Zoho Recruit | Zoho Sign

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 stored in your database, right from inside it.

Install Zoho Sign

You can install the Zoho Sign extension either from Zoho Marketplace or from within your Zoho Recruit account as follows:
  1. Click Settings > Setup > Marketplace > All. All the installed extensions are listed.
    Under All Extensions, you can view all the extensions supported by your Recruit.
  2. Click All Extensions, browse for Zoho Sign, and click it. The details about the extension will be available.
  3. Click Install Now.
  4. Agree to the terms of service and click  Install.


     

  5. Choose one of the following and click  Confirm.
    • Install for admins only - The extension will be installed in Recruit for only the users with the administrator profile.
    • Install for all users - The extension will be installed in Recruit for all the users.
    • Choose profiles - The extension will be installed in Recruit for manually chosen users. Choose this option, click Continue, then select the desired profiles.
      The extension will be installed automatically for the specified users.


       

  6. You are now good to go.

Pre-requisite for using the extension: An organization account has to be created first and the required users must be added to it beforehand.

Get documents signed using Zoho Sign

Upon installation, the details page for Candidates and Contacts will have a button named Send for Zoho Sign. This button can be used to send documents that need to be signed by contacts. To send your documents for digital signing:
  1. Click the Candidates or Contacts modules.
  2. Click on a record that you want to send documents to.
  3. In the record's details page, click Send for Zoho Sign.


  4. The following options will be present in the new tab:
    • Click the Add Document button and choose whether you want to upload the file from your desktop or from the Documents module in your Recruit.
    • Under the Recipients option, select the module that your recipient belongs to. Next, click the magnifying glass icon to choose the recipient.
    • To add another recipient, click Add Recipient and select another contact in the same fashion.
      You can also add a recipient who you want to view only but not sign, by clicking on the Add Recipient button.
    • Zoho Sign also provides an option to specify the order in which you want your recipients to sign in. 
      Click the Set Signing Order radio button and assign a number to each recipient to choose what order they need to sign. The document will go to the next recipient for signing only after the preceding recipient has signed. 
    • You can leave the recipients a note if there is any extra information to convey.
    • You can also write a description of your documents for your personal reference.


  5. Click the More Settings button to set:
    • Automatic reminders.
    • A deadline to sign by.
    • Time until the agreement will be held valid.


  6. Click Save.
  7. Click Next and you will be redirected to your Zoho Sign page.
  8. Make the necessary changes, then click Continue.
  9. Drag-and-drop the fields you require in your document and click Send, located the top-right corner of the page.
  10. Check if you're good to go and click Confirm. You will receive a receipt confirming that it has been sent.

Note: When you install the Zoho sign extension, a module will also be created. It is: 

  • Zoho Sign Documents: Contains the list of documents that have been sent.

Each record will also have a related list where the agreement details will be listed.

Uninstall Zoho Sign

If you wish to uninstall Zoho Sign extension, please note that all related data will be deleted upon uninstalling and cannot be recovered.
To uninstall the extension:
  1. Click Settings > Setup > Marketplace > All. All the installed extensions are listed. Under All Extensions, you can view all the extensions supported in your ATS.
  2. Browse for Zoho Sign and click the corresponding Uninstall link.
  3. Click Ok to confirm and uninstall the extension.


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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 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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        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

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

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

                                                               
                                                                

                                                              Videos

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

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                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 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 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 ...
                                                                                                                        • 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 ...
                                                                                                                        • Criteria for Zoho Recruit

                                                                                                                          If you have a Criteria Corp account, integrating it with Zoho Recruit enables hiring team members to send assessments directly from Zoho Recruit. There’s no need to leave Zoho Recruit to select and send a test or to view the results. Everything can ...
                                                                                                                        • Ytel for Zoho Recruit

                                                                                                                          With Ytel extension for Zoho Recruit, you can now send message to Candidates and Contacts right from inside Zoho Recruit. You can also create templates for the messages. You can also view all the Ytel account details along with the numbers present ...
                                                                                                                        • Zoho Recruit app on Android phones

                                                                                                                          You can download and install the Zoho Recruit application from the Play Store. Before you install it, take a look at the prerequisites. Zoho Recruit requirements You must have: A valid and active Zoho Recruit Account. Permission to view Zoho Recruit ...
                                                                                                                          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