Zoho Recruit | DocuSign

Getting documents signed with DocuSign

The DocuSign extension in Zoho Recruit helps you send documents to your contacts and get them signed. This extension is supported for the Candidates and Contacts modules. Apart from Candidates and Contacts, for the rest of the records, the document will be sent to the associated contacts. Templates can be created for these records and the documents can be sent for signature using this extension.

On installing this extension, three custom modules will be created. Based on the terminology used in DocuSign, these modules are named.

  • Envelops - This refers to each process of sending documents and getting them signed by the customers.
  • Envelop Events - This module captures details on the date and time the documents were sent for signature and when they were signed.
  • Envelop Recipients - This module captures details on the recipients of the document, the order in which they need to sign, etc.
Note
  1. Only administrators can install this extension.
  2. The email address to sign in to Zoho Recruit account and DocuSign account should be the same.

Install DocuSign

You can either go to the Zoho Marketplace and install the DocuSign extension or log in to your Zoho Recruit account and install.

To install DocuSign

  1. Go to Setup > Marketplace > Marketplace.
    All the installed extensions are listed. Under All Extensions, you can view all the extensions supported in Zoho Recruit.
  2. Click All Extensions, browse through for DocuSign and click it.
    The details about the extension will be available.
  3. Click Install Now.
  4. In the following screen, agree to the terms of service and click Continue to Install.
  5. Choose one of the following and click  Confirm.
    • Install for admin only - The extension will be installed in Zoho Recruit for only the users with the administrator profile.
    • Install for all users - The extension will be installed in Zoho Recruit for all the users. Users need to have a DocuSign account to use this feature.
    • Choose profiles - The extension will be installed in Zoho Recruit for all the users. You need to choose this option, click Continue and then select the profile
      The extension will be installed automatically for the specified users. After installing you need to authorize using your DocuSign login credentials.
  6. Click Authorize.
    If you click Skip in this step, you can later authorize from Settings > Setup > Marketplace > Marketplace.
    In the DocuSign extension details page, you can click Authorize.


     
  7. In the pop-up, specify the Email and Password for the DocuSign account and click Log In.
    The account will be authorized and the extension can be used. Three custom modules will be created after installing the extension.

Get documents signed using DocuSign

On installation, the candidate's and contact's details page will have a button named Send for DocuSign. This button can be used to send documents that need to be signed by contacts. Each record will also have a related list where the envelop details will be listed.

To send documents for e-sign

  1. Click the Candidates or Contacts modules.
  2. Click on a record to which you want to send documents.
  3. In the record's details page, click Send for DocuSign.


     
  4. In the Send agreement with DocuSign pop-up window, do the following:
  • Click Add Document and select an option to upload the document that needs to be digitally signed or select the document from the files available in Zoho Recruit's Documents module.
    When multiple files are added, all will be merged as a single PDF document.


     
  • Select the Set signing order check box, if required.
    On selecting this, you will have the option to specify the order corresponding to each recipient.
  • Select the recipients to whom you want to send the documents for signature.
    When multiple recipients are added, the documents need to be signed by all of them in the orders it has been added.
    By default, the candidate/contact selected will be added as the recipient.
  • Under Message to All Recipients, specify the message that will be included in the email that is sent to the recipients.

  • Click the  Edit link and under  Advanced Options pop-up box, do the following;
    • Select the Send automatic reminders checkbox to set reminders.
    • Specify the number of days after which the request to sign the document should expire.
    • Specify the days after which the customer should be notified of the document getting expired.


       
    • Click Save.
  • Click Next to preview the document and add the Signature field in the document.
  • Click Send Now.
    The documents will be sent to the recipients.

Note

  1. The supported formats for the documents are pdf, doc, docx, xls, xlsx, ppt, pptx, wp, txt, rtf, jpg, jpeg, gif, tif, tiff, bmp, png, htm, and html.
  1. You can upload and send a maximum of 5 files. Each file should not exceed 50MB
    .
  2. When multiple recipients are added, the documents need to be signed by all of them in the orders it has been added. The email will be sent to the first recipient in the order. Once the first recipient has signed the document, it will be sent to the next recipient in the order.

  3. When you delete a contact, all the associated agreements are not deleted.

Uninstall DocuSign

When you wish to uninstall DocuSign extension, please note that all the data will be deleted on uninstalling and cannot be recovered.

To uninstall DocuSign:

  1. Go to Setup > Marketplace > Marketplace.
    All the installed extensions are listed. Under All Extensions, you can view all the extensions supported in Zoho Recruit.
  2. Browse for DocuSign and click the corresponding Uninstall link.


     
  3. Click on Ok to confirm.
    All the data related to DocuSign will be deleted.

    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 CRM Training
      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


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                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.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                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 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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Getting documents signed with Adobe Sign

                                                                                                    Digitally signed documents can be collected easily from contacts and candidates with the Adobe Sign extension in your Zoho Recruit account. When your company requires you to get documents approved and signed on time for a candidate to be hired ...
                                                                                                  • Managing Documents

                                                                                                    Availability Profile Permission Required: View, Create, Modify, and Delete Document Folder permissions in the user's profile. Upload Documents You can upload ten files at a time in the Documents tab of Zoho Recruit. To upload documents Click the ...
                                                                                                  • Import Candidates from documents

                                                                                                    Zoho Recruit's integration with Daxtra (resume parsing software provider), helps automatically parse candidate details from documents and add them to your candidate database, along with the attached resume. The records are easy to search and you can ...
                                                                                                  • Getting Started - Notifications

                                                                                                    Notifications are important but they often tend to overwhelm you. To combat this, we at Zoho Recruit have implemented a non-invasive notification system where you can choose what you want to notified for and build your own custom notification setup. ...
                                                                                                  • The Zoho Sign extension for Zoho Recruit

                                                                                                    Zoho Sign is an e-signing solution that enables you to send documents intended recipients in order to acquire their digital signature. The Zoho Sign extension for Zoho Recruit enables you to send the documents required for signing, to any contact ...
                                                                                                    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