Note: The recipient's Name and Email are required to configure the Zoho Sign field. The following field types are supported for mapping the Name: Name, Single Line, Dropdown, and Radio.

Document Creation and Field Mapping

Create or choose your agreement or contract document using the Zoho Forms PDF Editor. 

1. Drag and drop the necessary form fields like Name, Email, Date into the document template.
   
2. This ensures that when a recipient fills out the form, their specific details are automatically reflected into the document.
   
   
3. Once your document is ready and published, return to the Zoho Sign field configuration to select it under PDF Template.
   
   

Configuring the Zoho Sign Field

1. Drag and drop the Zoho Sign field into your form.
   
2. In the field creation pop-up, map the form fields that capture the recipient's Name and Email to the respective mapping fields.
   
   
   
   
3. Set both mapping fields as Mandatory.
   
4. Under PDF Template, select the specific template you want the recipient to sign.
   
5. Click Save.
   

Note: 

1. The recipient's Name and Email are required to configure the Zoho Sign field. The following field types are supported for mapping the Name: Name, Single Line, Dropdown, and Radio.
2. The Record Summary template under Default Templates, displays form fields and their values. Selecting this template will also consume PDF credit for each document generated.

Field Properties

1. Once enabled, click Add Domain button. The Add Domain pop-up will appear.
   
2. Enter your domain name and click Done.
   
3. To authorize multiple sites, click + Add Domain in the top-right corner.
   

What happens when the form is shared?

1. The respondents will enter their details, such as name, email and other necessary details and submits the form.
   
2. A document is automatically generated where the form values are mapped directly into the template.
   
3. The respondent can read to ensure the details in the document and finalize it to create a legally binding document.
   
4. The form owner can view the documents and their status by clicking the View Status in Zoho Sign field Status. This redirects them to their Zoho Sign account where they can view the document.
   

Real-Time Generation & Signing: When a tenant submits the form, the tenant’s details are instantly merged into the agreement. They can then review and finalize the document on the spot and a legally binding document will be generated.

Note:

1. PDF credit is consumed for each document generated.
2. Zoho Sign field cannot be added if a Zoho Sign integration is already configured for the form, and vice versa.
3. Zoho Sign field cannot be added if a Payment field is present in the form, and vice versa.
4. Zoho Sign field cannot be added if Double Opt-in is enabled for the form, and vice versa.
5. Zoho Sign field cannot be added if Form Approvals is configured for the form, and vice versa.
6. Zoho Sign field cannot be added if the Response Edit option is configured for the form, and vice versa.
7. Only one Zoho Sign field is allowed per form.
8. Zoho Sign field cannot be added if Auto Trash is configured for the form, and vice versa.
9. Zoho Sign field requires at least one valid Zoho Sign organization linked to your account.