FAQ - E-Sign not Triggered through Workflow Actions
If an E-Sign action is not triggered when performing Workflow trigger actions in a form record, ensure that the following steps are configured correctly.
For E-Sign action triggers via workflow actions, Zoho Sign integration with Zoho People is required, integrations with other e-sign platforms do not support this feature.
The Workflows and the associated E-Sign flows can be configured in Settings > Service > Automation.
- Ensure that you have a valid license for Zoho Sign to trigger the E-Sign action.
If your Zoho Sign license plan is expired or downgraded to a free plan, the E-Sign action will not be triggered. For more details on Zoho Sign licences, refer to Zoho Sign Plans. - Ensure that you have added sufficient sign fields in the Mail Merge Template with respect to the recipients in the E-Sign Flow. The e-sign action will not be triggered if the number of recipients does not match with the E-Sign fields defined in the Mail Merge template.If there are insufficient Sign fields, the E-Sign action will not be triggered.
- Ensure that the recipients in the E-Sign Flow have valid fields in the associated form where the workflow trigger action is performed. For instance, if the Email ID or Reporting manager are selected as the form fields and if their values are blank in the associated form, the E-Sign action will not be triggered.If the field data of the recipient is missing or invalid in the form, the E-Sign action will not be triggered.
- Ensure that the Email Template tagged in the Document Details section of the E-Sign flow does not exceed the maximum character limit and does not contain image files. If the character limit is exceeded or if it contains an image file, the E-Sign action will not be triggered.The message content will be displayed in the notes section of the E-Sign email. Create Email Templates with essential message content without image files and tag them here to prevent e-signature trigger failures.To edit email Template, navigate to Settings > Services > Automation > Templates > Email Templates and click on the template.
- Ensure that the user listed in the Zoho Sign have Zoho Sign access.
- Ensure that the File Upload Field for the record contains the file before doing the workflow trigger action on a record.If the File Upload field option is selected in an E-Sign Flow and the file is not uploaded in the record of the corresponding form, the E-Sign action will not be triggered.
- Ensure that the document E-Sign expiry date is always greater than the date in which the trigger action is performed.If the above condition is not satisfied, E-Sign action will not be triggered.
- Ensure that the E-Sign file size in File Upload Field or Mail Merge Template is less than 10 MB.If the file size is greater than 10 MB, E-Sign action will not be triggered.
- Ensure that all form fields defined in the Mail Merge Templates are filled out in the corresponding form record where the trigger action is performed. Blank fields will result in corresponding blank values in the Mail Merge document sent for e-signature.
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 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?
Zoho DataPrep Resources
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 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 ...Workflow Automation - Zoho People
What is a Workflow in Zoho People? Automate your HR process and operation through Zoho People Workflow. Creating workflows for a services helps you to eliminate most of the manual HR tasks, boost efficiency, and save your time. Benefits of Workflow ...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 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 ...E Signature - Adobe Sign
Integrating with Adobe Sign Follow the steps given below to integrate with Adobe Sign. You can integrate only one e-sign platform with Zoho People at a time. To switch to a new e-sign platform, you must revoke the existing integration and configure ...
New to Zoho LandingPage?
Zoho LandingPage Resources