eSign for Zoho CRM | Online Help | Zoho CRM

Zoho CRM的eSign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eSign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。
  1. eSign 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。
  2. eSign Documents: 包含已发送的文件的列表。
  3. eSign Recipients: 显示已发送文件给其的收件人列表。
注意:
  1. 只有管理员才能够安装此扩展程序。
  2. 此扩展程序适用于CRM内具有有效手机和电子邮件的线索/联系人。
  3. 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eSign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eSign扩展程序。
  3. 点击立即安装。
  4. 同意服务条款并点击继续。
  5. 从选择用户/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. 在插件设置 弹窗内输入 App ID 和 App Secret 。
  7. 点击保存。

Getting documents signed using eSign

安装后,线索/联系人的详细信息页面将会有一个名为通过eSign发送文件的按钮。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. 点击线索或联系人模块。
  2. 点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eSign发送文件。

  4. 以下选项将出现在新的标签页中:
    1. 输入“任务主题”,以定义流程名称。
    2. 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。
    3. 在收件人选项下,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。
    4. 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eSign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eSign并点击相应的卸载链接。
  4. 点击确认,以确定并卸载该扩展程序。

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