Signing a Contract in Zoho Sign

Signing a Contract in Zoho Sign

Sign a Contract

  1. Open the email received from the contract owner. 
  2. Click Start Signing, you will be redirected to a Document Info page. 
  3. Click Send OTP, if Recipient authentication is enabled.
  4. Enter the OTP received, then click Proceed to document.
  5. Check the Electronic Record and Signature Disclosure checkbox, review the terms and conditions, then click Agree & Continue.
  6. Fill in the required fields, then click Finish at the top-right corner.

Delegate Signing to a Different Member

  1. Open the email received from the contract owner.
  2. Click the Start Signing, you will be redirected to a Document Info page.
  3. Click Send OTP, if Recipient authentication is enabled.
  4. Enter the OTP received, then click Proceed to document.
  5. Click More Actions at the top-right corner, then choose Assign to someone else from the dropdown menu.
  6. Enter the required information in the Email, Name, and Reason fields.
  7. Click Assign. 
Notes
Note: Once the document has been assigned to someone else, the former recipient will only be able to view the document and cannot perform any signing action. 

Decline Signing a Contract

  1. Open the email received from the contract owner.
  2. Click the Start Signing, you will be redirected to a Document Info page.
  3. Click Send OTP, if Recipient authentication is enabled.
  4. Enter the OTP received, then click Proceed to document.
  5. Click More Actions at the top-right corner, then choose Decline from the dropdown menu.
  6. Enter the reason for declining the contract signing in the Decline window.
  7. Click Decline.

Skip Signing

  1. Open the email received from the contract owner.
  2. Click the Start Signing, you will be redirected to a Document Info page.
  3. Click Send OTP, if Recipient authentication is enabled.
  4. Enter the OTP received, then click Proceed to document.
  5. Click More Actions at the top-right corner, then choose Skip signing from the dropdown menu.
  6. Click Yes in the Skip signing window.