1. Navigate to Settings > Service > Automation > Actions > E-Sign Flow.
   
   
   
   

   You can select the service where you can set up an E-Sign flow for automation.
   
2. Click Add E-Sign Flow to create a new E-Sign configuration for a specific form of the service in which you need to automate the E-Sign action.
   
   

Initial Setup

1. In the initial setup section, select the form in which the E-Sign action to be triggered 
   
2. Enter the E-Sign flow name.
   
   
   
   
3. In Select file, choose any of the following option
   For Upload Document:
1. File Upload Field: The file upload fields in the selected form are listed. Select the file upload field from which the document must be sent for e-signature.
2. Mail Merge Template: The Mail Merge Templates defined in the service are listed. Select the required template to be sent for e-signature.
   
   

   Ensure that the number of sign fields defined in the Mail Merge Template matches the number of recipients in the E-Sign Flow. Insufficient sign fields will result in e-sign trigger failures. 
3. Desktop: Upload the e-sign file from your desktop or local folder to be sent for e-signature.
4. Cloud: Upload the e-sign file from any of the cloud services as listed in the above image where you have stored your e-sign document.
   
   

   Authenticate with your cloud service credentials if accessing for the first time in Zoho People.
   

4. Upon selecting the document, it will be displayed in the Uploaded Files section.
5. Select the specific folder in Zoho People where you want to store the documents that have been e-signed by the recipients.
   
6. Click Next to proceed.
   

Recipients

In the recipients section, select the recipients to whom the document should be sent for e-signature. The listed recipients will be chosen based on the form record data where the trigger event is performed.

Select Send in order check box to send the document signed in order. For example, if manager and employee are recipients in the order, manager needs to sign the document first to move the document to employee for signature.

1. Click the drop-down and choose from the following options:
   
1. Select the Email address field and choose the corresponding form email field.
   
2. Select the Lookup field and choose the corresponding form lookup field.
   
3. Select the Specific user and choose any user within Zoho People.
   
4. Select the Manager, the form record's Manager lookup field will be selected.
   
2. Click the drop-down to choose any of the acknowledgement types for the e-sign document:
   
1. Sign: The user can e-sign the document.
   
2. View: The user can only view the document once.
   
3. Approve/Reject: The user can approve or reject the document.
3. Click the drop-down to choose a language for e-sign email and sign interface for the recipients.
   
   
   
   
4. Click on the Private Message icon to enter the private message for the recipient.
   
5. Click the Authentication icon, enable Email OTP Verification, and click Save to allow your employees to access the document after verifying via Email OTP.
   
6. Click Add recipients to add more and click Next to proceed.
   

   

   Drag and drop the recipients to arrange them in your preferred order.

Document details

1. In the document details section, enter the document name. This will be the name of the e-sign document sent to your recipients.
   

   

   You can also insert the form fields in the document name to uniquely identify it.

   
   
   
2. From the Message dropdown select the available E-mail template. This will be shown in message to all section of the e-sign email.
   

   

   To avoid e-signature trigger failures, ensure that the email template containsessential message content and does not include any image files.

   

   To add new Email Template, navigate to Settings > Service > Automation > Templates > Email Templates

   
   
   
3. Click Next to proceed.

Additional options

1. In the Additional options section, set up a deadline for signing the document.
   
2. Set up reminders for documents which are sent for e-signature.
   
   
3. Save the signed copy to 
   Primary lookup: Uploads the signed copy to the record owner.
   Employee lookup field: Uploads the signed copy to the selected record lookup field.
4. Add a copy to the selected file upload field of the above selected record.
   
5. In the Automatic Website Redirection section, enter the website URL that you want to redirect your recipients upon signing the document based on the provided scenarios.
   

   This feature is available only with Zoho Sign Enterprise Edition.
   
   
   
6. Click Save to save the new E-Sign Flow that you have created.
   

Mapping the E-Sign flow to a Workflow

1. From your home page, navigate to Settings > Service > Automation > Workflow.
   
2. Click on the workflow in which you would like to map the E-Sign Flow.
   
   

   If you would like to create a new workflow and map e-sign flow to it, refer to Automation - Overview & Use Cases.