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 using organizational files
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:
By default, the applicable employee will be included in the recipient list. Later, you can select specific employees when sending a file for e-signature, or you can search and add employees who should be included in this template. 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 using 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 .
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
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 ...HR Forms and Templates
What are HR Forms and Template? HR forms in Zoho People are statutory forms that are created by a government that serve as a model or a free form to be used. They usually meet all legal requirements and can be used without any textual changes. Zoho ...Mail Merge Templates - Zoho People
Mail merge templates in Zoho People are used to create and send personalized documents to your employees. This feature is useful when you need to send standard documents to multiple employees in your organization. The templates include letter content ...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 Flow Automation - Zoho People
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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources