Zoho Sign Integration | Ways to send Zoho Sign Document - Zoho Forms

Ways to send Zoho Sign Document


While integrating your form with Zoho Sign, you can choose to send your document to the recipient in the following ways under the Recipient Details section.  

Send documents manually  

If you select the I will send the document manually option, you will have to manually select form entries received and send the document to acquire digital signatures.
To do this,

  1. After setting up the Zoho Sign integration, go to the All Entries section of your form.

  2. Select the entries to which you wish to send the document and click Send for Sign.

If you select the Send the document's link to recipients email option, a link to the Zoho Sign document will automatically be sent to the recipient's email on form submission. The recipient can use the link to open the document and sign it.

Redirect to a Zoho Sign document  

If you select the Redirect to Zoho Sign document option, the form will automatically be redirected to the pre-filled Zoho Sign document for the respondent to sign instantly on form submission. For this option to work, there must be only one Needs to sign recipient added in your template and the email address of that recipient should be configured under the Recipients Details section.
Note: If you have embedded the form on your website, follow the steps below for successful redirection to a Zoho Sign document across all browsers.

Redirect to a Zoho Sign document within an iframe   

If you have your form's iframe or JS code snippet embedded in your website and have chosen to redirect the respondent to a Zoho Sign document, you are required to add the domains of the parent website (and the parent iframe(s), if applicable) in order to redirect to the document successfully.

Note: This is a mandatory step for the redirection to work inside an iframe as per the content security policy of Zoho Sign.

To do so,

  1. Click + Add Domain(s).

  2. In the pop-up, enter the domain of the parent website or the iframe URL and click Add.

Note:
  1. Certain websites embed your form's iframe within another iframe thereby creating a nested iframe. In such cases, you are required to add the domain of the parent iframe(s) as well.
  2. A maximum of 3 domains can be added.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms

                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                    Create. Review. Publish.

                                    Write, edit, collaborate on, and publish documents to different content management platforms.

                                    Get Started Now




                                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                          Manage your brands on social media


                                                            • Desk Community Learning Series


                                                            • Digest


                                                            • Functions


                                                            • Meetups


                                                            • Kbase


                                                            • Resources


                                                            • Glossary


                                                            • Desk Marketplace


                                                            • MVP Corner


                                                            • Word of the Day


                                                            • Ask the Experts


                                                              Zoho Sheet Resources

                                                               

                                                                  Zoho Forms Resources


                                                                    Secure your business
                                                                    communication with Zoho Mail


                                                                    Mail on the move with
                                                                    Zoho Mail mobile application

                                                                      Stay on top of your schedule
                                                                      at all times


                                                                      Carry your calendar with you
                                                                      Anytime, anywhere




                                                                            Zoho Sign Resources

                                                                              Sign, Paperless!

                                                                              Sign and send business documents on the go!

                                                                              Get Started Now




                                                                                      Zoho TeamInbox Resources





                                                                                                Zoho DataPrep Demo

                                                                                                Get a personalized demo or POC

                                                                                                REGISTER NOW


                                                                                                  Design. Discuss. Deliver.

                                                                                                  Create visually engaging stories with Zoho Show.

                                                                                                  Get Started Now









                                                                                                                      • Related Articles

                                                                                                                      • Zoho Sign Integration

                                                                                                                        Overview If you are looking to digitize the paperwork involved in getting your agreements, documents, and contracts signed, you can use the Zoho Forms - Zoho Sign Integration. With this integration, you can send prefilled Zoho Sign document templates ...
                                                                                                                      • Zoho Forms - Zoho Sign Integration

                                                                                                                        Watch a quick webinar video on Zoho Forms - Zoho Sign integration. Help Guide: Zoho Forms - Zoho Sign Integration setup Ways to send Zoho Sign Document Viewing Signature Status
                                                                                                                      • Zoho Sheet Integration

                                                                                                                        Overview If you are looking to store your form responses in a sheet and save the time spent on manual entry of form data into the sheet, you can use the Zoho Forms-Zoho Sheet integration. With this integration, your form responses will automatically ...
                                                                                                                      • Zoho Recruit Integration

                                                                                                                        Table of Contents Integration Setup Supported Field Types Trigger Actions in Zoho Recruit Set Alert on Integration Failure If you are using Zoho Recruit as the recruitment portal for your organization and looking to automate the collection and ...
                                                                                                                      • Zoho Campaigns Integration

                                                                                                                        Overview If you are looking to automate adding contacts to the mailing lists in your Zoho Campaigns account instead of adding them manually, use the Zoho Forms - Zoho Campaigns integration. With this integration, you can directly add form respondents ...
                                                                                                                        Wherever you are is as good as
                                                                                                                        your workplace

                                                                                                                          Resources

                                                                                                                          Videos

                                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                          eBooks

                                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                          Webinars

                                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                          CRM Tips

                                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                                            Zoho Show Resources