Adobe Sign for Zoho Projects | Online Help | Zoho Projects

Adobe Sign for Zoho Projects

The Adobe Sign extension for Zoho Projects provides users with the e-signature function required to quickly complete approvals and agreements. With this extension, you can send agreements, view their signing status, and even revoke the agreement without leaving Zoho Projects. The quick turnaround time in processing your agreement helps provide effective service to your users.

Installing the extension

  1. Navigate to > Marketplace > All.
  2. Search for Adobe Sign for Zoho Projects extension.
  3. Click Install to proceed to the installation.
  4. Agree to the terms of service, and click Install.
  5. Under the General section, select the profiles, projects, and users you want the extension to be shared with.

  1. Agree to the terms of use.
  2. Click Install Extension.
  3. Click Authorize.
  4. Sign in with your Adobe Sign credentials.

Sending agreements from Zoho Projects

  1. Open a project from the list.
  2. Click the More icon ( ) on the left band.
  3. Click Adobe Sign Extension. You will be taken to the History page.

  1. Click Send Agreement. The Send Agreement page will open.
  2. Choose the agreement to share.
  3. Enter the agreement recipient's email address.
  4. Enter the Agreement name.

  1. Set the Expiration for the agreement, if needed.
  2. Set the Reminder  time for the user, if needed.
  3. Add the signature fields, if necessary.
  4. Click Send.

Viewing sent history in Zoho Projects

  1. Open a project from the list.
  2. Click the More icon ( ) on the left band.
  3. Click Adobe Sign Extension. You will be taken to the History page, where the status of all the agreements shared so far will be displayed.

  1. Click Cancel to withdraw an agreement that has been sent.
  2. Enter the reason for revoking it, and click Revoke.

Uninstalling the extension

  1. Navigate to Marketplace > All.
  2. Click Installed.
  3. Click Adobe Sign for Zoho Projects.
  4. Click Uninstall. The extension will be uninstalled, and all associated data will be lost.

    Redefine the way you work
    with Zoho Workplace

      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 CRM Training

        Create, share, and deliver

        beautiful slides from anywhere.

        Get Started Now


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                    New to Zoho Forms?
                       

                    Explore our Pricing Plans

                     
                      Secure your business
                      communication with Zoho Mail


                      Mail on the move with
                      Zoho Mail mobile application

                        Stay on top of your schedule
                        at all times


                        Carry your calendar with you
                        Anytime, anywhere




                                Zoho Sign Resources

                                  Sign, Paperless!

                                  Sign and send business documents on the go!

                                  Get Started Now


                                      Zoho SalesIQ Resources



                                          Zoho TeamInbox Resources



                                                  Zoho DataPrep Resources



                                                    Zoho DataPrep Demo

                                                    Get a personalized demo or POC

                                                    REGISTER NOW


                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now











                                                                            • Related Articles

                                                                            • Getting Started with Zoho Projects

                                                                              Zoho Projects is an online project management software that helps you run your business with ease. It stands as a comprehensive solution to your day-to-day problems in project management and adds value to your business by leaps and bounds. What Does ...
                                                                            • DocuSign for Zoho Projects

                                                                              The DocuSign extension for Zoho Projects provides users with the e-signature functionality required to quickly complete approvals and agreements. With this extension, you can send documents, view their signing status, and even revoke the document ...
                                                                            • Checklist for Zoho Projects

                                                                              The Checklist for Zoho Projects extension lets you create a set of instantaneous to-do lists for your tasks and issues in Zoho Projects. With this extension, you can create checklist templates that can be used in any of your tasks and issues and save ...
                                                                            • Zoho Vault for Zoho Projects

                                                                              Zoho Vault is an online password manager for teams. If you are struggling with remembering numerous passwords, Zoho Vault can keep them safe for you. It helps to store, share, and manage your passwords from anywhere. Zoho Vault is the best way to ...
                                                                            • Harvest for Zoho Projects

                                                                              Harvest for Zoho Projects is a time-tracking extension which logs the number of hours a user spends on a task. The user can start or stop the timer widget to record the time taken for every work item. A new record gets added to the user’s Harvest ...
                                                                            Wherever you are is as good as
                                                                            your workplace

                                                                              Resources

                                                                              Videos

                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                              eBooks

                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                              Webinars

                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                              CRM Tips

                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                Zoho Show Resources