Welcome to Portal

?Unknown\pull-down

Welcome to Zoho Cares

Bienvenido a Soporte de Zoho

Search our knowledge base, ask the community or submit a request.

Adding Signer Details

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 signers.
  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. 

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. Enter the names and email addresses on the Add Signers panel under Receivers.
  5. 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.
The added representatives will receive the signed copy of the contract or will be able to view the progress of the signature based on the level they are in the signing order.

Add In-person Signer Hosts and Signers

In-person Signer Hosts are any organization members who conduct a session to get digital signatures from one or more signers in their physical presence. They will receive the signature request link for each of the associated signers. After they access a link, they have to pass the control to the respective signer and get the signature completed.
  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. Choose the host and their respective signers in the Add Signers panel from the dropdown list under In-person Signer Hosts.

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. Check the Set Signing Order checkbox at the top if you want to set a signing order. 
  5. To set the order, enter the ordinal number in the box next to each signer. 
  6. Click Save

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.




Helpful?00
Updated: 4 months ago
Share :