The Zoho Sign extension for Zoho Recruit enables you to send the documents required for signing, to any contact stored in your database, right from inside it.

Install Zoho Sign

You can install the Zoho Sign extension either from Zoho Marketplace or from within your Zoho Recruit account as follows:

  1. Click Settings > Setup > Marketplace > All. All the installed extensions are listed.
    Under All Extensions, you can view all the extensions supported by your Recruit.
  2. Click All Extensions, browse for Zoho Sign, and click it. The details about the extension will be available.
  3. Click Install Now.
  4. Agree to the terms of service and click  Install.


     

  5. Choose one of the following and click  Confirm.
    • Install for admins only - The extension will be installed in Recruit for only the users with the administrator profile.
    • Install for all users - The extension will be installed in Recruit for all the users.
    • Choose profiles - The extension will be installed in Recruit for manually chosen users. Choose this option, click Continue, then select the desired profiles.
      The extension will be installed automatically for the specified users.


       

  6. You are now good to go.

Pre-requisite for using the extension: An organization account has to be created first and the required users must be added to it beforehand.

Get documents signed using Zoho Sign

Upon installation, the details page for Candidates and Contacts will have a button named Send for Zoho Sign. This button can be used to send documents that need to be signed by contacts. To send your documents for digital signing:

  1. Click the Candidates or Contacts modules.
  2. Click on a record that you want to send documents to.
  3. In the record's details page, click Send for Zoho Sign.


  4. The following options will be present in the new tab:
    • Click the Add Document button and choose whether you want to upload the file from your desktop or from the Documents module in your Recruit.
    • Under the Recipients option, select the module that your recipient belongs to. Next, click the magnifying glass icon to choose the recipient.
    • To add another recipient, click Add Recipient and select another contact in the same fashion.
      You can also add a recipient who you want to view only but not sign, by clicking on the Add Recipient button.
    • Zoho Sign also provides an option to specify the order in which you want your recipients to sign in. 
      Click the Set Signing Order radio button and assign a number to each recipient to choose what order they need to sign. The document will go to the next recipient for signing only after the preceding recipient has signed. 
    • You can leave the recipients a note if there is any extra information to convey.
    • You can also write a description of your documents for your personal reference.


  5. Click the More Settings button to set:
    • Automatic reminders.
    • A deadline to sign by.
    • Time until the agreement will be held valid.


  6. Click Save.
  7. Click Next and you will be redirected to your Zoho Sign page.
  8. Make the necessary changes, then click Continue.
  9. Drag-and-drop the fields you require in your document and click Send, located the top-right corner of the page.
  10. Check if you're good to go and click Confirm. You will receive a receipt confirming that it has been sent.

Note: When you install the Zoho sign extension, a module will also be created. It is: 

  • Zoho Sign Documents: Contains the list of documents that have been sent.

Each record will also have a related list where the agreement details will be listed.

Uninstall Zoho Sign

If you wish to uninstall Zoho Sign extension, please note that all related data will be deleted upon uninstalling and cannot be recovered.

To uninstall the extension:

  1. Click Settings > Setup > Marketplace > All. All the installed extensions are listed. Under All Extensions, you can view all the extensions supported in your ATS.
  2. Browse for Zoho Sign and click the corresponding Uninstall link.
  3. Click Ok to confirm and uninstall the extension.



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Gmail Add-on for Zoho Recruit

                                                                                                    The Gmail add-on lets you add candidates and contacts right from your inbox. With this update, we give you control so you can either add the sender as a candidate or parse data from your email attachments to create candidates. You can also bring in ...
                                                                                                  • ZipRecruiter and Zoho Recruit Integration

                                                                                                    ZipRecruiter is an online job posting platform that streamlines the recruiting process by helping companies to post jobs to 100+ job boards with a single click. By providing a central location for locating and screening candidates, ZipRecruiter helps ...
                                                                                                  • Integrate IIMjobs with Zoho Recruit

                                                                                                    The IIMjobs integration for Zoho Recruit will allow you to publish, track and optimize your job opening directly from Zoho Recruit. Why integrate IIMjobs with Zoho Recruit? Improve your candidate experience. IIMjobs has user-friendly website as well ...
                                                                                                  • Accurate for Zoho Recruit

                                                                                                    Running background checks on your future employees will help you maintain safe, compliant, and inclusive hiring practices—so if you're thinking of sending an offer, Zoho Recruit's integration with Accurate Background makes it fast and easy to run ...
                                                                                                  • Slack for Zoho Recruit

                                                                                                    Introduction Zoho Recruit and Slack have teamed up for an integration that makes it easier to discuss hiring-related matters using direct messaging from within Recruit. There's no more need to go to the trouble of booking rooms, aligning schedules, ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

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



                                                                                                      eBooks

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



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources