Connecting Zoho Sign
Connect Zoho Sign
In Zoho Contracts, you can securely send your contracts for legally binding signatures via Zoho Sign. For this, you need to connect your Zoho Contracts account with your Zoho Sign account.
To connect to Zoho Sign:
- Select the Admin tab at the top of the page. The Organization Info page will be displayed by default.
- Select E-Signature under General from the left panel.
- Click Connect in the Zoho Sign eSignature Integration section.
- Choose Connect with your organization in Zoho Sign to select your existing Zoho Sign organization or select Create new organization in Zoho Sign account and connect.
- Check the check box to agree, then click Connect.
Your Zoho Contracts account will be connected to your Zoho Sign account.
Note:
- When your Zoho Contracts account is connected with Zoho Sign, your Zoho Contracts users with Admin and Contract Owner roles will be added to the connected Zoho Sign account automatically to send contracts for signature.
- During the disconnected state and when you connect, if there are any users with the Admin or Contract Owner role who are not added to Zoho Sign, you must add them to the Zoho Sign organization manually, see Users in Zoho Sign.
- You can connect only one Zoho Sign organization to a Zoho Contracts account. If a Zoho Sign organization is already linked to a Zoho Contracts account, it cannot be linked to another one.
- To connect your Zoho Contracts account to a Zoho Sign account, you must be an admin of the Zoho Sign account.
Disconnect Zoho Sign
- Select the Admin tab at the top of the page. The Organization Info page will be displayed by default.
- Select E-Signature under General from the left panel.
- Click Disconnect in the Zoho Sign section.
Note:
- You can disconnect the Zoho Sign organization only when your Zoho Contracts plan is in the free edition.
- When you disconnect your Zoho Sign account, any signatures that are still pending will be automatically recalled.
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