E-Sign Documents
What is E-Sign Documents in Zoho People?
E-Sign Documents is an online signature process in Zoho People that allows you to send files requiring acknowledgement and signatures from your employees. This ensures security and accuracy in the signing process, which is essential for verifying the signatory's identity and facilitating smooth transactions.
You can send a file for e-signature only after integrating with one of the e-sign platforms. For information on integrating with an e-sign platform, refer to E-Sign Application Integrations. Upon integration, the E-Sign Documents tab and e-sign options will be visible in the Files > Operations section.
Why is it useful?
E-Sign Documents can be helpful in sending any document that requires a signature, you can send documents such as:
- Have agreements sent to the desired recipient(s) for e-signature.
- Send employee-related documents, such as probation confirmation, salary revision letters, etc., to a single employee or a group of employees for e-signature.
- Create custom E-sign templates using organization files or create one on Zoho Sign templates to easily select and send pre-set document templates to employees across your organization.
- Transfer letters authorizing employees to relocate to another office.
- Trainers granting course certifications for virtual training.
- Exit letters along with conduct certificates for employees leaving the organization.
Learn more:
- E-Sign Application Integrations
- Sending a document for e-signing
- E-Signature Templates
- Sending E-sign Documents from a Form
- Status of the E-Sign Documents
- E-Signing a Document From Email
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Status of the E-Sign Documents
Administrators can find all the documents sent for e-signature in the E-Sign Documents tab, where they can track the e-sign status of the documents and download the signed documents. Documents sent for e-sign from Organization Files, Employee Files, ...Sending E-sign Documents from a Form
Some HR documents, like probation confirmation letters or experience certificates, are specific to individual employees. You can store these documents in each employee's form in Zoho People or create customizable templates to send them for ...E-Sign Application Integrations
Zoho People has integrated with Zoho Sign, Adobe Sign, and DocuSign—three leading digital signature software solutions. The following sections elaborate on configuring these applications as well as tracking the progress of e-sign documents from a ...E-Sign Flow - Automation
Automate the digital signing of letters by integrating E-Sign Flow into your workflows. Create an e-signature template in Zoho People and map it to the workflow to effortlessly send letters or documents and obtain signatures from the required ...Recall E-Sign Document
If you have sent the wrong document for e-signature, you can recall it using the Recall option. You can only recall e-sign documents that have not yet been signed by the recipient or if it is expired. This feature is only available with Zoho Sign ...
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