Zoho CRM的TSign扩展程序 | Online Help - Zoho CRM

Zoho CRM的TSign扩展程序

数字签名或电子签名,可确保消息的内容在传输过程中不会被修改,并有助于防止被冒名和篡改。数字签名还会提供诸如消息来源、状态以及签署人同意等其它信息。

 

Zoho CRM的TSign扩展程序,它能够帮助您将文件发送给Zoho CRM中的联系人或线索以进行数字签名。使用这个扩展程序,您可以直接从Zoho CRM得到您的文档的数字签名。

 

安装此扩展程序后,会创建3个自定义模块。

  • TSign Process: 捕获发送文件进行签名的日期和时间以及签名状态的详细信息。

  • TSign Documents: 包含已发送的文件的列表。

  • TSign Recipients: 显示已发送文件给其的收件人列表。

 

注意:

  • 只有管理员才能够安装此扩展程序。

  • 此扩展程序适用于CRM内具有有效手机电子邮件线索/联系人。

  • 此扩展程序只支持PDF格式的文件。

安装扩展程序

您可以访问 Zoho Marketplace 安装该TSign扩展程序,或者登录您的Zoho CRM账户安装它。

 

要安装该扩展程序:

  1. 访问 设置 > 应用市场 > 全部

  2. 点击全部的扩展程序, 然后浏览并点击Zoho CRM的TSign扩展程序

  3. 点击立即安装

  4. 同意服务条款并点击继续

  5. 选择用户/角色 中选择一个选项
    将会为指定的用户安装该扩展程序

  6. 插件设置 弹窗内输入 App ID 和 App Secret 。
  7. 点击保存

Getting documents signed using TSign  

安装后,线索/联系人的详细信息页面将会有一个名为通过TSign发送文件按钮。此按钮可用于发送需要联系人或者线索签名的文件。

 

发送您的文件以进行数字签名:

  1. 点击线索联系人模块。

  2. 击要给其发送文件的记录。

  3. 在记录的详细信息页面内,点击通过TSign发送文件

  4. 以下选项将出现在新的标签页中:

      • 输入“任务主题”,以定义流程名称

      • 点击添加文件按钮,然后选择是要从您的电脑桌面还是从CRM内的文档模块上传文件。

      • 收件人选项下,选择您收件人所属的CRM模块。接下来,点击放大镜图标来选择收件人。

      • 若要添加其他收件人,请点击 +,以相同的方式选择并添加其他联系人。

管理销售信号

销售信号功能会针对与TSign有关的重要事件通知到您。默认情况下,当用户签署或拒绝了文件时,它会通知您。

 

要查看您的销售信号通知,请单击CRM屏幕右上角的铃铛图标。

 

要自定义您的销售信号通知

  1. 单击CRM屏幕右上角的铃铛图标。

  2. 点击您销售信号窗口底部的设置

  3. 选择您想要接收的通知。

  4. 点击保存

卸载扩展程序  

如果您希望卸载该扩展程序,请注意,这会删除所有的相关数据,并且无法恢复。

 

要卸载扩展程序,请执行以下操作:

  1. 访问 设置 > 应用市场 > 全部

  2. 点击全部的扩展程序

  3. 找到TSign并点击相应的卸载链接。

  4. 点击确认以确定卸载扩展程序。


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