E-Signature Templates
E-Sign templates provide pre-designed formats or layouts tailored for capturing electronic signatures using Zoho Sign. Customize your E-Sign templates according to your organizational needs and easily select the appropriate ones to send to employees across your organization.
E-sign templates can be created in Zoho People only with an integration to the Zoho Sign platform. Adobe Sign and DocuSign integrations do not support template creation in Zoho People.
Methods to create E-sign templates
You can create an E-sign template at the following interfaces and use them wherever needed.
- Zoho People - Organization Files
- Zoho Sign application
Create an E-sign template in Zoho People
To setup a new signature template for e-sign:
- Go to Operations > Files > Organization Files > Actions, hover the pointer over an existing file and click on the ellipses icon and select Setup signature template.
- Select a folder name to which the signed documents should be linked.
- In document details, enter the document name and a descriptive message which will be displayed to all the specified recipients.
- Click Add Recipients and do the following action:
Note:
- By default, all employees in your organization are included in the recipient list. You can add additional recipients related to the employee, such as their manager, HR partner, or specific users.
- By default, all employees in your organization are included in the recipient list. You can add additional recipients related to the employee, such as their manager, HR partner, or specific users.
- Select the Send in Order checkbox to send the document for signature one after another.
- When sending this template for e-signature, you can choose to send the document to all employees or selected employees. Any related additional recipients will be automatically added for each e-sign document.
For instance:
If you are sending the document for Employee 1, if the template is configured with Employee, Reporting Manager, and HR Partner as recipients—and the Send in Order option is enabled—the document will be sent sequentially to Employee 1, followed by their reporting manager and HR partner to obtain e-signature.
a. Use the drop-down and select the Manager if you want the employee's direct reporting manager to be included.
b. Use the drop-down and select the Specific User, search and add the specific employee to be included.
c. Use the drop-down to choose any of the acknowledgement type for the e-sign document:
Sign: The user can e-sign the document.
View: The user can only view the document once.
Approve: The user can approve the document.
d. Use the dropdown to select the language for the email and e-sign interface.
e. Click on the Private Message icon to enter the private message for the recipient.
f. Click on the Authentication icon, enable Email OTP Verification, and click Save to open the document after email OTP verification.
5. In the Additional Options section, set deadlines and reminders for e-signing the document if required.
6. Click Save, a Zoho Sign panel will open where you can select a recipient and, drag and drop the required signature fields into the documents.
7. Add additional fields if needed, or select Actions > Apply Field Template to choose from previously used sign fields.
8. Click Save to finish.
A e-sign template is saved successfully.
A e-sign template is saved successfully.
Create an E-Sign template in Zoho Sign
You can create your E-Sign templates in Zoho Sign application and use the same in the Zoho People's E-Sign supported interfaces by selecting the option Zoho Sign Template. To create E-sign template in Zoho Sign, refer to Zoho Sign Templates .
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