E Signature - Zoho Sign
Integrating with Zoho Sign gives you the advantage of using e-signatures to complete many HR processes smoothly without having to waste time or resources for document signing.
- Onboarding processes that include signing of documents such as offer letters, social media policies, non-disclosure agreements, etc.
- Confirmation letters for employees who have completed their probation process.
- Promotion letters given to employees in other geographical locations.
- 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.
You will initially get to experience the enterprise edition of Zoho Sign for 14 days after which you will be integrated with the Zoho Sign free edition. Learn more about Zoho Sign Plan.
Integrating with Zoho Sign
You can integrate only one e-sign platform with Zoho People at a time. To switch to a other e-sign platforms (Adobe Sign or DocuSign), you must revoke the existing integration and configure with the new one.
If you have an active account in Zoho Sign, follow the steps below to integrate.
1. From your home page, go to Settings > Marketplace > Zoho.
2. Click on Configure under Zoho Sign.
You will be taken to the sign-up page of Zoho Sign in order to create a new Zoho Sign account.
3. If you are integrating it for the first time and are not an active Zoho Sign user, select the Create one for myself now option.
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4. Type in your organization's name and click on Create account.
Your new Zoho Sign account has been created and you will be re-directed to the Zoho People's integrations page. You can find your Zoho People account to be automatically integrated with Zoho Sign.
If you are already a Zoho Sign admin and performing the integration again, click on Configure. This will automatically integrate Zoho People with Zoho Sign, and you will be the administrator for the Integrated Zoho Sign account.
To revoke integration, click Revoke under Zoho Sign.
To revoke integration, click Revoke under Zoho Sign.
Add users to Integrated Zoho Sign
You can add users to the integrated Zoho Sign account who can send documents for e-signature using Zoho Sign.
You must be an admin of the integrated Zoho Sign account to perform this action.
To add users to an integrated Zoho Sign account:
1. From your home page, go to Settings > Marketplace > Zoho > Zoho Sign.
2. Click Add User Account.
3. Search and select the users to be added, and click Confirm.
4. An invitation email will be sent to the selected users to join the Zoho Sign.
5. Once the user signs up for Zoho Sign and accepts the invite. The user will be added to the integrated Zoho Sign account, and the status changes to Active.
User access can be revoked by deleting their accounts in Zoho Sign.
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