Add Signers

1. Select the Contracts tab at the top of the page. 
2. Click to open the contract you want to add signers to. 
3. Click More  in the contract details panel on the left, then choose Signature.
4. Click Add, then choose the E-Sign Services.
5. Choose the signers on the Add Signers panel from the respective dropdown list under Organization Representatives and Counterparty Representatives to add signers from your organization and the counterparty. Enter the names and email addresses under Other Representatives to add any other signing representatives outside your organization or the counterparty.
6. Click More  next to the signers to add a private message, set authentication, and choose language for each of the signers. You can send the authentication code via email, SMS, or deliver it offline for the signer to enter while signing.
   

Note:

1. Only the contract owner can add signers and send the contract for signature. 
2. To send the contract for signature, the contract owner must have a user account in Zoho Sign.
3. Both the counterparty and the parent organization must have at least one signer each to represent them.
4. The email addresses of other representatives cannot be that of an organization user or the counterparty contacts. 
5. You can enable or disable the option to send the authentication code in the same window. If you enter the authentication code then it can only be numbers. In case if you select the Email option to send the auto-generated authentication code, the email address of the signer will be auto-populated.
   
6. Private message, authentication settings, and signer language options are not available in the Zoho Contracts application when using Docusign as your E-Sign Services. These need to be configured directly within the Docusign application. Refer to the following help articles for a step-by-step guide:
1. Add a private message to individual recipients
2. Set access codes (authentication)
3. Set the recipient language

Add Receivers

1. Select the Contracts tab at the top of the page. 
2. Click to open the contract you want to add signers to.
3. Click More  in the contract details panel on the left, then choose Signature.
   
4. Click Add, then choose the E-Sign Services.
5. Enter the names and email addresses on the Add Signers panel under Receivers.
6. Click More  next to the signers to add a private message, set authentication, and choose language for each of the signers. You can send the authentication code via email, SMS, or deliver it offline for the signer to enter while signing.
   

Note: Private message, authentication settings, and signer language options are not available in the Zoho Contracts application when using Docusign as your E-Sign Services. These need to be configured directly within the Docusign application. Refer to the following help articles for a step-by-step guide:

1. Add a private message to individual recipients
2. Set access codes (authentication)
3. Set the recipient language
   

Add In-person Signer Hosts and Signers

1. Select the Contracts tab at the top of the page. 
2. Click to open the contract you want to add signers to.
3. Click More  in the contract details panel on the left, then choose Signature.
   
4. Click Add, then choose the E-Sign Services.
5. Choose the host and their respective signers in the Add Signers panel from the dropdown list under In-person Signer Hosts.
   

Note: The In-person signer option is not available in the Zoho Contracts application when using Docusign as your E-Sign Services. This needs to be configured directly within the Docusign application. Refer to the Set Up In-person Signing article for a step-by-step guide.

Set Signing Order

1. Select the Contracts tab at the top of the page. 
2. Click to open the contract you want to add signers to.
3. Click More  in the contract details panel on the left, then choose Signature.
   
4. Click Add, then choose the E-Sign Services.
5. Check the Set Signing Order checkbox at the top if you want to set a signing order. 
6. To set the order, enter the ordinal number in the box next to each signer. 
7. Click Save. 
   

Note: The Set signing order option is not available in the Zoho Contracts application when using Docusign as your E-Sign Services. This needs to be configured directly within the Docusign application. Refer to the Set a Signing Order article for a step-by-step guide.

Add e-Stamp Details

1. Select the Contracts tab at the top of the page.
2. Open the contract that you want to send for signature in the Negotiated state.
3. Select the Signature tab in the contract details panel on the left.
4. Click Add, then enter the Stamp Details and Parties Details under e-Stamp Settings.

Feature Availability: All paid plans.

Data Center: India (zoho.in/contracts)

Note:

1. E-Stamping is not available when using DocuSign as your E-Sign Services.
2. Admin should enable the e-Stamping in the Admin panel. For more information, see Setting Up e-Stamping.
   
3. Stamp Paper must be configured for the contract types that require e-Stamping. For more information, see Configuring Stamp Paper.
4. If you have a Leegality account integrated with Zoho Contracts, the Stamp Paper Type section will appear in order to choose the preferred stamp paper, i.e., Digitized Stamp Paper or e-Stamp paper. Here, you must select e-Stamp Paper in the Signature tab for e-Stamping the contract.
   
   
5. Sign credits will be consumed for each e-Stamp based on the document category and stamp duty value. For more information, see Sign Credits Consumption.
6. Once a stamp paper is issued, it cannot be reused for another request.
7. Sign credits deducted for e-Stamp cannot be refunded under any circumstances.
8. Recalling the signature will invalidate the e-Stamp added. A new e-Stamp with the same details will be purchased when the contract is resent for signature. However, the deducted credits will not be refunded.
9. If your signer declines to sign the document, the consumed credits will not be refunded.
10. Canceling the schedule for a contract in the Sign Scheduled status will invalidate the e-Stamp added, and the consumed credits will not be refunded.
11. For Maharashtra, e-Stamp processing may take up to 8 business hours. When a contract with Maharashtra selected is sent for signature, it will remain in the Sign Scheduled status until the e-Stamp is successfully generated and affixed to the contract document.
    
12. Physical stamp papers will be delivered within 90 to 120 days.
13. The minimum stamp duty amount to procure an e-Stamp:
    

State	Minimum Duty Amount
Delhi	₹ 10
Rajasthan	₹ 10
Karnataka	Varies based on the document category and transaction value. Learn more
Tamil Nadu	₹ 20
Maharashtra (eSBTR - electronic-Secured Bank and Treasury Receipt)	₹ 100
Gujarat	Varies based on the document category and transaction value. Learn more

Customize Signer Notifications

1. Select the Contracts tab at the top of the page. 
2. Click to open the contract you want to add signers to.
3. Click More  in the contract details panel on the left, then choose Signature.
4. Enter the details under Advanced Settings on the Add Signers panel.
   

Field Name	Description
Days to Complete	Denotes the number of days allocated to the signers to sign the contract document. E.g., 20.
Enable Automatic Reminder	Option to enable or disable sending the timely reminder notification to contract signers.
Send a Reminder Every	Determines how often reminders are sent to all signers, ensuring they sign the contract within the specified timeframe.
Message to All Recipients	Common message to send to all recipients along with the notification to sign the contract document.

Note: The customize signer notifications option is not available in the Zoho Contracts application when using Docusign as your E-Sign Services. This needs to be configured directly within the Docusign application. Refer to the Set a Advanced Options article for a step-by-step guide.